StockDriftsStockDriftsTop 30 Think Investments LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 10.59% | 377.3K | $78.6M | +15.99%(+52.00K) | $68.33(+255.13%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 6.87% | 514.6K | $51.0M | -31.19%(-233.21K) | $82.12(+198.69%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 5.42% | 320.5K | $40.2M | +0.00%(+0) | $113.89(-15.58%) | 2026-03-31 | |
| CLS | CELESTICA INC | 5.14% | 135.4K | $38.1M | +46.70%(+43.10K) | $150.20(+123.84%) | 2026-03-31 | |
| CRCL | CIRCLE INTERNET GROUP INC | 4.69% | 364.7K | $34.8M | +0.00%(+0) | $105.94(-39.00%) | 2026-03-31 | |
| IBN | ICICI BANK LIMITED | 4.51% | 1.29M | $33.5M | +0.00%(+0) | $11.12(+165.11%) | 2026-03-31 | |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 4.45% | 897.5K | $33.0M | +0.00%(+0) | $28.01(+15.04%) | 2026-03-31 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 4.39% | 185.4K | $32.5M | new | $146.45(+49.57%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 4.27% | 18.3K | $31.6M | +0.00%(+0) | $802.52(+119.73%) | 2026-03-31 | |
| FUTU | FUTU HLDGS LTD | 4.22% | 228.7K | $31.3M | +45.76%(+71.80K) | $71.17(+33.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.63% | +62.76% |
| Top 20 Holdings Unweighted | +26.68% | +103.29% |
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