Think Investments LP

报告期 2026-03-31 · CIK 0001635999

持仓数

前50大市值合计

$762.5M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 24 项建仓 9增持 1减持 6清仓 8

方向

标的

Δ市值

现股数(环比)

建仓

SPY SPDR S&P 500 ETF TR

+$214.6M

500,000

减持

FUTU FUTU HLDGS LTD

-$47.6M

413,394 -13%

建仓

— KHOSLA VENTURES ACQUSTN CO I

+$38.1M

3,743,648

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

— HUMANIGEN INC

-$32.6M

0 -100%

减持

AMZN AMAZON COM INC

-$31.3M

13,500 -39%

清仓

— HERBALIFE NUTRITION LTD

-$22.2M

0 -100%

建仓

RKLB ROCKET LAB USA INC

+$21.9M

1,356,182

减持

— WORKHORSE GROUP INC

-$21.0M

401,480 -72%

建仓

PINS PINTEREST INC

+$18.6M

364,400

清仓

— VECTOR ACQUISITION CORP

-$17.8M

0 -100%

增持

TAL TAL EDUCATION GROUP

-$17.6M

1,911,200 +80%

减持

SNOW SNOWFLAKE INC

-$15.5M

7,000 -90%

清仓

— ANAPLAN INC

-$11.6M

0 -100%

清仓

— DRAGONEER GROWTH OPPORTUN CO

-$10.0M

0 -100%

清仓

— VIRGIN GALACTIC HOLDINGS INC

-$9.4M

0 -100%

建仓

— DANIMER SCIENTIFIC INC

+$8.7M

535,000

建仓

FRSH FRESHWORKS INC

+$8.5M

200,000

建仓

— NEW ORIENTAL ED & TECHNOLOGY

+$7.9M

3,846,200

清仓

PCT PURECYCLE TECHNOLOGIES INC

-$2.6M

0 -100%

减持

AFRM AFFIRM HLDGS INC

-$2.0M

300,000 -46%

建仓

— CCC INTELLIGENT SOLUTIONS HL

+$417.0K

504,702

清仓

— DRAGONEER GROWTH OPPORTUN CO

-$361.0K

0 -100%

减持

— DRAGONEER GROWTH OPPTY CORP

-$249.0K

990,000 -1%