Think Investments LP

Portfolio Overview

Think Investments LP manages a concentrated portfolio valued at approximately $586.7 million as of the report date September 30, 2025. The portfolio exhibits a high-conviction strategy characterized by low diversification, comprising only 17 holdings. During the quarter, the firm experienced modest growth, with total assets under management (AUM) increasing by 1.7% from $576.9 million. The portfolio structure suggests a focus on mid-to-large capitalization growth opportun...