Stock Taper

THINK INVESTMENTS LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Rocket Companies, Inc.RKT2.6M$40.99M
Aeva Technologies, Inc.AEVA1.65M$47.37M
ICICI Bank LimitedIBN1.29M$37.51M
Wolfspeed Inc.WOLF902.1K$43.53M
Vishay Intertechnology, Inc.VSH794.6K$42.73M
Bruker CorporationBRKR645.4K$38.84M
Figure Technology Solutions, Inc. Class A Common StockFIGR550.4K$16.9M
Circle Internet GroupCRCL440K$27.56M
Marvell Technology, Inc.MRVL390.95K$116.46M
Baidu, Inc.BIDU337.05K$38.52M
Amazon.com, Inc.AMZN325.27K$77.53M
Alibaba Group Holding LimitedBABA320.5K$30.76M
Futu Holdings LimitedFUTU228.7K$21.44M
Tower Semiconductor Ltd.TSEM190.9K$49.76M
Shake Shack Inc.SHAK178.1K$9.98M
Lam Research CorporationLRCX142.8K$61.88M
TTM Technologies, Inc.TTMI86.5K$16.18M
MercadoLibre, Inc.MELI18.3K$31.06M