Managers / Q4 2020 · view latest →
Think Investments LP
CIK 0001635999 · ONE LETTERMAN DRIVE, BUILDING C, SUITE CM-420, SAN FRANCISCO, CA, 94129 · 415-675-3271
Reported Value
$657M
Q4 2020
Positions
25
Filings on Record
30
2019–present window
Filed
Feb 16, 2021
original filing
Summary
Think Investments Lp reported $657M in U.S.-listed holdings across 25 positions for Q4 2020.
Its largest position, SE, represents 12.8% of the portfolio.
Compared with Q3 2020, the fund opened 7 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 55.9% · $367M
- ADR · 36.2% · $238M
- Other · 7.9% · $52M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $762M | 31 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $897M | 26 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $757M | 20 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $577M | 21 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $513M | 21 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $455M | 18 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $512M | 17 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $486M | 20 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $448M | 20 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $428M | 23 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $443M | 24 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $457M | 21 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $438M | 21 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $307.2B | 20 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $326M | 22 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $343M | 21 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $353M | 23 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $526M | 22 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $870M | 30 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $761M | 30 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $589M | 25 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $657M | 25 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $542M | 22 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $407M | 20 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $272M | 15 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $268M | 14 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $263M | 13 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $298M | 14 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $215M | 10 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $168M | 9 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.