Think Investments LP

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Value $
$577M
Signature - Title
Marcus Werner - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Think Investments LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Think Investments LP reported 21 stock holdings with total value $577M as of Q2 2025. Top holdings included AMZN, TASK, MELI, IBN, and RDDT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 21 $577M +$69.4M -$106M -$36.4M AMZN, TASK, MELI, IBN, RDDT 13F-HR 8/14/2025, 04:13 PM
Q1 2025 21 $513M +$114M -$37.8M +$76.3M AMZN, TASK, SE, IBN, MELI 13F-HR 5/15/2025, 04:10 PM
Q4 2024 18 $455M +$48.5M -$156M -$108M AMZN, TASK, SNAP, RDDT, IBN 13F-HR 2/14/2025, 04:24 PM
Q3 2024 17 $512M +$80.1M -$69.2M +$10.9M TWKS, AMZN, SNAP, IBN, MELI 13F-HR 11/14/2024, 04:11 PM
Q2 2024 20 $486M +$59.2M -$50.7M +$8.47M AMZN, SNAP, IBN, SQ, CAR 13F-HR 8/14/2024, 04:05 PM
Q1 2024 20 $448M +$111M -$56.2M +$54.5M AMZN, SQ, IBN, CAR, SNAP 13F-HR 5/15/2024, 04:08 PM
Q4 2023 21 $402M +$47M -$131M -$84.1M AMZN, SQ, IBN, CAR, MELI 13F-HR 2/14/2024, 04:01 PM
Q3 2023 24 $443M +$44M -$37.9M +$6.12M AMZN, IBN, BABA, CAR, QCOM 13F-HR 11/14/2023, 03:59 PM
Q2 2023 25 $457M +$105M -$70.3M +$34.2M CAR, AMZN, IBN, BABA, QCOM 13F-HR 8/14/2023, 05:17 PM
Q1 2023 21 $438M +$110M -$7.38M +$103M BABA, IBN, QCOM, MELI, SQ 13F-HR 5/15/2023, 04:16 PM
Q4 2022 20 $307M +$35.2M -$13.4M +$21.8M IBN, BABA, QCOM, AMZN, MELI 13F-HR 2/14/2023, 03:17 PM
Q3 2022 22 $326M +$88.2M -$18.6M +$69.6M IBN, AMZN, QCOM, SE, BEKE 13F-HR 11/14/2022, 03:27 PM
Q2 2022 19 $323M +$109M -$26.3M +$82.2M QCOM, SE, IBN, AMZN, CAR 13F-HR 8/15/2022, 05:00 PM
Q1 2022 23 $353M +$76.7M -$21.4M +$55.3M SE, IBN, AMZN, QCOM, CAR 13F-HR 5/16/2022, 04:33 PM
Q4 2021 22 $526M +$73.7M -$153M -$79.4M SPY, SE, IBN, AMZN, QCOM 13F-HR 2/14/2022, 03:05 PM
Q3 2021 28 $655M +$144M -$171M -$27.4M SE, PODD, IBN, AMZN, KVSB 13F-HR 11/15/2021, 04:15 PM
Q2 2021 29 $732M +$158M -$50.9M +$107M SE, FUTU, AMZN, PODD, IBN 13F-HR 8/16/2021, 05:00 PM
Q1 2021 25 $589M +$73.3M -$216M -$142M SE, FUTU, PODD, AMZN, IBN 13F-HR 5/17/2021, 04:11 PM
Q4 2020 25 $657M +$138M -$68.6M +$68.9M SE, AMZN, IBN, PODD, QCOM 13F-HR 2/16/2021, 03:12 PM
Q3 2020 22 $542M +$148M -$30.4M +$118M SE, AMZN, PODD, QCOM, IBN 13F-HR 11/16/2020, 03:26 PM
Q2 2020 20 $407M +$134M -$89.8M +$44M SE, AMZN, PODD, PDD, IBN 13F-HR 8/14/2020, 04:56 PM
Q1 2020 15 $272M +$61.5M -$16M +$45.5M SE, IBN, QCOM, AMZN, PODD 13F-HR 5/15/2020, 04:17 PM
Q4 2019 14 $268M +$20.5M -$17.1M +$3.38M IBN, SE, MELI, PODD, AMZN 13F-HR 2/14/2020, 03:19 PM
Q3 2019 13 $263M +$45M -$43.7M +$1.28M IBN, HDB, PODD, AMZN, MELI 13F-HR 11/14/2019, 03:22 PM
Q2 2019 14 $298M +$92.6M -$20M +$72.6M IBN, AMZN, Z, MELI, PODD 13F-HR 8/14/2019, 04:23 PM
Q1 2019 10 $215M +$65.7M -$19.8M +$45.9M AMZN, BABA, IBN, PODD, MELI 13F-HR 5/15/2019, 04:25 PM
Q4 2018 9 $168M +$4.29M -$23M -$18.7M AMZN, BABA, PODD, FTV, DBX 13F-HR 2/14/2019, 03:36 PM
Q3 2018 12 $276M +$9.54M -$38.1M -$28.6M AMZN, PODD, BABA, FTV, HLF 13F-HR 11/14/2018, 03:41 PM
Q2 2018 13 $328M +$16.4M -$36.2M -$19.8M PODD, AMZN, BABA, HLF, FTV 13F-HR 8/14/2018, 04:41 PM
Q1 2018 18 $458M +$206M -$51.6M +$154M PODD, BABA, AMZN, HLF, FTV 13F-HR 5/15/2018, 04:35 PM
Q4 2017 16 $433M +$149M -$41.1M +$108M BABA, PODD, JD, AMZN, NXPI 13F-HR 2/14/2018, 04:16 PM
Q3 2017 16 $394M +$119M -$71M +$48.4M HLF, JD, PODD, BABA, AMZN 13F-HR 11/14/2017, 04:25 PM
Q2 2017 14 $359M +$184M -$25.1M +$159M JD, AMZN, PODD, HLF, QSR 13F-HR 8/14/2017, 04:56 PM
Q1 2017 8 $190M +$59.8M -$62.3M -$2.52M AMZN, PODD, JD, OASPQ, QSR 13F-HR 5/15/2017, 04:57 PM
Q4 2016 8 $226M +$16.5M -$28M -$11.4M AMZN, OASPQ, PODD, MMYT, DOOR 13F-HR 2/14/2017, 04:06 PM
Q3 2016 7 $232M +$4.27M -$70.2M -$65.9M AMZN, OASPQ, PODD, DOOR, MMYT 13F-HR 11/14/2016, 03:34 PM
Q2 2016 10 $316M +$99.2M -$19.5M +$79.7M AMZN, DOOR, OASPQ, PODD, GLBL 13F-HR 8/15/2016, 05:27 PM
Q1 2016 8 $248M +$71.4M -$19.9M +$51.5M AMZN, DOOR, PODD, OASPQ, SIX 13F-HR 6/8/2016, 06:02 PM
Q4 2015 10 $353M +$136M -$7.45M +$129M AMZN, PODD, BABA, DOOR, AAPL 13F-HR 2/16/2016, 03:37 PM
Q3 2015 18 $341M +$190M -$32.7M +$157M AMZN, DOOR, AAPL, TARO, PODD 13F-HR 11/16/2015, 05:39 PM
Q2 2015 14 $335M +$126M -$35.2M +$90.8M BABA, DOOR, AAPL, TARO, OASPQ 13F-HR 8/14/2015, 04:30 PM
Q1 2015 11 $271M +$69.8M -$176K +$69.6M AAPL, BABA, DOOR, ATHM, SIX 13F-HR 5/15/2015, 05:19 PM
Q4 2014 13 $281M BABA, AAPL, DOOR, HTZXXXX, TARO 13F-HR 4/27/2015, 12:21 PM