Think Investments LP
CIK 1635999
13F filing for Q2 2026・No. 2,860
- Holdings
- US$846.69M
- Quarter change
- +US$84.24M
- Entries
- 22
- Net bought (estimate)
- −US$49.04M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 16
- Cut 4
- Added 5
- Corporate actions 0
- Unchanged 5
Largest holdings
21 stocks worth US$811.36M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MRVLMARVELL TECHNOLOGY INCCOM | Cut | 390,954 | US$116.46M | 14.35% |
| AMZNAmazonCOM | Cut | 325,275 | US$77.53M | 9.56% |
| LRCXLAM RESEARCH CORPCOM NEW | New | 142,800 | US$61.88M | 7.63% |
| TSEMTOWER SEMICONDUCTOR LTDSHS NEW | Added | 190,900 | US$49.76M | 6.13% |
| AEVAAEVA TECHNOLOGIES INCCOM NEW | Added | 1,649,438 | US$47.37M | 5.84% |
| WOLFWOLFSPEED INCCOMMON STOCK | New | 902,100 | US$43.53M | 5.36% |
| VSHVISHAY INTERTECHNOLOGY INCCOM | New | 794,600 | US$42.73M | 5.27% |
| RKTROCKET COS INCCOM CL A | Added | 2,602,700 | US$40.99M | 5.05% |
| BRKRBRUKER CORPCOM | Added | 645,400 | US$38.84M | 4.79% |
| BIDUBAIDU INCSPON ADR REP A | New | 337,053 | US$38.52M | 4.75% |
Sign in (free) to see its 21 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.