Loading…
CIK 0001635999 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("think-investments-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $47.0M | 5.2%Prev: 5.7% | 320,500 SH | Increased+77,952 SH |
| AMAZON COM INC | COM | $75.1M | 8.4%Prev: 9.4% | 325,275 SH | Increased |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | $35.4M | 3.9%Prev: 4.5% | 897,500 SH | Increased |
| BLACK HILLS CORP | COM | $92.9M | 10.3% | 1,337,637 SH | New |
| BLOOM ENERGY CORP | COM CL A | $6.5M | 0.7% | 74,800 SH | New |
| CELESTICA INC | COM | $27.3M | 3.0%Prev: 3.2% | 92,300 SH | Increased-6,500 SH |
| CIRCLE INTERNET GROUP INC | COM CL A | $28.9M | 3.2% | 364,700 SH | New |
| COMPASS INC | CL A | $22.4M | 2.5%Prev: 2.8% | 2,117,900 SH | Increased-519,800 SH |
| CORE SCIENTIFIC INC NEW | COM | $46.6M | 5.2% | 3,199,600 SH | New |
| FUTU HLDGS LTD | SPON ADS CL A | $25.8M | 2.9%Prev: 5.1% | 156,900 SH | Decreased-65,900 SH |
| GITLAB INC | CLASS A COM | $37.1M | 4.1%Prev: 5.9% | 988,200 SH | Decreased |
| ICICI BANK LIMITED | ADR | $38.5M | 4.3%Prev: 5.2% | 1,292,200 SH | Decreased |
| MARVELL TECHNOLOGY INC | COM | $89.0M | 9.9%Prev: 5.3% | 1,047,811 SH | Increased+573,811 SH |
| MERCADOLIBRE INC | COM | $36.9M | 4.1%Prev: 5.7% | 18,300 SH | Decreased |
| NU HLDGS LTD | ORD SHS CL A | $28.5M | 3.2% | 1,700,000 SH | New |
| QFIN HOLDINGS INC | AMERICAN DEP | $6.7M | 0.8%Prev: 1.3% | 349,900 SH | Decreased |
| REDDIT INC | CL A | $45.6M | 5.1%Prev: 10.1% | 198,382 SH | Decreased-133,618 SH |
| ROCKET COS INC | COM CL A | $27.1M | 3.0% | 1,400,000 SH | New |
| SEA LTD | SPONSORD ADS | $22.2M | 2.5%Prev: 4.1% | 174,000 SH | Decreased |
| SEMTECH CORP | COM | $49.1M | 5.5%Prev: 7.7% | 666,400 SH | Decreased-154,000 SH |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | $26.8M | 3.0%Prev: 3.6% | 289,300 SH | Decreased |
| TASKUS INC | CLASS A COM | $44.0M | 4.9%Prev: 8.8% | 3,734,665 SH | Decreased |
| TTM TECHNOLOGIES INC | COM | $38.1M | 4.2%Prev: 6.0% | 551,504 SH | Decreased-241,596 SH |
| 13F-HR |
| 0001635999-26-000004 |
| $846.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001879202-25-000037 | $576.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001635999-26-000002 | $762.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001879202-25-000023 | $512.7M | View |