13F Filings History of Think Investments LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$782,022,008
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 22 stock holdings with total value $782,022,008 as of Q4 2025. Top holdings included AMZN, MRVL, SMTC, BABA, and RDDT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 22 $782,022,008 +$175,303,682 -$118,632,337 +$56,671,345 AMZN, MRVL, SMTC, BABA, RDDT 13F-HR 17 Feb 2026, 16:12
Q3 2025 20 $756,585,187 +$219,297,864 -$112,900,034 +$106,397,830 RDDT, AMZN, TASK, SMTC, TTMI 13F-HR 14 Nov 2025, 16:44
Q2 2025 21 $576,901,955 +$69,388,771 -$105,742,061 -$36,353,290 AMZN, TASK, MELI, IBN, RDDT 13F-HR 14 Aug 2025, 16:13
Q1 2025 21 $512,684,350 +$114,040,372 -$37,772,169 +$76,268,203 AMZN, TASK, SE, IBN, MELI 13F-HR 15 May 2025, 16:10
Q4 2024 18 $454,510,303 +$48,500,218 -$156,136,863 -$107,636,645 AMZN, TASK, SNAP, RDDT, IBN 13F-HR 14 Feb 2025, 16:24
Q3 2024 17 $511,669,094 +$80,106,613 -$69,173,713 +$10,932,900 TWKS, AMZN, SNAP, IBN, MELI 13F-HR 14 Nov 2024, 16:11
Q2 2024 20 $485,846,806 +$59,195,446 -$50,727,871 +$8,467,575 AMZN, SNAP, IBN, SQ, CAR 13F-HR 14 Aug 2024, 16:05
Q1 2024 20 $448,229,210 +$110,736,883 -$56,187,867 +$54,549,016 AMZN, SQ, IBN, CAR, SNAP 13F-HR 15 May 2024, 16:08
Q4 2023 21 $401,905,226 +$47,024,864 -$131,093,953 -$84,069,089 AMZN, SQ, IBN, CAR, MELI 13F-HR 14 Feb 2024, 16:01
Q3 2023 23 $431,993,409 +$44,018,092 -$35,163,161 +$8,854,931 AMZN, IBN, BABA, CAR, QCOM 13F-HR 14 Nov 2023, 15:59
Q2 2023 20 $443,460,925 +$91,096,077 -$54,747,323 +$36,348,754 CAR, AMZN, IBN, BABA, QCOM 13F-HR 14 Aug 2023, 16:17
Q1 2023 20 $422,067,290 +$94,709,753 -$25,191,852 +$69,517,901 BABA, IBN, QCOM, MELI, SQ 13F-HR 15 May 2023, 16:16
Q4 2022 19 $300,605,767 +$28,521,221 -$50,265,356 -$21,744,135 IBN, BABA, QCOM, AMZN, MELI 13F-HR 14 Feb 2023, 16:17
Q3 2022 22 $326,115,000 +$88,167,814 -$71,393,209 +$16,774,605 IBN, AMZN, QCOM, SE, BEKE 13F-HR 14 Nov 2022, 16:27
Q2 2022 21 $322,503,000 +$108,560,213 -$40,536,226 +$68,023,987 QCOM, SE, IBN, AMZN, CAR 13F-HR 15 Aug 2022, 17:00
Q1 2022 23 $352,525,000 +$76,713,986 -$80,196,344 -$3,482,358 SE, IBN, AMZN, QCOM, CAR 13F-HR 16 May 2022, 16:33
Q4 2021 21 $430,999,000 +$73,664,141 -$222,238,013 -$148,573,872 SE, IBN, AMZN, QCOM, ROKU 13F-HR 14 Feb 2022, 16:05
Q3 2021 29 $654,815,000 +$143,803,292 -$171,159,460 -$27,356,168 SE, PODD, IBN, AMZN, KVSB 13F-HR 15 Nov 2021, 16:15
Q2 2021 29 $732,034,000 +$157,577,907 -$50,851,327 +$106,726,580 SE, FUTU, AMZN, PODD, IBN 13F-HR 16 Aug 2021, 17:00
Q1 2021 25 $588,651,000 +$73,282,086 -$215,556,968 -$142,274,882 SE, FUTU, PODD, AMZN, IBN 13F-HR 17 May 2021, 16:11
Q4 2020 25 $656,808,000 +$137,552,165 -$129,662,416 +$7,889,749 SE, AMZN, IBN, PODD, QCOM 13F-HR 16 Feb 2021, 16:12
Q3 2020 21 $537,247,000 +$143,086,267 -$95,477,603 +$47,608,664 SE, AMZN, PODD, QCOM, IBN 13F-HR 16 Nov 2020, 16:26
Q2 2020 20 $406,535,000 +$133,804,076 -$125,355,328 +$8,448,748 SE, AMZN, PODD, PDD, IBN 13F-HR 14 Aug 2020, 16:56
Q1 2020 15 $271,686,000 +$61,491,071 -$24,647,119 +$36,843,952 SE, IBN, QCOM, AMZN, PODD 13F-HR 15 May 2020, 16:17
Q4 2019 14 $267,692,000 +$20,524,029 -$53,833,503 -$33,309,474 IBN, SE, MELI, PODD, AMZN 13F-HR 14 Feb 2020, 16:19
Q3 2019 13 $263,182,000 +$44,955,191 -$59,385,934 -$14,430,743 IBN, HDB, PODD, AMZN, MELI 13F-HR 14 Nov 2019, 16:22
Q2 2019 14 $298,005,000 +$92,580,663 -$30,941,161 +$61,639,502 IBN, AMZN, Z, MELI, PODD 13F-HR 14 Aug 2019, 16:23
Q1 2019 10 $215,301,000 +$65,697,660 -$45,363,615 +$20,334,045 AMZN, BABA, IBN, PODD, MELI 13F-HR 15 May 2019, 16:25
Q4 2018 9 $167,709,000 +$4,290,404 -$53,510,252 -$49,219,848 AMZN, BABA, PODD, FTV, DBX 13F-HR 14 Feb 2019, 16:36
Q3 2018 12 $275,657,000 +$9,536,000 -$75,880,782 -$66,344,782 AMZN, PODD, BABA, FTV, HLF 13F-HR 14 Nov 2018, 16:41
Q2 2018 13 $328,297,000 +$16,374,699 -$78,310,540 -$61,935,841 PODD, AMZN, BABA, HLF, FTV 13F-HR 14 Aug 2018, 16:41
Q1 2018 17 $379,166,000 +$127,060,498 -$91,188,865 +$35,871,633 PODD, BABA, AMZN, HLF, FTV 13F-HR 15 May 2018, 16:35
Q4 2017 13 $304,455,000 +$55,538,696 -$82,698,117 -$27,159,421 BABA, PODD, JD, AMZN, NXPI 13F-HR 14 Feb 2018, 17:16
Q3 2017 13 $321,299,000 +$84,864,943 -$36,756,620 +$48,108,323 HLF, JD, PODD, BABA, AMZN 13F-HR 14 Nov 2017, 17:25
Q2 2017 12 $264,690,000 +$89,835,006 -$25,139,283 +$64,695,723 JD, AMZN, PODD, HLF, QSR 13F-HR 14 Aug 2017, 16:56
Q1 2017 8 $190,264,000 +$59,793,000 -$118,611,496 -$58,818,496 AMZN, PODD, JD, OASPQ, QSR 13F-HR 15 May 2017, 16:57
Q4 2016 8 $226,427,000 +$16,542,000 -$27,963,142 -$11,421,142 AMZN, OASPQ, PODD, MMYT, DOOR 13F-HR 14 Feb 2017, 17:06
Q3 2016 7 $231,517,000 +$4,269,041 -$136,918,108 -$132,649,067 AMZN, OASPQ, PODD, DOOR, MMYT 13F-HR 14 Nov 2016, 16:34
Q2 2016 10 $316,412,000 +$99,204,383 -$39,261,852 +$59,942,531 AMZN, DOOR, OASPQ, PODD, GLBL 13F-HR 15 Aug 2016, 17:27
Q1 2016 7 $237,088,000 +$60,540,110 -$82,096,351 -$21,556,241 AMZN, DOOR, PODD, OASPQ, SIX 13F-HR 08 Jun 2016, 18:02
Q4 2015 9 $269,000,000 +$52,017,866 -$110,493,621 -$58,475,755 AMZN, PODD, BABA, DOOR, AAPL 13F-HR 16 Feb 2016, 16:37
Q3 2015 17 $301,571,000 +$149,903,409 -$41,686,098 +$108,217,311 AMZN, DOOR, AAPL, TARO, PODD 13F-HR 16 Nov 2015, 18:39
Q2 2015 12 $233,797,000 +$24,495,303 -$64,270,259 -$39,774,956 BABA, DOOR, AAPL, TARO, OASPQ 13F-HR 14 Aug 2015, 16:30
Q1 2015 11 $270,640,000 +$69,801,779 -$75,632,397 -$5,830,618 AAPL, BABA, DOOR, ATHM, SIX 13F-HR 15 May 2015, 17:19
Q4 2014 13 $280,991,000 $0 $0 $0 BABA, AAPL, APPLE INC, DOOR, HTZ 13F-HR 27 Apr 2015, 12:21