Marcus Werner

Think Investments Lp

Assets Managed

$762.45M

Holdings

Last Quarter

2026 - Q1

Filed Date

15d ago

Growth Rate

-15.03%(2Q avg: 1.79%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Think Investments Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Think Investments Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 762.45M in assets, with a quarterly growth rate of -15.03% and a 2-quarter average growth rate of 1.79%. The portfolio is managed by Marcus Werner, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AMZN Amazon.com Inc Recent Activity Increased 15.99%	10.31%	$78.575M 377,275 shares@ $208.27 avg price	Increased 15.99%
MRVL Marvell Technology Inc Recent Activity Decreased -50.88%	6.69%	$50.971M 514,600 shares@ $99.05 avg price	Decreased -50.88%
BABA Alibaba Group Holding-sp Adr Recent Activity	5.28%	$40.21M 320,500 shares@ $125.46 avg price
CLS Celestica Inc Recent Activity Increased 46.7%	5.01%	$38.139M 135,400 shares@ $281.68 avg price	Increased 46.7%
BKH Black Hills Corp Recent Activity Decreased -59.81%	4.9%	$37.308M 537,500 shares@ $69.41 avg price	Decreased -59.81%
CRCL Circle Internet Group Inc Recent Activity	4.57%	$34.796M 364,700 shares@ $95.41 avg price
IBN Icici Bank Ltd-spon Adr Recent Activity	4.39%	$33.468M 1.292M shares@ $25.9 avg price
ATAT Atour Lifestyle Holdings-adr Recent Activity	4.34%	$33.037M 897,500 shares@ $36.81 avg price
TSEM Tower Semiconductor Ltd Recent Activity New Position	4.27%	$32.534M 185,400 shares@ $175.48 avg price	New Position
MELI Mercadolibre Inc Recent Activity	4.15%	$31.641M 18,300 shares@ $1729.02 avg price

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