§ 13F · FUND PROFILE
Think Investments LP.
AUM · $757M (13F)Positions · 20Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$284M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | 391K | $116M | 13.8% | −24% |
| 2 | AMZN | AMAZON COM INC | 325K | $78M | 9.2% | −14% |
| 3 | LRCX | LAM RESEARCH CORP | 143K | $62M | 7.3% | NEW |
| 4 | TSEM | TOWER SEMICONDUCTOR LTD | 191K | $50M | 5.9% | +3% |
| 5 | AEVA | AEVA TECHNOLOGIES INC | 1.65M | $47M | 5.6% | +37% |
| 6 | WOLF | WOLFSPEED INC | 902K | $44M | 5.1% | NEW |
| 7 | VSH | VISHAY INTERTECHNOLOGY INC | 795K | $43M | 5.0% | NEW |
| 8 | RKT | ROCKET COS INC | 2.60M | $41M | 4.8% | +28% |
| 9 | BRKR | BRUKER CORP | 645K | $39M | 4.6% | +17% |
| 10 | BIDU | BAIDU INC | 337K | $39M | 4.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE THINK SIGNAL
AC read
Think Investments LP is a Other fund managing $757 million in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →