Think Investments
$811M 13F equity value
37 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Think Investments covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | 390,954 | $116M | 14.4% |
| AMZN | AMAZON COM INC | 325,275 | $78M | 9.6% |
| LRCX | LAM RESEARCH CORP | 142,800 | $62M | 7.6% |
| TSEM | TOWER SEMICONDUCTOR LTD | 190,900 | $50M | 6.1% |
| AEVA | AEVA TECHNOLOGIES INC | 1,649,438 | $47M | 5.8% |
| WOLF | WOLFSPEED INC | 902,100 | $44M | 5.4% |
| VSH | VISHAY INTERTECHNOLOGY INC | 794,600 | $43M | 5.3% |
| RKT | ROCKET COS INC | 2,602,700 | $41M | 5.1% |
| BRKR | BRUKER CORP | 645,400 | $39M | 4.8% |
| BIDU | BAIDU INC | 337,053 | $39M | 4.7% |
Track Think Investments's 13F portfolio: $811M in reported holdings, 37 positions. Top holdings and quarterly changes on SentiSense.
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