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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Think Investments LP INSTITUTION : Think Investments LP
Think Investments LP Buys/Sells In Portfolio (reported on 2019-11-14)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
HDFC BANK LTD    (SPONSORED ADS)HDB547,1860
New Buy
New Buy
DROPBOX INC    (CL A)750,000151,000
Added599,000
396.68%
SEA LTD    (SPONSORED ADS)862,600750,000
Added112,600
15.01%
QUALCOMM INC    (COM)QCOM328,166303,933
Added24,233
7.97%
MERCADOLIBRE INC    (COM)MELI49,00052,800
Reduced3,800
7.19%
ICICI BK LTD    (ADR)IBN2,989,7003,527,300
Reduced537,600
15.24%
ALIBABA GROUP HLDG LTD    (SPONSOREBABA126,496151,600
Reduced25,104
16.55%
INSULET CORP    (COM)PODD178,600245,600
Reduced67,000
27.28%
AMAZON COM INC    (COM)AMZN15,80021,800
Reduced6,000
27.52%
ZILLOW GROUP INC    (CL C CAP STK)502,800745,864
Reduced243,064
32.58%
OASIS PETE INC NEW    (COM)OAS561,3271,174,200
Reduced612,873
52.19%
TILRAY INC    (COM CL 2)221,253500,000
Reduced278,747
55.74%
LUCKIN COFFEE INC    (SPONSORED ADS65,000250,000
Reduced185,000
74.00%
PINTEREST INC    (CL A)050,000
Sold Out
Sold Out
SEA LTD    (SPONSORED ADS)0574,500
Sold Out
Sold Out
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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