TI
Think Investments Portfolio holdings
AUM
$757M
1-Year Est. Return
72.02%
1 Year Est. Return
+72.02%
AUM
$757M
AUM Growth
+$180M
(+31%)
Holding
27
Top Buys
| 1 | +$58.6M | |
| 2 | +$45.7M | |
| 3 | +$39.8M | |
| 4 |
Compass
COMP
|
+$21.2M |
| 5 |
Broadcom
AVGO
|
+$15.6M |
Top Sells
| 1 | +$26.8M | |
| 2 | +$19M | |
| 3 | +$17.9M | |
| 4 |
Celestica
CLS
|
+$12.2M |
| 5 |
First Solar
FSLR
|
+$9.6M |
Sector Composition
| 1 | Technology | 42.66% |
| 2 | Consumer Discretionary | 29.39% |
| 3 | Communication Services | 13.54% |
| 4 | Financials | 11.62% |
| 5 | Real Estate | 2.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Reddit
RDDT
$42.8B
| $76.4M | 10.09% |
332,000
+64,000
|
|
||
2
Amazon
AMZN
$2.51T
| $71.4M | 9.44% |
325,275
|
|
||
3
TaskUs
TASK
$1.05B
| $66.7M | 8.81% |
3,734,665
|
|
||
4
Semtech
SMTC
$6.88B
| $58.6M | 7.75% |
+820,400
|
|
||
5
TTM Technologies
TTMI
$7.11B
| $45.7M | 6.04% |
+793,100
|
|
||
6
GitLab
GTLB
$7.08B
| $44.5M | 5.89% |
988,200
+301,100
|
|
||
7
Alibaba
BABA
$384B
| $43.4M | 5.73% |
242,548
|
|
||
8
Mercado Libre
MELI
$105B
| $42.8M | 5.65% |
18,300
|
|
||
9
Marvell Technology
MRVL
$80B
| $39.8M | 5.27% |
+474,000
|
|
||
10
ICICI Bank
IBN
$109B
| $39.1M | 5.16% |
1,292,200
|
|
||
11
Futu Holdings
FUTU
$23.9B
| $38.7M | 5.12% |
222,800
-27,000
|
|
||
12
Atour Lifestyle Holdings
ATAT
$5.57B
| $33.7M | 4.46% |
897,500
|
|
||
13
Sea Limited
SE
$80.6B
| $31.1M | 4.11% |
174,000
|
|
||
14
Silicon Motion
SIMO
$3.06B
| $27.4M | 3.63% |
289,300
-60,100
|
|
||
|
15
Celestica
CLS
$38.2B
| $24.3M | 3.22% |
98,800
-49,400
|
|
||
|
16
Compass
COMP
$5.88B
| $21.2M | 2.8% |
+2,637,700
|
|
||
|
17
Broadcom
AVGO
$1.85T
| $15.6M | 2.06% |
+47,300
|
|
||
18
Snap
SNAP
$13B
| $15.5M | 2.05% |
2,016,200
|
|
||
19
Alphabet (Google) Class C
GOOG
$3.83T
| $10.5M | 1.39% |
43,163
|
|
||
20
Qfin Holdings
QFIN
$2.53B
| $10.1M | 1.33% |
+349,900
|
|
||
21
Avis
CAR
$4.58B
| – | – |
-24,900
|
|
||
22
Caesars Entertainment
CZR
$4.69B
| – | – |
-300,000
|
|
||
23
DraftKings
DKNG
$16.7B
| – | – |
-442,400
|
|
||
|
24
First Solar
FSLR
$28.3B
| – | – |
-58,000
|
|
||
25
Pinduoduo
PDD
$166B
| – | – |
-256,200
|
|