account_balance
Investment manager · 13F filer · SEC CIK 1635999
Think Investments LP
Reported value$811Mas of Jun 30, 2026
Positions21 7 new, 16 sold out
Top 10 weight68.7%MRVL alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MRVLMarvell Technology Inc
14.4%Trimmed −24%
AMZNAmazon Com Inc
9.6%Trimmed −14%
LRCXLam Research Corp
7.6%New
TSEMTower Semiconductor Ltd
6.1%Added +3%
AEVAAeva Technologies Inc
5.8%Added +37%
WOLFWolfspeed Inc
5.4%New
VSHVishay Intertechnology Inc
5.3%New
RKTRocket Cos Inc
5.1%Added +28%
BRKRBruker Corp
4.8%Added +17%
BIDUBaidu Inc
4.7%New
IBNIcici Bank Limited
4.6%
MELIMercadolibre Inc
3.8%
MRVLMarvell Technology Inc
14.4%Trimmed −24%
AMZNAmazon Com Inc
9.6%Trimmed −14%
LRCX7.6%TSEM6.1%AEVA5.8%WOLF5.4%VSH5.3%RKT5.1%BRKR4.8%BIDU4.7%IBN4.6%MELI3.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MRVL Marvell Technology Inc 14.4% Trimmed −24%AMZN Amazon Com Inc 9.6% Trimmed −14%LRCX Lam Research Corp 7.6% NewTSEM Tower Semiconductor Ltd 6.1% Added +3%AEVA Aeva Technologies Inc 5.8% Added +37%WOLF Wolfspeed Inc 5.4% NewVSH Vishay Intertechnology Inc 5.3% NewRKT Rocket Cos Inc 5.1% Added +28%BRKR Bruker Corp 4.8% Added +17%BIDU Baidu Inc 4.7% NewIBN Icici Bank Limited 4.6% HeldMELI Mercadolibre Inc 3.8% Held
What changed