Think Investments LP
CIK: 1635999
Last 13F
Aug 15, 2026
Next 13F
Nov 16, 2026 · in 7 days
Options Notional
$35.33M
Holdings (21)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- MRVL
MARVELL TECHNOLOGY INC
$116.46M
390,954 sh14.35%-24.0% - AMZN
AMAZON COM INC
$77.53M
325,275 sh9.56%-13.8% - LRCX
LAM RESEARCH CORP
$61.88M
142,800 sh7.63%New - TSEM
TOWER SEMICONDUCTOR LTD
$49.76M
190,900 sh6.13%+3.0% - AEVA
AEVA TECHNOLOGIES INC
$47.37M
1.65M sh5.84%+37.5% - WOLF2
WOLFSPEED INC
$43.53M
902,100 sh5.36%New - VSH
VISHAY INTERTECHNOLOGY INC
$42.73M
794,600 sh5.27%New - RKT
ROCKET COS INC
$40.99M
2.60M sh5.05%+28.1% - BRKR
BRUKER CORP
$38.84M
645,400 sh4.79%+17.4% - BIDU
BAIDU INC
$38.52M
337,053 sh4.75%New - IBN
ICICI BANK LIMITED
$37.51M
1.29M sh4.62%+0.0% - MELI
MERCADOLIBRE INC
$31.06M
18,300 sh3.83%+0.0% - BABA
ALIBABA GROUP HLDG LTD
$30.76M
320,500 sh3.79%+0.0% - LMRI
LUMEXA IMAGING HOLDINGS INC
$28.87M
2.56M sh3.56%New - CRCL
CIRCLE INTERNET GROUP INC
$27.56M
440,000 sh3.40%+20.6% - FUTU
FUTU HLDGS LTD
$21.44M
228,700 sh2.64%+0.0% - ATAT
ATOUR LIFESTYLE HLDGS LTD
$17.05M
536,289 sh2.10%-40.3% - FIGR
FIGURE TECHNOLOGY SOLUTIO
$16.9M
550,400 sh2.08%New - TASK
TASKUS INC
$16.44M
3.51M sh2.03%-6.0% - TTMI
TTM TECHNOLOGIES INC
$16.18M
86,500 sh1.99%New - SHAK
SHAKE SHACK INC
$9.98M
178,100 sh1.23%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 MRVL MARVELL TECHNOLOGY INC | 390,954 | $116.46M | -24.0% | 14.35% | Q2 2026 |
 AMZN AMAZON COM INC | 325,275 | $77.53M | -13.8% | 9.56% | Q2 2026 |
 LRCX LAM RESEARCH CORP | 142,800 | $61.88M | New | 7.63% | Q2 2026 |
 TSEM TOWER SEMICONDUCTOR LTD | 190,900 | $49.76M | +3.0% | 6.13% | Q2 2026 |
 AEVA AEVA TECHNOLOGIES INC | 1.65M | $47.37M | +37.5% | 5.84% | Q2 2026 |
 WOLF2 WOLFSPEED INC | 902,100 | $43.53M | New | 5.36% | Q2 2026 |
 VSH VISHAY INTERTECHNOLOGY INC | 794,600 | $42.73M | New | 5.27% | Q2 2026 |
 RKT ROCKET COS INC | 2.60M | $40.99M | +28.1% | 5.05% | Q2 2026 |
 BRKR BRUKER CORP | 645,400 | $38.84M | +17.4% | 4.79% | Q2 2026 |
 BIDU BAIDU INC | 337,053 | $38.52M | New | 4.75% | Q2 2026 |
 IBN ICICI BANK LIMITED | 1.29M | $37.51M | +0.0% | 4.62% | Q2 2026 |
 MELI MERCADOLIBRE INC | 18,300 | $31.06M | +0.0% | 3.83% | Q2 2026 |
 BABA ALIBABA GROUP HLDG LTD | 320,500 | $30.76M | +0.0% | 3.79% | Q2 2026 |
 LMRI LUMEXA IMAGING HOLDINGS INC | 2.56M | $28.87M | New | 3.56% | Q2 2026 |
 CRCL CIRCLE INTERNET GROUP INC | 440,000 | $27.56M | +20.6% | 3.40% | Q2 2026 |
 FUTU FUTU HLDGS LTD | 228,700 | $21.44M | +0.0% | 2.64% | Q2 2026 |
 ATAT ATOUR LIFESTYLE HLDGS LTD | 536,289 | $17.05M | -40.3% | 2.10% | Q2 2026 |
 FIGR FIGURE TECHNOLOGY SOLUTIO | 550,400 | $16.9M | New | 2.08% | Q2 2026 |
 TASK TASKUS INC | 3.51M | $16.44M | -6.0% | 2.03% | Q2 2026 |
 TTMI TTM TECHNOLOGIES INC | 86,500 | $16.18M | New | 1.99% | Q2 2026 |
 SHAK SHAKE SHACK INC | 178,100 | $9.98M | +0.0% | 1.23% | Q2 2026 |
1-21 of 21 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Think Investments LP
Think Investments LP is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1635999). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 21 securities, not counting options, down from 30 in Q1 2026.
Its five largest reported positions, in order, are MARVELL TECHNOLOGY INC (MRVL), AMAZON COM INC (AMZN), LAM RESEARCH CORP (LRCX), TOWER SEMICONDUCTOR LTD (TSEM) and AEVA TECHNOLOGIES INC (AEVA). The next five are WOLFSPEED INC (WOLF2), VISHAY INTERTECHNOLOGY INC (VSH), ROCKET COS INC (RKT), BRUKER CORP (BRKR) and BAIDU INC (BIDU).
Recent 13F filings by Think Investments LP
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 21 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 30 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 22 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 20 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 21 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 21 securities.