EdgeMarket › What Think Investments Lp reported owning
What Think Investments Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
762.5MPositions
31Quarter
2026-03-31Shown below
30largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 78.6M | 10.3% | 377.3K | 258.63 | +15.6% |
| MRVL Marvell Technology, Inc. | 51.0M | 6.7% | 514.6K | 237.04 | +232.8% |
| BABA Alibaba Group Holding Ltd | 40.2M | 5.3% | 320.5K | 119.34 | -0.1% |
| CLS CELESTICA INC | 38.1M | 5.0% | 135.4K | 296.55 | +62.1% |
| CRCL Circle Internet Group, Inc. | 34.8M | 4.6% | 364.7K | 87.98 | -36.2% |
| IBN ICICI BANK LTD | 33.5M | 4.4% | 1.3M | 29.91 | -9.9% |
| ATAT Atour Lifestyle Holdings Ltd | 33.0M | 4.3% | 897.5K | 34.75 | +2.3% |
| TSEM TOWER SEMICONDUCTOR LTD | 32.5M | 4.3% | 185.4K | 222.59 | +344.7% |
| MELI MERCADOLIBRE INC | 31.6M | 4.1% | 18.3K | 1,922.73 | -17.7% |
| FUTU Futu Holdings Ltd | 31.3M | 4.1% | 228.7K | 123.64 | -30.8% |
| RKT Rocket Companies, Inc. | 28.9M | 3.8% | 2.0M | 13.93 | -21.6% |
| RDDT Reddit, Inc. | 26.7M | 3.5% | 198.4K | 153.29 | -29.8% |
| TASK TaskUs, Inc. | 25.1M | 3.3% | 3.7M | 8.00 | -53.9% |
| OGN Organon & Co. | 24.0M | 3.1% | 4.0M | 13.75 | +46.7% |
| XP XP Inc. | 21.6M | 2.8% | 1.1M | 16.81 | +4.8% |
| BRKR BRUKER CORP | 19.9M | 2.6% | 550.0K | 59.56 | +76.6% |
| META Meta Platforms, Inc. | 19.5M | 2.6% | 34.0K | 549.90 | -26.5% |
| SMTC SEMTECH CORP | 16.7M | 2.2% | 217.2K | 124.09 | +156.0% |
| BKH BLACK HILLS CORP /SD/ | 16.5M | 2.2% | 237.5K | 71.69 | +19.4% |
| AEVA Aeva Technologies, Inc. | 15.8M | 2.1% | 1.2M | 18.29 | +36.4% |
| SHAK Shake Shack Inc. | 15.8M | 2.1% | 178.1K | 75.82 | -26.1% |
| SE Sea Ltd | 14.4M | 1.9% | 174.0K | 117.53 | -34.2% |
| EA ELECTRONIC ARTS INC. | 14.3M | 1.9% | 70.0K | 209.70 | +33.5% |
| SCHW SCHWAB CHARLES CORP | 13.7M | 1.8% | 146.0K | 112.30 | +17.6% |
| GS GOLDMAN SACHS GROUP INC | 13.5M | 1.8% | 16.0K | 1,039.28 | +44.2% |
| MSFT MICROSOFT CORP | 13.0M | 1.7% | 35.0K | 483.24 | -4.4% |
| C CITIGROUP INC | 12.1M | 1.6% | 107.0K | 131.65 | +41.3% |
| MS MORGAN STANLEY | 11.2M | 1.5% | 67.8K | 214.20 | +48.6% |
| BSX BOSTON SCIENTIFIC CORP | 8.5M | 1.1% | 136.0K | 50.37 | -52.5% |
| COMP Compass, Inc. | 6.0M | 0.8% | 816.6K | 11.75 | +41.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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