StockDriftsStockDriftsTop 21 Think Investments LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | 14.35% | 391.0K | $116.5M | -24.03%(-123.65K) | $82.12(+185.60%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 9.56% | 325.3K | $77.5M | -13.78%(-52.00K) | $68.33(+284.20%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 7.63% | 142.8K | $61.9M | new | $316.63(+6.56%) | 2026-06-30 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 6.13% | 190.9K | $49.8M | +2.97%(+5.50K) | $148.27(+79.05%) | 2026-06-30 | |
| AEVA | AEVA TECHNOLOGIES INC | 5.84% | 1.65M | $47.4M | +37.45%(+449.44K) | $15.11(+54.03%) | 2026-06-30 | |
| WOLF | WOLFSPEED INC | 5.36% | 902.1K | $43.5M | new | $31.53(+10.90%) | 2026-06-30 | |
| VSH | VISHAY INTERTECHNOLOGY INC | 5.27% | 794.6K | $42.7M | new | $35.17(-0.26%) | 2026-06-30 | |
| RKT | ROCKET COS INC | 5.05% | 2.60M | $41.0M | +28.12%(+571.20K) | $17.71(-16.63%) | 2026-06-30 | |
| BRKR | BRUKER CORP | 4.79% | 645.4K | $38.8M | +17.35%(+95.40K) | $42.45(+35.93%) | 2026-06-30 | |
| BIDU | BAIDU INC | 4.75% | 337.1K | $38.5M | new | $110.44(-6.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.42% | +106.90% | -0.09% | -0.44% |
| Top 20 Holdings Unweighted | +35.22% | +147.24% | +3.38% | +18.08% |
Think Investments LP reports $846.69M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are MRVL (14.3%), AMZN (9.6%) and LRCX (7.6%). The top 20 holdings account for 98.77% of reported assets. Its disclosed equity book has returned +106.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Think Investments LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1635999). View Think Investments LP’s 13F filings on SEC