TI

Think Investments Portfolio holdings

AUM $577M
1-Year Est. Return 57.54%
This Quarter Est. Return
1 Year Est. Return
+57.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$8.8M
3
+$4.04M

Top Sells

1
+$47.5M
2
+$36M
3
+$35.7M
4
PINS icon
Pinterest
PINS
+$18.6M
5
DGNS
Dragoneer Growth Opportunities Corp. II Class A Ordinary Shares
DGNS
+$9.85M

Sector Composition

1 Consumer Discretionary 40.68%
2 Financials 21.19%
3 Communication Services 17.67%
4 Technology 10.84%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-167,000
27
– –
0
28
– –
-1,606
29
– –
-13,375
30
– –
-646,500
31
– –
-504,702
32
– –
-990,000
1
2