Think Investments LP: 13F holdings
CIK 16359992026Q2
| Positions | 22 |
|---|
| Reported value | $846.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 22 (-8 vs prior quarter) |
|---|
| Reported value | $846.7m (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MRVL MARVELL TECHNOLOGY INC | 390,954 | $116.5m | 13.8% |
| AMZN AMAZON COM INC | 325,275 | $77.5m | 9.2% |
| LRCX LAM RESEARCH CORP | 142,800 | $61.9m | 7.3% |
| TOWER SEMICONDUCTOR LTD | 190,900 | $49.8m | 5.9% |
| AEVA AEVA TECHNOLOGIES INC | 1,649,438 | $47.4m | 5.6% |
| WOLF WOLFSPEED INC | 902,100 | $43.5m | 5.1% |
| VSH VISHAY INTERTECHNOLOGY INC | 794,600 | $42.7m | 5.0% |
| RKT ROCKET COS INC | 2,602,700 | $41.0m | 4.8% |
| BRKR BRUKER CORP | 645,400 | $38.8m | 4.6% |
| BIDU BAIDU INC | 337,053 | $38.5m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1635999")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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