Think Investments LP
Think Investments LP reported 22 positions worth $846.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MRVL (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MRVL | SH | $116.5M | 13.75% | 390,954 | — | — | |
| ▸ 2 | AMZN | SH | $77.5M | 9.16% | 325,275 | — | — | |
| ▸ 3 | LRCX | SH | $61.9M | 7.31% | 142,800 | — | — | |
| ▸ 4 | TSEM | SH | $49.8M | 5.88% | 190,900 | — | — | |
| ▸ 5 | AEVA | SH | $47.4M | 5.59% | 1,649,438 | — | — | |
| ▸ 6 | WOLF | SH | $43.5M | 5.14% | 902,100 | — | — | |
| ▸ 7 | VSH | SH | $42.7M | 5.05% | 794,600 | — | — | |
| ▸ 8 | RKT | SH | $41.0M | 4.84% | 2,602,700 | — | — | |
| ▸ 9 | BRKR | SH | $38.8M | 4.59% | 645,400 | — | — | |
| ▸ 10 | BIDU | SH | $38.5M | 4.55% | 337,053 | — | — |
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Frequently Asked Questions
What stocks does Think Investments LP hold as of Q2 2026?
Think Investments LP reported 22 positions worth $846.7M in its Q2 2026 13F filing. Largest positions: MRVL (13.8%), AMZN (9.2%), LRCX (7.3%), TSEM (5.9%) and AEVA (5.6%).
What did Think Investments LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Think Investments LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.