Think Investments LP
Top Portfolio Positions
30 positions ·
$762,450,431 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
377,275 | $78,575,064 | 10.31% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
514,600 | $50,971,130 | 6.69% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
320,500 | $40,209,930 | 5.27% | |
| CLS |
Celestica Inc
Technology
|
135,400 | $38,139,472 | 5.00% | |
| BKH |
Black Hills Corp /Sd/
Utilities
|
537,500 | $37,307,875 | 4.89% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
364,700 | $34,796,027 | 4.56% | |
| IBN |
Icici Bank Ltd
Financial Services
|
1,292,200 | $33,467,980 | 4.39% | |
| ATAT |
Atour Lifestyle Holdings Ltd
Consumer Cyclical
|
897,500 | $33,036,975 | 4.33% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
185,400 | $32,533,992 | 4.27% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
18,300 | $31,641,066 | 4.15% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SMTC
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,700,508 | 217,200 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $49,107,016 | 666,400 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $58,617,580 | 820,400 | Shares | Other | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||