Think Investments LP
San Francisco, CA · CIK 1635999 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2013 · limited partnership
- Assets managed$4.3bn
- Staff24 · 12 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds2 (2 hedge) · $4.3bn gross assets
- Websitethinkinvestments.com
- Form ADV · 2026-04-01SEC adviser record
- Legal entityTHINK INVESTMENTS LP (US)
$811.4m
reported value
+9.4% vs Q1 2026
21positions
68.7%in top 10
7 new
5 added
4 reduced
16 sold out
vs Q1 2026
Options: 1 call positions ($35.3m notional), 0 put positions (— notional) – listed below, not included above.
This report includes the holdings of 1 other manager that shares the investment decisions:
- MIRABELLA FINANCIAL SERVICES LLP – files its own report too
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| MARVELL TECHNOLOGY INC MRVL | $116.5m14.35% | Reduced -123.6k |
| AMAZON COM INC AMZN | $77.5m9.56% | Reduced -52.0k |
| LAM RESEARCH CORP LRCX | $61.9m7.63% | New |
| TOWER SEMICONDUCTOR LTD TSEM | $49.8m6.13% | Added +5.5k |
| AEVA TECHNOLOGIES INC AEVA | $47.4m5.84% | Added +449.4k |
| WOLFSPEED INC WOLF | $43.5m5.36% | New |
| VISHAY INTERTECHNOLOGY INC VSH | $42.7m5.27% | New |
| ROCKET COS INC RKT | $41.0m5.05% | Added +571.2k |
| BRUKER CORP BRKR | $38.8m4.79% | Added +95.4k |
| BAIDU INC BIDU | $38.5m4.75% | New |
| ICICI BANK LIMITED IBN | $37.5m4.62% | Unchanged |
| MERCADOLIBRE INC MELI | $31.1m3.83% | Unchanged |
| ALIBABA GROUP HLDG LTD BABA | $30.8m3.79% | Unchanged |
| LUMEXA IMAGING HOLDINGS INC LMRI | $28.9m3.56% | New |
| CIRCLE INTERNET GROUP INC CRCL | $27.6m3.40% | Added +75.3k |
| FUTU HLDGS LTD FUTU | $21.4m2.64% | Unchanged |
| ATOUR LIFESTYLE HLDGS LTD ATAT | $17.1m2.10% | Reduced -361.2k |
| FIGURE TECHNOLOGY SOLUTIO FIGR | $16.9m2.08% | New |
| TASKUS INC TASK | $16.4m2.03% | Reduced -222.5k |
| TTM TECHNOLOGIES INC TTMI | $16.2m1.99% | New |
| SHAKE SHACK INC SHAK | $10.0m1.23% | Unchanged |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| CELESTICA INC CLS | $38.1m135.4k shares |
| REDDIT INC RDDT | $26.7m198.4k shares |
| ORGANON & CO OGN | $24.0m4.0m shares |
| XP INC XP | $21.6m1.1m shares |
| META PLATFORMS INC META | $19.5m34.0k shares |
| SEMTECH CORP SMTC | $16.7m217.2k shares |
| BLACK HILLS CORP BKH | $16.5m237.5k shares |
| SEA LTD SE | $14.4m174.0k shares |
| ELECTRONIC ARTS INC EA | $14.3m70.0k shares |
| SCHWAB CHARLES CORP SCHW | $13.7m146.0k shares |
| GOLDMAN SACHS GROUP INC GS | $13.5m16.0k shares |
| MICROSOFT CORP MSFT | $13.0m35.0k shares |
| CITIGROUP INC C | $12.1m107.0k shares |
| MORGAN STANLEY MS | $11.2m67.8k shares |
| BOSTON SCIENTIFIC CORP BSX | $8.5m136.0k shares |
| COMPASS INC COMP | $6.0m816.6k shares |
Options (notional value)
| Underlying | Notional | Change |
|---|---|---|
| ALPHABET INC GOOG · Call | $35.3m100.0k shares | New |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| TASKUS INC TASK · 13G · filed 2026-08-14 | 9.6%≈ $16.4m |
| THOUGHTWORKS HOLDING INC TWKS · 13G · filed 2024-11-14 | 8.8% |