Think Investments LP
San Francisco CA · SEC CIK 0001635999
$8.47亿2026Q2 申报市值
22持仓数
65.9%前十大占比 · 第一大 13.8%
7 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LRCX 新建仓+$6,187.95万
WOLF 新建仓+$4,352.63万
VSH 新建仓+$4,273.36万
BIDU 新建仓+$3,852.18万
LMRI 新建仓+$2,887.12万
2026Q2 卖出最多 按季末市值估算
TTMI 重新持有-$8,696.50万
CLS 清仓-$3,813.95万
MRVL 减仓-$3,683.29万
RDDT 清仓-$2,671.21万
OGN 清仓-$2,396.00万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | $1.16亿 | 13.75% | 390,954 | -123,646 | -24.0% | -$3,683.29万 | 减仓 |
| AMZN | AMAZON COM INC | $7,752.60万 | 9.16% | 325,275 | -52,000 | -13.8% | -$1,239.37万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $6,187.95万 | 7.31% | 142,800 | 142,800 | — | $6,187.95万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $4,975.62万 | 5.88% | 190,900 | 5,500 | 3.0% | $143.35万 | 加仓 |
| AEVA | AEVA TECHNOLOGIES INC | $4,737.19万 | 5.59% | 1,649,438 | 449,438 | 37.5% | $1,290.79万 | 加仓 |
| WOLF | WOLFSPEED INC | $4,352.63万 | 5.14% | 902,100 | 902,100 | — | $4,352.63万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $4,273.36万 | 5.05% | 794,600 | 794,600 | — | $4,273.36万 | 新建仓 |
| RKT | ROCKET COS INC | $4,099.25万 | 4.84% | 2,602,700 | 571,200 | 28.1% | $899.64万 | 加仓 |
| BRKR | BRUKER CORP | $3,884.02万 | 4.59% | 645,400 | 95,400 | 17.3% | $574.12万 | 加仓 |
| BIDU | BAIDU INC | $3,852.18万 | 4.55% | 337,053 | 337,053 | — | $3,852.18万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $3,751.26万 | 4.43% | 1,292,200 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC 看涨期权 | $3,533.30万 | 4.17% | 100,000 | 100,000 | — | $3,533.30万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $3,106.22万 | 3.67% | 18,300 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $3,076.16万 | 3.63% | 320,500 | 0 | 0.0% | — | 不变 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $2,887.12万 | 3.41% | 2,559,501 | 2,559,501 | — | $2,887.12万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2,755.72万 | 3.25% | 440,000 | 75,300 | 20.6% | $471.60万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $2,143.83万 | 2.53% | 228,700 | 0 | 0.0% | — | 不变 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $1,705.40万 | 2.01% | 536,289 | -361,211 | -40.2% | -$1,148.65万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $1,690.28万 | 2.00% | 550,400 | 550,400 | — | $1,690.28万 | 新建仓 |
| TASK | TASKUS INC | $1,643.69万 | 1.94% | 3,512,150 | -222,515 | -6.0% | -$104.14万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $1,617.72万 | 1.91% | 86,500 | -465,004 | -84.3% | -$8,696.50万 | 重新持有 |
| SHAK | SHAKE SHACK INC | $997.72万 | 1.18% | 178,100 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -135,400 | -100.0% | -$3,813.95万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -198,382 | -100.0% | -$2,671.21万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -4,000,000 | -100.0% | -$2,396.00万 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -1,132,200 | -100.0% | -$2,155.71万 | 清仓 |
| BKH | BLACK HILLS CORP 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$2,082.30万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -34,000 | -100.0% | -$1,945.24万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -217,200 | -100.0% | -$1,670.05万 | 清仓 |
| BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | -237,500 | -100.0% | -$1,648.49万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -174,000 | -100.0% | -$1,440.89万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -70,000 | -100.0% | -$1,427.09万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -146,000 | -100.0% | -$1,372.11万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$1,353.58万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -35,000 | -100.0% | -$1,295.60万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -107,000 | -100.0% | -$1,213.49万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -67,800 | -100.0% | -$1,115.78万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -136,000 | -100.0% | -$853.40万 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -816,600 | -100.0% | -$596.93万 | 清仓 |