Think Investments LP
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$762.5M
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Q4 2024: New position (325.3k shares)
10.3%
02
$MRVL
MARVELL TECHNOLOGY INC
Q3 2025: New position (474.0k shares)
6.7%
03
$BABA
ALIBABA GROUP HLDG LTD
Q4 2024: New position (242.5k shares)
5.3%
04
$CLS
CELESTICA INC
Q3 2025: Sold 33.3% (148.2k → 98.8k shares)
5.0%
05
$BKH
BLACK HILLS CORP
Held since at least Q1 2024
4.9%
06
$CRCL
CIRCLE INTERNET GROUP INC
Held since at least Q1 2024
4.6%
07
$IBN
ICICI BANK LIMITED
Q4 2024: New position (1.29M shares)
4.4%
08
$ATAT
ATOUR LIFESTYLE HLDGS LTD
Q2 2025: Increased +29.1% (695.5k → 897.5k shares)
4.3%
09
$TSEM
TOWER SEMICONDUCTOR LTD
Held since at least Q1 2024
4.3%
10
$MELI
MERCADOLIBRE INC
Q4 2024: New position (18.3k shares)
4.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:49 UTC.