Think Investments Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Think Investments Lp disclosed 17 stock positions valued at approximately $811.36M as of quarter-end June 30, 2026. The largest holdings include MARVELL TECHNOLOGY INC, AMAZON COM INC, and LAM RESEARCH CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 17
- Portfolio Value
- $811.36M
Holdings by Sector
Think Investments Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | MRVL | Technology | 14.35% | 390,954 | -123,646 | -24.03% | $116,461,287 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 9.56% | 325,275 | -52,000 | -13.78% | $77,526,044 |
| LAM RESEARCH CORP | LRCX | Other | 7.63% | 142,800 | +142,800 | +100.00% | $61,879,524 |
| AEVA TECHNOLOGIES INC | AEVA | Technology | 5.84% | 1,649,438 | +449,438 | +37.45% | $47,371,859 |
| VISHAY INTERTECHNOLOGY INC | VSH | Technology | 5.27% | 794,600 | +794,600 | +100.00% | $42,733,588 |
| ROCKET COS INC | RKT | Financial Services | 5.05% | 2,602,700 | +571,200 | +28.12% | $40,992,525 |
| BRUKER CORP | BRKR | Healthcare | 4.79% | 645,400 | +95,400 | +17.35% | $38,840,172 |
| BAIDU INC | BIDU | Communication Services | 4.75% | 337,053 | +337,053 | +100.00% | $38,521,787 |
| ICICI BANK LIMITED | IBN | Financial Services | 4.62% | 1,292,200 | - | - | $37,512,566 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 3.83% | 18,300 | - | - | $31,062,237 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 3.79% | 320,500 | - | - | $30,761,590 |
| CIRCLE INTERNET GROUP INC | CRCL | Other | 3.40% | 440,000 | +75,300 | +20.65% | $27,557,200 |
| FUTU HLDGS LTD | FUTU | Financial Services | 2.64% | 228,700 | - | - | $21,438,338 |
| ATOUR LIFESTYLE HLDGS LTD | ATAT | Consumer Cyclical | 2.10% | 536,289 | -361,211 | -40.25% | $17,053,990 |
| TASKUS INC | TASK | Technology | 2.03% | 3,512,150 | -222,515 | -5.96% | $16,436,862 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 1.99% | 86,500 | -465,004 | -84.32% | $16,177,230 |
| SHAKE SHACK INC | SHAK | Consumer Cyclical | 1.23% | 178,100 | - | - | $9,977,162 |
Showing 17 of 17 holdings in the latest reporting period.
Think Investments Lp Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | GOOG | Alphabet Inc. | CALL | 100,000 | $35,333,000 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.