Think Investments LP reported 21 positions worth $811.36M for the quarter ended Jun 30, 2026, up 11.5% on the prior quarter. It opened 7 new positions, added to 5, trimmed 4 and exited 15. Its largest holding is Marvell Technology, Inc. at 14.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LRCX Lam Research Corp | +142.8K | – | $61.88M | 7.63% |
| WOLF Wolfspeed, Inc. | +902.1K | – | $43.53M | 5.36% |
| VSH Vishay Intertechnology Inc | +794.6K | – | $42.73M | 5.27% |
| BIDU Baidu, Inc. | +337.1K | – | $38.52M | 4.75% |
| LMRI Lumexa Imaging Holdings, Inc. | +2.56M | – | $28.87M | 3.56% |
| FIGR Figure Technology Solutions, Inc. | +550.4K | – | $16.90M | 2.08% |
| TTMI Ttm Technologies Inc | +86.5K | – | $16.18M | 1.99% |
| AEVA Aeva Technologies, Inc. | +449.4K | +37.5% | $12.91M | 5.84% |
| RKT Rocket Companies, Inc. | +571.2K | +28.1% | $9.00M | 5.05% |
| BRKR Bruker Corp | +95.4K | +17.3% | $5.74M | 4.79% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CLS Celestica Inc | -135.4K | -100.0% | $38.14M | Exited |
| MRVL Marvell Technology, Inc. | -123.6K | -24.0% | $36.83M | 14.35% |
| RDDT Reddit, Inc. | -198.4K | -100.0% | $26.71M | Exited |
| OGN Organon & Co. | -4.00M | -100.0% | $23.96M | Exited |
| XP XP Inc. | -1.13M | -100.0% | $21.56M | Exited |
| META Meta Platforms, Inc. | -34.0K | -100.0% | $19.45M | Exited |
| SMTC Semtech Corp | -217.2K | -100.0% | $16.70M | Exited |
| BKH Black Hills Corp | -237.5K | -100.0% | $16.48M | Exited |
| SE Sea Ltd | -174.0K | -100.0% | $14.41M | Exited |
| SCHW Schwab Charles Corp | -146.0K | -100.0% | $13.72M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LRCX Lam Research Corp | +142.8K | $61.88M | 7.63% |
| WOLF Wolfspeed, Inc. | +902.1K | $43.53M | 5.36% |
| VSH Vishay Intertechnology Inc | +794.6K | $42.73M | 5.27% |
| BIDU Baidu, Inc. | +337.1K | $38.52M | 4.75% |
| LMRI Lumexa Imaging Holdings, Inc. | +2.56M | $28.87M | 3.56% |
| FIGR Figure Technology Solutions, Inc. | +550.4K | $16.90M | 2.08% |
| TTMI Ttm Technologies Inc | +86.5K | $16.18M | 1.99% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CLS Celestica Inc | -135.4K | $38.14M | 5.24% |
| RDDT Reddit, Inc. | -198.4K | $26.71M | 3.67% |
| OGN Organon & Co. | -4.00M | $23.96M | 3.29% |
| XP XP Inc. | -1.13M | $21.56M | 2.96% |
| META Meta Platforms, Inc. | -34.0K | $19.45M | 2.67% |
| SMTC Semtech Corp | -217.2K | $16.70M | 2.3% |
| BKH Black Hills Corp | -237.5K | $16.48M | 2.27% |
| SE Sea Ltd | -174.0K | $14.41M | 1.98% |
| SCHW Schwab Charles Corp | -146.0K | $13.72M | 1.89% |
| GS Goldman Sachs Group Inc | -16.0K | $13.54M | 1.86% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MRVL Marvell Technology, Inc. | Technology | 391.0K | $116.46M | 14.35% | -123.6K | -24.0% | Reduced | 0.04% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 325.3K | $77.53M | 9.56% | -52.0K | -13.8% | Reduced | 0% |
| 3 | LRCX Lam Research Corp | Technology | 142.8K | $61.88M | 7.63% | +142.8K | – | New | 0.01% |
| 4 | TSEM Tower Semiconductor Ltd | Technology | 190.9K | $49.76M | 6.13% | +5,500 | +3.0% | Added | 0.17% |
| 5 | AEVA Aeva Technologies, Inc. | Technology | 1.65M | $47.37M | 5.84% | +449.4K | +37.5% | Added | 2.4% |
| 6 | WOLF Wolfspeed, Inc. | Technology | 902.1K | $43.53M | 5.36% | +902.1K | – | New | 1.73% |
| 7 | VSH Vishay Intertechnology Inc | Technology | 794.6K | $42.73M | 5.27% | +794.6K | – | New | 0.58% |
| 8 | RKT Rocket Companies, Inc. | Financial Services | 2.60M | $40.99M | 5.05% | +571.2K | +28.1% | Added | 0.27% |
| 9 | BRKR Bruker Corp | Healthcare | 645.4K | $38.84M | 4.79% | +95.4K | +17.3% | Added | 0.42% |
| 10 | BIDU Baidu, Inc. | Technology | 337.1K | $38.52M | 4.75% | +337.1K | – | New | 0.1% |
| 11 | IBN Icici Bank Ltd | Financial Services | 1.29M | $37.51M | 4.62% | 0 | 0.0% | Unchanged | 0.02% |
| 12 | MELI Mercadolibre Inc | Technology | 18.3K | $31.06M | 3.83% | 0 | 0.0% | Unchanged | 0.04% |
| 13 | BABA Alibaba Group Holding Ltd | Technology | 320.5K | $30.76M | 3.79% | 0 | 0.0% | Unchanged | 0.01% |
| 14 | LMRI Lumexa Imaging Holdings, Inc. | Healthcare | 2.56M | $28.87M | 3.56% | +2.56M | – | New | 2.66% |
| 15 | CRCL Circle Internet Group, Inc. | Financial Services | 440.0K | $27.56M | 3.4% | +75.3K | +20.6% | Added | 0.17% |
Tip. Select a row to see that position’s full history at Think Investments.
As of its Q2 2026 13F filing, Think Investments LP’s five largest positions were Marvell Technology, Inc. (MRVL) at 14.4%, Amazon Com Inc (AMZN) at 9.6%, Lam Research Corp (LRCX) at 7.6%, Tower Semiconductor Ltd (TSEM) at 6.1%, Aeva Technologies, Inc. (AEVA) at 5.8% of the reported portfolio.
Think Investments LP reported a 13F portfolio worth $811.36M across 21 positions for Q2 2026. That is up 11.5% from the previous quarter.
Its largest purchases by value were Lam Research Corp ($61.88M), Wolfspeed, Inc. ($43.53M), Vishay Intertechnology Inc ($42.73M). It opened 7 new positions.
Its largest sales by value were Celestica Inc ($38.14M), Marvell Technology, Inc. ($36.83M), Reddit, Inc. ($26.71M). It exited 15 positions entirely.
From the Form 13F-HR reports Think Investments LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.