The Analysis of Think Investments LP's Holdings

Currently, Think Investments LP holds 20 types of securities in its portfolio with a total value $756.6M. In the most recent quarter, they have increased their positions in SMTC (+820.4K shares, valued at $58.6M), TTMI (+793.1K shares, valued at $45.7M), MRVL (+474.0K shares, valued at $39.8M); decreased their positions in CLS (-49.4K shares, valued at $12.2M), SIMO (-60.1K shares, valued at $5.7M), FUTU (-27.0K shares, valued at $4.7M); initiated new positions in SMTC (+820.4K shares, valued at $58.6M), TTMI (+793.1K shares, valued at $45.7M), MRVL (+474.0K shares, valued at $39.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RDDT REDDIT INC332.0K shares23.88%2025-09-302025-11-14

AMZN AMAZON COM INC325.3K shares0.00%2025-09-302025-11-14

TASK TASKUS INC3.7M shares0.00%2025-09-302025-11-14

SMTC SEMTECH CORP820.4K sharesnew addition2025-09-302025-11-14

TTMI TTM TECHNOLOGIES INC793.1K sharesnew addition2025-09-302025-11-14

GTLB GITLAB INC988.2K shares43.82%2025-09-302025-11-14

BABA ALIBABA GROUP HLDG LTD242.5K shares0.00%2025-09-302025-11-14

MELI MERCADOLIBRE INC18.3K shares0.00%2025-09-302025-11-14

Sponsored

MRVL MARVELL TECHNOLOGY INC474.0K sharesnew addition2025-09-302025-11-14

IBN ICICI BANK LIMITED1.3M shares0.00%2025-09-302025-11-14

FUTU FUTU HLDGS LTD222.8K shares-10.81%2025-09-302025-11-14

ATAT ATOUR LIFESTYLE HLDGS LTD897.5K shares0.00%2025-09-302025-11-14

SE SEA LTD174.0K shares0.00%2025-09-302025-11-14

SIMO SILICON MOTION TECHNOLOGY CO289.3K shares-17.20%2025-09-302025-11-14

CLS CELESTICA INC98.8K shares-33.33%2025-09-302025-11-14

COMP COMPASS INC2.6M sharesnew addition2025-09-302025-11-14