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Livermore
Livermore
ZHEN

Think Investments LP

SEC CIK
0001635999
Latest filing
Aug 14, 2026

The latest 13F from Think Investments LP covers Q2 2026 (filed Aug 14, 2026): 21 long positions worth $811.4M. The top 10 holdings make up 68.7% of the portfolio, and the largest is Marvell Technology, Inc. (MRVL) at 14.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$248.6M
Added
5
Est. +$33.8M
Reduced
4
Est. −$61.8M
Sold out
16
Est. −$269.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. MRVLMarvell Technology, Inc.
    14.4%$116.5MHistory
  2. AMZNAmazon Com Inc
    9.6%$77.5MHistory
  3. LRCXLam Research Corp
    7.6%$61.9MHistory
  4. TSEMTower Semiconductor Ltd
    6.1%$49.8MHistory
  5. AEVAAeva Technologies, Inc.
    5.8%$47.4MHistory

Share of portfolio

Top 5 holdings and the other 16 positions, by share of portfolio value

  1. MRVL14.4%
  2. AMZN9.6%
  3. LRCX7.6%
  4. TSEM6.1%
  5. AEVA5.8%
  6. Other 16 positions56.5%

Biggest buys

New and added positions, by estimated amount bought

  1. LRCXLam Research Corp
    +$61.9MNewHistory
  2. WOLFWolfspeed, Inc.
    +$43.5MNewHistory
  3. VSHVishay Intertechnology Inc
    +$42.7MNewHistory
  4. BIDUBaidu, Inc.
    +$38.5MNewHistory
  5. LMRILumexa Imaging Holdings, Inc.
    +$28.9MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. LRCXLam Research Corp
    +7.63 pp0.0% → 7.6%History
  2. WOLFWolfspeed, Inc.
    +5.36 pp0.0% → 5.4%History
  3. VSHVishay Intertechnology Inc
    +5.27 pp0.0% → 5.3%History
  4. BIDUBaidu, Inc.
    +4.75 pp0.0% → 4.7%History
  5. AEVAAeva Technologies, Inc.
    +3.71 pp2.1% → 5.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CLSCelestica Inc
    −$38.1MSold outHistory
  2. MRVLMarvell Technology, Inc.
    −$36.8MReducedHistory
  3. RDDTReddit, Inc.
    −$26.7MSold outHistory
  4. OGNOrganon & Co.
    −$24.0MSold outHistory
  5. XPXP Inc.
    −$21.6MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CLSCelestica Inc
    −5.14 pp5.1% → 0.0%History
  2. RDDTReddit, Inc.
    −3.60 pp3.6% → 0.0%History
  3. OGNOrganon & Co.
    −3.23 pp3.2% → 0.0%History
  4. XPXP Inc.
    −2.91 pp2.9% → 0.0%History
  5. METAMeta Platforms, Inc.
    −2.62 pp2.6% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$811.4M
+$69.7M (+9.4%) vs. prior quarter
Positions
21
−9 vs. prior quarter
Top 10 concentration
68.7%
Top 10 as share of value
Turnover
36.4%
Q2 2026, one quarter
Average holding period
7.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $811.4M (Q2 2026)

Q1 2021: $588.7MQ2 2021: $732.0MQ3 2021: $655.2MQ4 2021: $431.0MQ1 2022: $352.5MQ2 2022: $343.3MQ3 2022: $326.1MQ4 2022: $300.6MQ1 2023: $422.1MQ2 2023: $443.5MQ3 2023: $432.0MQ4 2023: $401.9MQ1 2024: $448.2MQ2 2024: $485.8MQ3 2024: $511.7MQ4 2024: $454.5MQ1 2025: $512.7MQ2 2025: $576.9MQ3 2025: $756.6MQ4 2025: $782.0MQ1 2026: $741.6MQ2 2026: $811.4M
Q1 2021Q2 2026
13F filings of Think Investments LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202621$811.4MMRVLAMZNLRCXvs. Q1 2026SEC
Q1 2026May 15, 202630$741.6MAMZNMRVLBABAvs. Q4 2025SEC
Q4 2025Feb 17, 202622$782.0MAMZNMRVLSMTCvs. Q3 2025SEC
Q3 2025Nov 14, 202520$756.6MRDDTAMZNTASKvs. Q2 2025SEC
Q2 2025Aug 14, 202521$576.9MAMZNTASKMELIvs. Q1 2025SEC
Q1 2025May 15, 202521$512.7MAMZNTASKSEvs. Q4 2024SEC
Q4 2024Feb 14, 202518$454.5MAMZNTASKSNAPvs. Q3 2024SEC
Q3 2024Nov 14, 202417$511.7MTWKSAMZNSNAPvs. Q2 2024SEC
Q2 2024Aug 14, 202420$485.8MAMZNSNAPIBNvs. Q1 2024SEC
Q1 2024May 15, 202420$448.2MAMZNXYZIBNvs. Q4 2023SEC
Q4 2023Feb 14, 202421$401.9MAMZNXYZIBNvs. Q3 2023SEC
Q3 2023Nov 14, 202323$432.0MAMZNIBNBABAvs. Q2 2023SEC
Q2 2023Aug 14, 202320$443.5MCARAMZNIBNvs. Q1 2023SEC
Q1 2023May 15, 202320$422.1MBABAIBNQCOMvs. Q4 2022SEC
Q4 2022Feb 14, 202319$300.6MIBNBABAQCOMvs. Q3 2022SEC
Q3 2022Nov 14, 202222$326.1MIBNAMZNQCOMvs. Q2 2022SEC
Q2 2022Aug 15, 202221$343.3MQCOMSEIBNvs. Q1 2022SEC
Q1 2022May 16, 202223$352.5MSEIBNAMZNvs. Q4 2021SEC
Q4 2021Feb 14, 202221$431.0MSEIBNAMZNvs. Q3 2021SEC
Q3 2021Nov 15, 202129$655.2MSEPODDIBNvs. Q2 2021SEC
Q2 2021Aug 16, 202129$732.0MSEFUTUAMZNvs. Q1 2021SEC
Q1 2021May 17, 202125$588.7MSEFUTUPODD–SEC

13D and 13G filings

Companies where Think Investments LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Think Investments LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
TASKTaskUs, Inc.13G/A9.60%3.51M shares−1.10 ppfrom 10.70%Sep 16, 20249 filingsAug 14, 2026SEC
TWKSThoughtworks Holding, Inc.13G8.80%28.6M sharesNewNov 14, 20241 filingNov 14, 2024SEC

Latest filings

10 filings on file made by Think Investments LP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Think Investments LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
TASKTaskUs, Inc.Aug 14, 20264:21 PM ET13G/A9.60%3.51M shares−1.10 ppfrom 10.70%Jun 30, 2026SEC
TASKTaskUs, Inc.Oct 15, 20254:09 PM ET13G/A10.70%3.73M shares−9.10 ppfrom 19.80%Oct 15, 2025SEC
TASKTaskUs, Inc.Aug 26, 20251:40 PM ET13D/A19.80%3.73M shares0.00 ppfrom 19.80%May 9, 2025SEC
TASKTaskUs, Inc.Aug 26, 20251:16 PM ET13D/A19.80%3.73M shares0.00 ppfrom 19.80%May 9, 2025SEC
TASKTaskUs, Inc.Aug 26, 20251:07 PM ET13D/A19.80%3.73M shares0.00 ppfrom 19.80%May 9, 2025SEC
TASKTaskUs, Inc.Jul 11, 20254:03 PM ET13D19.80%3.73M shares+2.90 ppfrom 16.90%May 9, 2025SEC
TASKTaskUs, Inc.Jan 10, 20257:15 PM ET13G/A16.90%3.25M shares+5.50 ppfrom 11.40%Jan 8, 2025SEC
TWKSThoughtworks Holding, Inc.Nov 14, 20246:44 PM ET13G8.80%28.6M sharesNewSep 19, 2024SEC
TASKTaskUs, Inc.Sep 18, 20245:49 PM ET13G/A11.40%2.13M shares+3.80 ppfrom 7.60%Sep 4, 2024SEC
TASKTaskUs, Inc.Sep 16, 20247:00 PM ET13G7.60%1.47M sharesNewDec 31, 2023SEC