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Think Investments LP

CIK 1635999 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Think Investments LP reported 21 US-listed holdings worth $811.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Marvell Technology, Inc. (14.4%), Amazon.com Inc. (9.6%) and Lam Research Corp. (7.6%). Against the quarter before, it opened 7 positions, added to 5, trimmed 4 and sold out of 16.

Reported holdings$811.4M+9.4% on Q1 2026
Positions21-9 on Q1 2026
The largest ten68.7%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
MRVL14.4%AMZN9.6%LRCX7.6%TSEM6.1%AEVA5.8%WOLF5.4%VSH5.3%RKT5.1%BRKR4.8%BIDU4.7%IBN4.6%MELI3.8%BABA3.8%LMRI3.6%7 more15.5%

The 14 largest of its 21 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $511.7 million in 17 positions$512MQ3 24Q4 2024: $454.5 million in 18 positions$455MQ4 24Q1 2025: $512.7 million in 21 positions$513MQ1 25Q2 2025: $576.9 million in 21 positions$577MQ2 25Q3 2025: $756.6 million in 20 positions$757MQ3 25Q4 2025: $782.0 million in 22 positions$782MQ4 25Q1 2026: $741.6 million in 30 positions$742MQ1 26Q2 2026: $811.4 million in 21 positions$811MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +65.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100120140160Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +65.5%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 7Added 5Held 5Trimmed 4Sold out 16
Opened: 7Added: 5Held: 5Trimmed: 4Sold out: 16

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 7

  1. Lam Research Corp. LRCX$61.9 million
  2. Wolfspeed Inc. WOLF$43.5 million
  3. Vishay Intertechnology Inc. VSH$42.7 million
  4. Baidu, Inc. BIDU$38.5 million
  5. Lumexa Imaging Holdings Inc. LMRI$28.9 million
  6. Figure Technology Solutions, Inc. FIGR$16.9 million
  7. TTM Technologies Inc. TTMI$16.2 million

Added to 5

  1. Aeva Technologies Inc. AEVA+449,438 shares · +37%
  2. Rocket Companies, Inc. RKT+571,200 shares · +28%
  3. Bruker Corp. BRKR+95,400 shares · +17%
  4. Circle Internet Group, Inc. CRCL+75,300 shares · +21%
  5. Tower Semiconductor Ltd TSEM+5,500 shares · +3%

Trimmed 4

  1. Marvell Technology, Inc. MRVL-123,646 shares · -24%
  2. Amazon.com Inc. AMZN-52,000 shares · -14%
  3. Atour Lifestyle Hldgs Ltd ATAT-361,211 shares · -40%
  4. Taskus Inc. TASK-222,515 shares · -6%

Sold out of 16

  1. Celestica Inc. CLS$38.1 million last quarter
  2. Reddit, Inc. RDDT$26.7 million last quarter
  3. Organon & Co. OGN$24.0 million last quarter
  4. XP Inc. XP$21.6 million last quarter
  5. Meta Platforms, Inc. META$19.5 million last quarter
  6. Semtech Corp. SMTC$16.7 million last quarter
  7. Black Hills Corp. BKH$16.5 million last quarter
  8. Sea Limited SE$14.4 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Marvell Technology, Inc. MRVL391.0K$116.5 million14.35%-123.6K
Amazon.com Inc. AMZN325.3K$77.5 million9.56%-52.0K
Lam Research Corp. LRCX142.8K$61.9 million7.63%new
Tower Semiconductor Ltd TSEM190.9K$49.8 million6.13%+5.5K
Aeva Technologies Inc. AEVA1.6M$47.4 million5.84%+449.4K
Wolfspeed Inc. WOLF902.1K$43.5 million5.36%new
Vishay Intertechnology Inc. VSH794.6K$42.7 million5.27%new
Rocket Companies, Inc. RKT2.6M$41.0 million5.05%+571.2K
Bruker Corp. BRKR645.4K$38.8 million4.79%+95.4K
Baidu, Inc. BIDU337.1K$38.5 million4.75%new
Icici Bank ADR IBN1.3M$37.5 million4.62%no change
MercadoLibre, Inc. MELI18.3K$31.1 million3.83%no change
Alibaba Group Holding Limited BABA320.5K$30.8 million3.79%no change
Lumexa Imaging Holdings Inc. LMRI2.6M$28.9 million3.56%new
Circle Internet Group, Inc. CRCL440.0K$27.6 million3.40%+75.3K
Futu Hldgs Ltd FUTU228.7K$21.4 million2.64%no change
Atour Lifestyle Hldgs Ltd ATAT536.3K$17.1 million2.10%-361.2K
Figure Technology Solutions, Inc. FIGR550.4K$16.9 million2.08%new
Taskus Inc. TASK3.5M$16.4 million2.03%-222.5K
TTM Technologies Inc. TTMI86.5K$16.2 million1.99%new
Shake Shack Inc. SHAK178.1K$10.0 million1.23%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 16 it sold out of are in the box above.

Options it reported

CompanyOptionShares under the optionsValue of those shares
Alphabet Inc. GOOGCalls100.0K$35.3 million

1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.