THINK INVESTMENTS LP
Q2 2026 Form 13-F
SAN FRANCISCO, CALIFORNIA
CIK 0001635999
· CRD 169347
· SEC-registered investment adviser
Consolidated report · includes
1 manager
since Q2 2022
$846.7M Reported Value Total
THINK INVESTMENTS reports 6 total accounts under management (AUM). There are 6 discretionary accounts valued at $4,304,694,194, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
2 funds
· $4.3B gross asset value
Hedge Fund: $4.3B
Source: Form ADV filed 2026-04-01
Reported value
$846.7M
Quarter over quarter
+25.2%
Holdings
21
Top-10 concentration
65.9%
Filing Structure
Reports holdings for
- MIRABELLA FINANCIAL SERVICES LLP · File #028-20053 · since Q2 2022
Key People
Form ADV owners & control persons
Shashin Pradip Shah
MANAGING PRINCIPAL, TRUSTEE OF SHAH REVOCABLE TRUST
Jennifer Na Chong Kim
CFO
Marcus Andrew Werner
CCO
Filing Navigation
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $846.7M |
| Positions | 21 |
| Change in reported value | +11.1% |
| New positions | 7 |
| Exited positions | 16 |
| Position turnover | 62.2% |
| Top-10 concentration | 65.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
21 | $846.7M |
|
Q1 2026 13F
Filed May 15, 2026
|
30 | $762.5M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
22 | $897.3M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
20 | $756.6M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
21 | $576.9M |
|
Q1 2025 13F
Filed May 15, 2025
|
21 | $512.7M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
18 | $454.5M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
17 | $511.7M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
20 | $485.8M |
|
Q1 2024 13F
Filed May 15, 2024
|
20 | $448.2M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
21 | $428.2M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
23 | $442.9M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
20 | $456.9M |
|
Q1 2023 13F
Filed May 15, 2023
|
20 | $437.7M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
19 | $307.2M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
22 | $326.1M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
21 | $343.3M |
|
Q1 2022 13F
Filed May 16, 2022
|
23 | $352.5M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
21 | $526.0M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
29 | $869.8M |
27 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MRVL MARVELL TECHNOLOGY INC | $116.5M | 13.75% |
| 2 | AMZN AMAZON COM INC | $77.5M | 9.16% |
| 3 | LRCX LAM RESEARCH CORP | $61.9M | 7.31% |
| 4 | TSEM TOWER SEMICONDUCTOR LTD | $49.8M | 5.88% |
| 5 | AEVA AEVA TECHNOLOGIES INC | $47.4M | 5.59% |
| 6 | WOLF WOLFSPEED INC | $43.5M | 5.14% |
| 7 | VSH VISHAY INTERTECHNOLOGY INC | $42.7M | 5.05% |
| 8 | RKT ROCKET COS INC | $41.0M | 4.84% |
| 9 | BRKR BRUKER CORP | $38.8M | 4.59% |
| 10 | BIDU BAIDU INC | $38.5M | 4.55% |
| 11 | IBN ICICI BANK LIMITED | $37.5M | 4.43% |
| 12 | GOOG C ALPHABET INC | $35.3M | 4.17% |
| 13 | MELI MERCADOLIBRE INC | $31.1M | 3.67% |
| 14 | BABA ALIBABA GROUP HLDG LTD | $30.8M | 3.63% |
| 15 | LMRI LUMEXA IMAGING HOLDINGS INC | $28.9M | 3.41% |
| 16 | CRCL CIRCLE INTERNET GROUP INC | $27.6M | 3.25% |
| 17 | FUTU FUTU HLDGS LTD | $21.4M | 2.53% |
| 18 | ATAT ATOUR LIFESTYLE HLDGS LTD | $17.1M | 2.01% |
| 19 | FIGR FIGURE TECHNOLOGY SOLUTIO | $16.9M | 2.0% |
| 20 | TASK TASKUS INC | $16.4M | 1.94% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.