Think Investments LP
CIK
1635999
Location
San Francisco, CA
Portfolio Value
Small
$846,693,416
Diversification
Diversified
Reports for
MIRABELLA FINANCIAL SERVICES LLP
Filing Date
Global Rank
#2,796
/ 8,795
▼ 242
· as of Jun 2026
Top Industry
Semiconductors
29.8%
3Y Alpha vs SPY
+6.3%
Period ended 3 months ago
Filed Aug 14, 2026 · 53d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
13.8%
+3.4 pts
Top 5
41.7%
+9.5 pts
Top 10
65.9%
+12.0 pts
HHI
619
Diversified+175
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 46.6% | $394,342,851 |
| Consumer Cyclical | 19.7% | $166,381,022 |
| Financial Services | 17.1% | $144,403,413 |
| Communication Services | 8.7% | $73,854,787 |
| Healthcare | 8.0% | $67,711,343 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RKT | Rocket Companies, Inc. | +571,200 | 2,602,700 | $40,992,525 | |
| AEVA | Aeva Technologies, Inc. | +449,438 | 1,649,438 | $47,371,859 | |
| BRKR | Bruker Corp | +95,400 | 645,400 | $38,840,172 | |
| CRCL | Circle Internet Group, Inc. | +75,300 | 440,000 | $27,557,200 | |
| TSEM | Tower Semiconductor Ltd | +5,500 | 190,900 | $49,756,176 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ATAT | Atour Lifestyle Holdings Ltd | −361,211 | 536,289 | $17,053,990 | |
| TASK | TaskUs, Inc. | −222,515 | 3,512,150 | $16,436,862 | |
| MRVL | Marvell Technology, Inc. | −123,646 | 390,954 | $116,461,287 | |
| AMZN | Amazon Com Inc | −52,000 | 325,275 | $77,526,043 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LRCX | Lam Research Corp | 142,800 | $61,879,524 | |
| WOLF | Wolfspeed, Inc. | 902,100 | $43,526,325 | |
| VSH | Vishay Intertechnology Inc | 794,600 | $42,733,588 | |
| BIDU | Baidu, Inc. | 337,053 | $38,521,787 | |
| GOOGL | Alphabet Inc. | 100,000 | $35,333,000 | |
| LMRI | Lumexa Imaging Holdings, Inc. | 2,559,501 | $28,871,171 | |
| FIGR | Figure Technology Solutions, Inc. | 550,400 | $16,902,784 | |
| TTMI | Ttm Technologies Inc | 86,500 | $16,177,230 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CLS | Celestica Inc | 135,400 | $38,139,472 | |
| BKH | Black Hills Corp /Sd/ | 537,500 | $37,307,875 | |
| RDDT | Reddit, Inc. | 198,382 | $26,712,136 | |
| OGN | Organon & Co. | 4,000,000 | $23,960,000 | |
| XP | XP Inc. | 1,132,200 | $21,557,088 | |
| META | Meta Platforms, Inc. | 34,000 | $19,452,420 | |
| SMTC | Semtech Corp | 217,200 | $16,700,508 | |
| SE | Sea Ltd | 174,000 | $14,408,940 | |
| — | 70,000 | $14,270,900 | ||
| SCHW | Schwab Charles Corp | 146,000 | $13,721,080 | |
| GS | Goldman Sachs Group Inc | 16,000 | $13,535,840 | |
| MSFT | Microsoft Corp | 35,000 | $12,955,950 | |
| C | Citigroup Inc | 107,000 | $12,134,870 | |
| MS | Morgan Stanley | 67,800 | $11,157,846 | |
| BSX | Boston Scientific Corp | 136,000 | $8,534,000 | |
| COMP | Compass, Inc. | 816,600 | $5,969,346 | |
| No positions match the current search. | ||||
22 tracked positions ·
$846,693,416 total
· filing declares
22 positions · $846,693,417
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 390,954 | $116,461,287 | 13.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 325,275 | $77,526,043 | 9.16% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 142,800 | $61,879,524 | 7.31% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
Added | 190,900 | $49,756,176 | 5.88% | |
| AEVA |
Aeva Technologies, Inc.
Technology
|
Added | 1,649,438 | $47,371,859 | 5.59% | |
| WOLF |
Wolfspeed, Inc.
Technology
|
NEW | 902,100 | $43,526,325 | 5.14% | |
| VSH |
Vishay Intertechnology Inc
Technology
|
NEW | 794,600 | $42,733,588 | 5.05% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Added | 2,602,700 | $40,992,525 | 4.84% | |
| BRKR |
Bruker Corp
Healthcare
|
Added | 645,400 | $38,840,172 | 4.59% | |
| BIDU |
Baidu, Inc.
Communication Services
|
NEW | 337,053 | $38,521,787 | 4.55% | |
| IBN |
Icici Bank Ltd
Financial Services
|
Held | 1,292,200 | $37,512,566 | 4.43% | |
| GOOGL |
Alphabet Inc.
CALL
Communication Services
|
NEW | 100,000 | $35,333,000 | 4.17% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 18,300 | $31,062,237 | 3.67% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Held | 320,500 | $30,761,590 | 3.63% | |
| LMRI |
Lumexa Imaging Holdings, Inc.
Healthcare
|
NEW | 2,559,501 | $28,871,171 | 3.41% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
Added | 440,000 | $27,557,200 | 3.25% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
Held | 228,700 | $21,438,338 | 2.53% | |
| ATAT |
Atour Lifestyle Holdings Ltd
Consumer Cyclical
|
Reduced | 536,289 | $17,053,990 | 2.01% | |
| FIGR |
Figure Technology Solutions, Inc.
Financial Services
|
NEW | 550,400 | $16,902,784 | 2.00% | |
| TASK |
TaskUs, Inc.
Technology
|
Reduced | 3,512,150 | $16,436,862 | 1.94% | |
| TTMI |
Ttm Technologies Inc
Technology
|
NEW | 86,500 | $16,177,230 | 1.91% | |
| SHAK |
Shake Shack Inc.
Consumer Cyclical
|
Held | 178,100 | $9,977,162 | 1.18% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.