The Analysis of Think Investments LP's Holdings
Currently, Think Investments LP holds 22 types of securities in its portfolio with a total value $782.0M. In the most recent quarter, they have increased their positions in CORZ (+2.8M shares, valued at $40.8M), BKH (+537.6K shares, valued at $37.3M), CRCL (+364.7K shares, valued at $28.9M); decreased their positions in RDDT (-133.6K shares, valued at $30.7M), TTMI (-241.6K shares, valued at $16.7M), SMTC (-154.0K shares, valued at $11.3M); initiated new positions in CORZ (+2.8M shares, valued at $40.8M), BKH (+537.6K shares, valued at $37.3M), CRCL (+364.7K shares, valued at $28.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC325.3K shares0.00%2025-12-312026-02-17
SMTC SEMTECH CORP666.4K shares-18.77%2025-12-312026-02-17 BABA ALIBABA GROUP HLDG LTD320.5K shares32.14%2025-12-312026-02-17 RDDT REDDIT INC198.4K shares-40.25%2025-12-312026-02-17 TASK TASKUS INC3.7M shares0.00%2025-12-312026-02-17 CORZ CORE SCIENTIFIC INC NEW2.8M sharesnew addition2025-12-312026-02-17 IBN ICICI BANK LIMITED1.3M shares0.00%2025-12-312026-02-17 TTMI TTM TECHNOLOGIES INC551.5K shares-30.46%2025-12-312026-02-17 BKH BLACK HILLS CORP537.6K sharesnew addition2025-12-312026-02-17 GTLB GITLAB INC988.2K shares0.00%2025-12-312026-02-17 MELI MERCADOLIBRE INC18.3K shares0.00%2025-12-312026-02-17 ATAT ATOUR LIFESTYLE HLDGS LTD897.5K shares0.00%2025-12-312026-02-17 CRCL CIRCLE INTERNET GROUP INC364.7K sharesnew addition2025-12-312026-02-17 CELESTICA INC CELESTICA INC92.3K shares-6.58%2025-12-312026-02-17 RKT ROCKET COS INC1.4M sharesnew addition2025-12-312026-02-17 SIMO SILICON MOTION TECHNOLOGY CO289.3K shares0.00%2025-12-312026-02-17 FUTU FUTU HLDGS LTD156.9K shares-29.58%2025-12-312026-02-17 COMP COMPASS INC2.1M shares-19.71%2025-12-312026-02-17 SE SEA LTD174.0K shares0.00%2025-12-312026-02-17 QFIN QFIN HOLDINGS INC349.9K shares0.00%2025-12-312026-02-17 BE BLOOM ENERGY CORP74.8K sharesnew addition2025-12-312026-02-17 Call Option Holdings
BKH Call CallBLACK HILLS CORP800.0K sharesnew addition2025-12-312026-02-17 NU Call CallNU HLDGS LTD1.7M sharesnew addition2025-12-312026-02-17 CORZ Call CallCORE SCIENTIFIC INC NEW400.0K sharesnew addition2025-12-312026-02-17 Put Option Holdings
No put option holdings data available