Think Investments LP Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BKH	BLACK HILLS CORP	800,000	$55,536	6.2%	$66.47	0.0%	CALL	092113109
CORZ	CORE SCIENTIFIC INC NEW	2,799,600	$40,762	4.5%	$17.44	0.0%	COM	21874A106
BKH	BLACK HILLS CORP	537,637	$37,323	4.2%	$66.47	0.0%	COM	092113109
CRCL	CIRCLE INTERNET GROUP INC	364,700	$28,921	3.2%	$103.35	0.0%	COM CL A	172573107
NU	NU HLDGS LTD	1,700,000	$28,458	3.2%	—	—	CALL	G6683N103
RKT	ROCKET COS INC	1,400,000	$27,104	3.0%	$17.88	0.0%	COM CL A	77311W101
MRVL	MARVELL TECHNOLOGY INC	300,000	$25,494	2.8%	$78.61	+11.3%	CALL	573874104
BE	BLOOM ENERGY CORP	74,800	$6,499	0.7%	$105.07	0.0%	COM CL A	093712107
CORZ	CORE SCIENTIFIC INC NEW	400,000	$5,824	0.6%	$17.44	0.0%	CALL	21874A106

Increased Positions (2)

MRVL MARVELL TECHNOLOGY INC 7.1%

Value ($000) $63,549 (+59.5%) Shares 747,811 (+57.8%) Est. Cost $78.61 Unrealized +11.3%

BABA ALIBABA GROUP HLDG LTD 5.2%

Value ($000) $46,979 (+8.4%) Shares 320,500 (+32.1%) Est. Cost $110.51 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MRVL	MARVELL TECHNOLOGY INC	747,811 (+57.8%)	$63,549 (+59.5%)	7.1%	$78.61	+11.3%	COM	573874104
BABA	ALIBABA GROUP HLDG LTD	320,500 (+32.1%)	$46,979 (+8.4%)	5.2%	$110.51	—	SPONSORED ADS	01609W102

Exited Positions (3)

AVGO BROADCOM INC 1.7%

Value ($000) $15,605 Shares 47,300 Est. Cost $305.74 Unrealized +16.8%

SNAP SNAP INC 1.7%

Value ($000) $15,545 Shares 2,016,200 Est. Cost $12.99 Unrealized -39.1%

GOOG ALPHABET INC 1.2%

Value ($000) $10,512 Shares 43,163 Est. Cost $95.84 Unrealized +198.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AVGO	BROADCOM INC	47,300	$15,605	1.7%	$305.74	+16.8%	—	11135F101
SNAP	SNAP INC	2,016,200	$15,545	1.7%	$12.99	-39.1%	—	83304A106
GOOG	ALPHABET INC	43,163	$10,512	1.2%	$95.84	+198.8%	—	02079K107

Decreased Positions (6)

RDDT REDDIT INC 5.1%

Value ($000) $45,602 (-40.3%) Shares 198,382 (-40.2%) Est. Cost $93.42 Unrealized +125.1%

FUTU FUTU HLDGS LTD 2.9%

Value ($000) $25,765 (-33.5%) Shares 156,900 (-29.6%) Est. Cost $39.89 Unrealized —

SMTC SEMTECH CORP 5.5%

Value ($000) $49,107 (-16.2%) Shares 666,400 (-18.8%) Est. Cost $54.29 Unrealized +30.7%

TTMI TTM TECHNOLOGIES INC 4.2%

Value ($000) $38,054 (-16.7%) Shares 551,504 (-30.5%) Est. Cost $46.47 Unrealized +40.4%

CLS CELESTICA INC 3.0%

Value ($000) $27,285 (+12.1%) Shares 92,300 (-6.6%) Est. Cost $106.09 Unrealized +184.1%

COMP COMPASS INC 2.5%

Value ($000) $22,386 (+5.7%) Shares 2,117,900 (-19.7%) Est. Cost $8.10 Unrealized +12.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
RDDT	REDDIT INC	198,382 (-40.2%)	$45,602 (-40.3%)	5.1%	$93.42	+125.1%	CL A	75734B100
FUTU	FUTU HLDGS LTD	156,900 (-29.6%)	$25,765 (-33.5%)	2.9%	$39.89	—	SPON ADS CL A	36118L106
SMTC	SEMTECH CORP	666,400 (-18.8%)	$49,107 (-16.2%)	5.5%	$54.29	+30.7%	COM	816850101
TTMI	TTM TECHNOLOGIES INC	551,504 (-30.5%)	$38,054 (-16.7%)	4.2%	$46.47	+40.4%	COM	87305R109
CLS	CELESTICA INC	92,300 (-6.6%)	$27,285 (+12.1%)	3.0%	$106.09	+184.1%	COM	15101Q207
COMP	COMPASS INC	2,117,900 (-19.7%)	$22,386 (+5.7%)	2.5%	$8.10	+12.6%	CL A	20464U100

Unchanged Positions (9)

TASK TASKUS INC 4.9%

Value ($000) $44,032 Shares 3,734,665 Est. Cost $14.67 Unrealized -12.9%

SE SEA LTD 2.5%

Value ($000) $22,197 Shares 174,000 Est. Cost $53.99 Unrealized —

GTLB GITLAB INC 4.1%

Value ($000) $37,087 Shares 988,200 Est. Cost $45.73 Unrealized -5.3%

MELI MERCADOLIBRE INC 4.1%

Value ($000) $36,861 Shares 18,300 Est. Cost $753.72 Unrealized +178.7%

AMZN AMAZON COM INC 8.4%

Value ($000) $75,080 Shares 325,275 Est. Cost $119.09 Unrealized +92.1%

QFIN QFIN HOLDINGS INC 0.8%

Value ($000) $6,743 Shares 349,900 Est. Cost $28.78 Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 3.9%

Value ($000) $35,362 Shares 897,500 Est. Cost $28.98 Unrealized —

SIMO SILICON MOTION TECHNOLOGY CO 3.0%

Value ($000) $26,818 Shares 289,300 Est. Cost $78.44 Unrealized —

IBN ICICI BANK LIMITED 4.3%

Value ($000) $38,508 Shares 1,292,200 Est. Cost $10.90 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TASK	TASKUS INC	3,734,665	$44,032	4.9%	$14.67	-12.9%	CLASS A COM	87652V109
SE	SEA LTD	174,000	$22,197	2.5%	$53.99	—	SPONSORD ADS	81141R100
GTLB	GITLAB INC	988,200	$37,087	4.1%	$45.73	-5.3%	CLASS A COM	37637K108
MELI	MERCADOLIBRE INC	18,300	$36,861	4.1%	$753.72	+178.7%	COM	58733R102
AMZN	AMAZON COM INC	325,275	$75,080	8.4%	$119.09	+92.1%	COM	023135106
QFIN	QFIN HOLDINGS INC	349,900	$6,743	0.8%	$28.78	—	AMERICAN DEP	88557W101
ATAT	ATOUR LIFESTYLE HLDGS LTD	897,500	$35,362	3.9%	$28.98	—	SPONSORED ADS	04965M106
SIMO	SILICON MOTION TECHNOLOGY CO	289,300	$26,818	3.0%	$78.44	—	SPONSORED ADR	82706C108
IBN	ICICI BANK LIMITED	1,292,200	$38,508	4.3%	$10.90	—	ADR	45104G104