Think Investments LP
CIK 0001635999 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$846.7M
2026 Q2
Positions
22
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MRVL
MARVELL TECHNOLOGY INC
13.8%
AMZN
AMAZON COM INC
9.2%
LRCX
LAM RESEARCH CORP
7.3%
TSEM
TOWER SEMICONDUCTOR LTD
5.9%
AEVA
AEVA TECHNOLOGIES INC
5.6%
WOLF
WOLFSPEED INC
5.1%
VSH
VISHAY INTERTECHNOLOGY INC
5.0%
RKT
ROCKET COS INC
4.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.