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David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Think Investments LP INSTITUTION : Think Investments LP
Think Investments LP Portfolio (reported on 2019-11-14)
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
ICICI BK LTD    (ADR) IBN 36,415,000 2,989,700 13.83%
HDFC BANK LTD    (SPONSORED ADS) HDB 31,217,000 547,186 11.86%
INSULET CORP    (COM) PODD 29,457,000 178,600 11.19%
AMAZON COM INC    (COM) AMZN 27,427,000 15,800 10.42%
MERCADOLIBRE INC    (COM) MELI 27,010,000 49,000 10.26%
SEA LTD    (SPONSORED ADS) 26,697,000 862,600 10.14%
QUALCOMM INC    (COM) QCOM 25,033,000 328,166 9.51%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 21,154,000 126,496 8.03%
DROPBOX INC    (CL A) 15,128,000 750,000 5.74%
ZILLOW GROUP INC    (CL C CAP STK) 14,993,000 502,800 5.69%
TILRAY INC    (COM CL 2) 5,474,000 221,253 2.07%
OASIS PETE INC NEW    (COM) OAS 1,942,000 561,327 0.73%
LUCKIN COFFEE INC    (SPONSORED ADS) 1,235,000 65,000 0.46%
Total Value As 2019-09-30: 263,182,000 SEC FILING
* Portfolios do not reflect changes after reporting
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