Long-term investor
Think Investments LP @thinkinvestmentslp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001635999).
Record
- Tracked since 2025-06-30 (449 days), 118 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +40.9% · 1 year n/a · all +45.0%
- Max drawdown n/a · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MRVL · 13.8% · long · since 2025-09-30
- AMZN · 9.2% · long · since 2025-06-30
- 512807306 · 7.3% · long · since 2026-06-30
- TSEM · 5.9% · long · since 2026-03-31
- 00835Q202 · 5.6% · long · since 2026-03-31
- WOLF · 5.1% · long · since 2026-06-30
- VSH · 5.0% · long · since 2026-06-30
- RKT · 4.8% · long · since 2025-12-31
- BRKR · 4.6% · long · since 2026-03-31
- BIDU · 4.5% · long · since 2026-06-30
- IBN · 4.4% · long · since 2025-06-30
- 02079K107_CALL · 4.2% · long · since 2026-06-30