Think Investments LP holds a focused book of 30 stocks worth $741.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Tower Semiconductor Ltd and trimmed Marvell Technology Inc. Their largest long position is Amazon.com Inc at 11% of the equity book. They also disclosed $20.8M in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1635999/holdings"
Use Arkolith to show Think Investments LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $78.6M | 377.3K | 10.6% | ▲+16% Added · +52K sh | |
| 2 | Marvell Technology Inc COM | $51.0M | 514.6K | 6.9% | ▼−31% Reduced · −233K sh | |
| 3 | Alibaba Group Hldg Ltd SPONSORED ADS | $40.2M | 320.5K | 5.4% | —Held | |
| 4 | Celestica Inc COM | $38.1M | 135.4K | 5.1% | ▲+47% Added · +43K sh | |
| 5 | Circle Internet Group Inc COM CL A | $34.8M | 364.7K | 4.7% | —Held | |
| 6 | Icici Bank Limited ADR | $33.5M | 1.29M | 4.5% | —Held | |
| 7 | Atour Lifestyle Hldgs Ltd SPONSORED ADS | $33.0M | 897.5K | 4.5% | —Held | |
| 8 | Tower Semiconductor Ltd SHS NEW | $32.5M | 185.4K | 4.4% | ▲New New position | |
| 9 | Mercadolibre Inc COM | $31.6M | 18.3K | 4.3% | —Held | |
| 10 | Futu Hldgs Ltd SPON ADS CL A | $31.3M | 228.7K | 4.2% | ▲+46% Added · +72K sh | |
| 11 | Rocket Cos Inc COM CL A | $28.9M | 2.03M | 3.9% | ▲+45% Added · +632K sh | |
| 12 | Reddit Inc CL A | $26.7M | 198.4K | 3.6% | —Held | |
| 13 | Taskus Inc CLASS A COM | $25.1M | 3.73M | 3.4% | —Held | |
| 14 | Organon & Co COMMON STOCK | $24.0M | 4.00M | 3.2% | ▲New New position | |
| 15 | XP Inc CL A | $21.6M | 1.13M | 2.9% | ▲New New position | |
| 16 | Bruker Corp COM | $19.9M | 550.0K | 2.7% | ▲New New position | |
| 17 | Meta Platforms Inc CL A | $19.5M | 34.0K | 2.6% | ▲New New position | |
| 18 | Semtech Corp COM | $16.7M | 217.2K | 2.3% | ▼−67% Reduced · −449K sh | |
| 19 | Black Hills Corp COM | $16.5M | 237.5K | 2.2% | ▼−56% Reduced · −300K sh | |
| 20 | Aeva Technologies Inc COM NEW | $15.8M | 1.20M | 2.1% | ▲New New position | |
| 21 | Shake Shack Inc CL A | $15.8M | 178.1K | 2.1% | ▲New New position | |
| 22 | Sea Ltd SPONSORD ADS | $14.4M | 174.0K | 1.9% | —Held | |
| 23 | Electronic Arts Inc COM | $14.3M | 70.0K | 1.9% | ▲New New position | |
| 24 | Schwab Charles Corp COM | $13.7M | 146.0K | 1.9% | ▲New New position | |
| 25 | Goldman Sachs Group Inc COM | $13.5M | 16.0K | 1.8% | ▲New New position | |
| 26 | Microsoft Corp COM | $13.0M | 35.0K | 1.7% | ▲New New position | |
| 27 | Citigroup Inc COM NEW | $12.1M | 107.0K | 1.6% | ▲New New position | |
| 28 | Morgan Stanley COM NEW | $11.2M | 67.8K | 1.5% | ▲New New position | |
| 29 | Boston Scientific Corp COM | $8.5M | 136.0K | 1.2% | ▲New New position | |
| 30 | Compass Inc CL A | $6.0M | 816.6K | 0.8% | ▼−61% Reduced · −1.3M sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | BLACK HILLS CORPBKH | $20.8M | 300K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.