Think Investments LP 13F 持仓 · 2026年Q2
Think Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 8.47 亿美元。前几大持仓：MRVL（13.75%）、AMZN（9.16%）、LRCX（7.31%）。本季前 25 大持仓中：新建仓 8 只、增持 5 只、减持 4 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | $116.5M | 13.75% | 390,954 | 减持 |
| 2 | AMZN | AMAZON COM INC | $77.5M | 9.16% | 325,275 | 减持 |
| 3 | LRCX | LAM RESEARCH CORP | $61.9M | 7.31% | 142,800 | 新建仓 |
| 4 | TSEM | TOWER SEMICONDUCTOR LTD | $49.8M | 5.88% | 190,900 | 增持 |
| 5 | AEVA | AEVA TECHNOLOGIES INC | $47.4M | 5.59% | 1.6M | 增持 |
| 6 | WOLF | WOLFSPEED INC | $43.5M | 5.14% | 902,100 | 新建仓 |
| 7 | VSH | VISHAY INTERTECHNOLOGY INC | $42.7M | 5.05% | 794,600 | 新建仓 |
| 8 | RKT | ROCKET COS INC | $41.0M | 4.84% | 2.6M | 增持 |
| 9 | BRKR | BRUKER CORP | $38.8M | 4.59% | 645,400 | 增持 |
| 10 | BIDU | BAIDU INC | $38.5M | 4.55% | 337,053 | 新建仓 |
| 11 | IBN | ICICI BANK LIMITED | $37.5M | 4.43% | 1.3M | 持平 |
| 12 | GOOG | ALPHABET INC | $35.3M | 4.17% | 100,000 | 新建仓 |
| 13 | MELI | MERCADOLIBRE INC | $31.1M | 3.67% | 18,300 | 持平 |
| 14 | BABA | ALIBABA GROUP HLDG LTD | $30.8M | 3.63% | 320,500 | 持平 |
| 15 | LMRI | LUMEXA IMAGING HOLDINGS INC | $28.9M | 3.41% | 2.6M | 新建仓 |
| 16 | CRCL | CIRCLE INTERNET GROUP INC | $27.6M | 3.25% | 440,000 | 增持 |
| 17 | FUTU | FUTU HLDGS LTD | $21.4M | 2.53% | 228,700 | 持平 |
| 18 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $17.1M | 2.01% | 536,289 | 减持 |
| 19 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $16.9M | 2.00% | 550,400 | 新建仓 |
| 20 | TASK | TASKUS INC | $16.4M | 1.94% | 3.5M | 减持 |
| 21 | TTMI | TTM TECHNOLOGIES INC | $16.2M | 1.91% | 86,500 | 新建仓 |
| 22 | SHAK | SHAKE SHACK INC | $10.0M | 1.18% | 178,100 | 持平 |
| 23 | BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | 清仓 |
| 24 | BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | 清仓 |
| 25 | C | CITIGROUP INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR