Think Investments LP
San Francisco CA · SEC CIK 0001635999
$7.62亿2026Q1 申报市值
31持仓数
53.1%前十大占比 · 第一大 10.3%
14 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TSEM 新建仓+$3,253.40万
OGN 新建仓+$2,396.00万
XP 新建仓+$2,155.71万
BRKR 新建仓+$1,986.60万
META 新建仓+$1,945.24万
2026Q1 卖出最多 按季末市值估算
CORZ 清仓-$4,076.22万
GTLB 清仓-$3,708.71万
SMTC 减仓-$3,453.90万
SIMO 清仓-$2,681.81万
MRVL 减仓-$2,309.95万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $7,857.51万 | 10.31% | 377,275 | 52,000 | 16.0% | $1,083.00万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5,097.11万 | 6.69% | 514,600 | -233,211 | -31.2% | -$2,309.95万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $4,020.99万 | 5.27% | 320,500 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $3,813.95万 | 5.00% | 135,400 | 43,100 | 46.7% | $1,214.04万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $3,479.60万 | 4.56% | 364,700 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $3,346.80万 | 4.39% | 1,292,200 | 0 | 0.0% | — | 不变 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $3,303.70万 | 4.33% | 897,500 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $3,253.40万 | 4.27% | 185,400 | 185,400 | — | $3,253.40万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $3,164.11万 | 4.15% | 18,300 | 0 | 0.0% | — | 不变 |
| FUTU | FUTU HLDGS LTD | $3,127.70万 | 4.10% | 228,700 | 71,800 | 45.8% | $981.94万 | 加仓 |
| RKT | ROCKET COS INC | $2,894.89万 | 3.80% | 2,031,500 | 631,500 | 45.1% | $899.89万 | 加仓 |
| RDDT | REDDIT INC | $2,671.21万 | 3.50% | 198,382 | 0 | 0.0% | — | 不变 |
| TASK | TASKUS INC | $2,505.96万 | 3.29% | 3,734,665 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $2,396.00万 | 3.14% | 4,000,000 | 4,000,000 | — | $2,396.00万 | 新建仓 |
| XP | XP INC | $2,155.71万 | 2.83% | 1,132,200 | 1,132,200 | — | $2,155.71万 | 新建仓 |
| BKH | BLACK HILLS CORP 看涨期权 | $2,082.30万 | 2.73% | 300,000 | -500,000 | -62.5% | -$3,470.50万 | 减仓 |
| BRKR | BRUKER CORP | $1,986.60万 | 2.61% | 550,000 | 550,000 | — | $1,986.60万 | 新建仓 |
| META | META PLATFORMS INC | $1,945.24万 | 2.55% | 34,000 | 34,000 | — | $1,945.24万 | 新建仓 |
| SMTC | SEMTECH CORP | $1,670.05万 | 2.19% | 217,200 | -449,200 | -67.4% | -$3,453.90万 | 减仓 |
| BKH | BLACK HILLS CORP | $1,648.49万 | 2.16% | 237,500 | -300,137 | -55.8% | -$2,083.25万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $1,579.20万 | 2.07% | 1,200,000 | 1,200,000 | — | $1,579.20万 | 新建仓 |
| SHAK | SHAKE SHACK INC | $1,575.65万 | 2.07% | 178,100 | 178,100 | — | $1,575.65万 | 新建仓 |
| SE | SEA LTD | $1,440.89万 | 1.89% | 174,000 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1,427.09万 | 1.87% | 70,000 | 70,000 | — | $1,427.09万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $1,372.11万 | 1.80% | 146,000 | 146,000 | — | $1,372.11万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,353.58万 | 1.78% | 16,000 | 16,000 | — | $1,353.58万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,295.60万 | 1.70% | 35,000 | 35,000 | — | $1,295.60万 | 新建仓 |
| C | CITIGROUP INC | $1,213.49万 | 1.59% | 107,000 | 107,000 | — | $1,213.49万 | 新建仓 |
| MS | MORGAN STANLEY | $1,115.78万 | 1.46% | 67,800 | 67,800 | — | $1,115.78万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $853.40万 | 1.12% | 136,000 | 136,000 | — | $853.40万 | 新建仓 |
| COMP | COMPASS INC | $596.93万 | 0.78% | 816,600 | -1,301,300 | -61.4% | -$951.25万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -2,799,600 | -100.0% | -$4,076.22万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -988,200 | -100.0% | -$3,708.71万 | 清仓 |
| NU | NU HLDGS LTD 看涨期权 | $0 | 0.00% | 0 | -1,700,000 | -100.0% | -$2,845.80万 | 清仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $0 | 0.00% | 0 | -289,300 | -100.0% | -$2,681.81万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$2,549.40万 | 清仓 |
| QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -349,900 | -100.0% | -$674.26万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -74,800 | -100.0% | -$649.94万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW 看涨期权 | $0 | 0.00% | 0 | -400,000 | -100.0% | -$582.40万 | 清仓 |