Think Investments LP
Think Investments LP is a hedge fund and investment advisory firm headquartered in San Francisco, California. Focused on public and private market investments, the firm was founded around 2013 by Shashin Shah. It specializes in emerging markets, especially India, and manages capital primarily for institutional investors and high-net-worth individuals. As of recent data, Think Investments LP manages several funds and has assets under management totaling multiple billions USD. The firm is known for a relatively small, specialized team and a cross-market, fundamental research-driven approach.
Investment Strategy
Think Investments LP pursues a strategy that combines investments in both public and private companies, with a significant focus on high-growth opportunities in emerging markets, most notably India. The firm adopts a fundamental, research-driven approach, seeking to capitalize on sectoral trends and company-level insights in technology, financial services, and healthcare sectors, among others. Its philosophy emphasizes flexible capital allocation, active engagement, and a long-term, value-oriented perspective designed to generate superior risk-adjusted returns for investors.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 12.37% | $71.4M | 325,275 | $47.49 | $219.39 | +$9.5M |
T TASK | TASKUS INC | 10.85% | $62.6M | 3,734,665 | $14.29 | $16.76 | +$18.2M |
M MELI | MERCADOLIBRE INC | 8.29% | $47.8M | 18,300 | $664.05 | $2613.63 | +$12.1M |
I IBN | ICICI BANK LIMITED | 7.54% | $43.5M | 1,292,200 | $10.91 | $33.64 | +$2.7M |
R RDDT | REDDIT INC | 6.99% | $40.4M | 268,000 | $56.94 | $150.57 | +$12.2M |