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Midas Edge

13-F holdings, Q2 2026

Think Investments LP

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$811.4M
Positions
21
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. MRVL$116.5M
    390,954 shares14.4% of the book
  2. AMZN$77.5M
    325,275 shares9.6% of the book
  3. LRCX$61.9M
    142,800 shares7.6% of the book
  4. TSEM$49.8M
    190,900 shares6.1% of the book
  5. AEVA$47.4M
    1,649,438 shares5.8% of the book
  6. WOLF$43.5M
    902,100 shares5.4% of the book
  7. VSH$42.7M
    794,600 shares5.3% of the book
  8. RKT$41M
    2,602,700 shares5.1% of the book
  9. BRKR$38.8M
    645,400 shares4.8% of the book
  10. BIDU$38.5M
    337,053 shares4.7% of the book

What changed this quarter

7 new positions and 16 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • LRCX

    LAM RESEARCH CORP

    +$61.9M

    New

  • WOLF

    WOLFSPEED INC

    +$43.5M

    New

  • VSH

    VISHAY INTERTECHNOLOGY INC

    +$42.7M

    New

  • BIDU

    BAIDU INC

    +$38.5M

    New

  • LMRI

    LUMEXA IMAGING HOLDINGS INC

    +$28.9M

    New

Largest sells

  • CLS

    CELESTICA INC

    −$38.1M

    Sold out, was 5.1% of the book

  • MRVL

    MARVELL TECHNOLOGY INC

    −$36.8M

    -24% shares

  • RDDT

    REDDIT INC

    −$26.7M

    Sold out, was 3.6% of the book

  • OGN

    ORGANON & CO

    −$24M

    Sold out, was 3.2% of the book

  • XP

    XP INC

    −$21.6M

    Sold out, was 2.9% of the book

What was sold out, by size

  • 16 real positions, 0.25% of the book or more

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.