Think Investments LP

Q3 2025 13F-HR Detailed Holdings

Location
San Francisco, CA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
20
Total value ($000)
$756,585
Net value change ($000)
+179,683 (31.1%)
New positions
6
Sold out positions
7
Turnover %
37.2%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SMTC 58,618 NEW
TTMI 45,683 NEW
MRVL 39,849 NEW
RDDT 36,004 89.2%
COMP 21,181 NEW
BABA 15,844 57.6%
AVGO 15,605 NEW
GTLB 13,553 43.7%
QFIN 10,070 NEW
FUTU 7,874 25.5%
Top Reduces (Value $000, Stocks/ETFs)
PDD -26,814 -100.0%
DKNG -18,975 -100.0%
PENG -17,920 -100.0%
FSLR -9,601 -100.0%
CZR -8,517 -100.0%
MELI -5,063 -10.6%
IBN -4,407 -10.1%
REAL -4,299 -100.0%
CAR -4,209 -100.0%
SNAP -1,976 -11.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 MIRABELLA FINANCIAL SERVICES LLP 028-20053