Back to Think Investments LP
Q2 2026 13F filing
Updated 27 days ago22 disclosed positions worth $846.7M
Portfolio value
$846.7M
Total holdings
22
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MRVL MARVELL TECHNOLOGY INC | $116.5M | 391.0K | 13.75% | — |
| 2 | A AMZN AMAZON COM INC | $77.5M | 325.3K | 9.16% | — |
| 3 | L LRCX LAM RESEARCH CORP | $61.9M | 142.8K | 7.31% | — |
| 4 | T TSEM TOWER SEMICONDUCTOR LTD | $49.8M | 190.9K | 5.88% | — |
| 5 | ? N/A AEVA TECHNOLOGIES INC | $47.4M | 1.65M | 5.59% | — |
| 6 | ? N/A WOLFSPEED INC | $43.5M | 902.1K | 5.14% | — |
| 7 | V VSH VISHAY INTERTECHNOLOGY INC | $42.7M | 794.6K | 5.05% | — |
| 8 | R RKLB ROCKET COS INC | $41M | 2.60M | 4.84% | — |
| 9 | B BRKRP BRUKER CORP | $38.8M | 645.4K | 4.59% | — |
| 10 | B BAIDF BAIDU INC | $38.5M | 337.1K | 4.55% | — |
| 11 | I IBN ICICI BANK LIMITED | $37.5M | 1.29M | 4.43% | — |
| 12 | G GOOGN ALPHABET INC | $35.3M | 100.0K | 4.17% | — |
| 13 | M MELI MERCADOLIBRE INC | $31.1M | 18.3K | 3.67% | — |
| 14 | B BBAAY ALIBABA GROUP HLDG LTD | $30.8M | 320.5K | 3.63% | — |
| 15 | L LMRI LUMEXA IMAGING HOLDINGS INC | $28.9M | 2.56M | 3.41% | — |
| 16 | C CRCL CIRCLE INTERNET GROUP INC | $27.6M | 440.0K | 3.25% | — |
| 17 | F FUTU FUTU HLDGS LTD | $21.4M | 228.7K | 2.53% | — |
| 18 | A ATAT ATOUR LIFESTYLE HLDGS LTD | $17.1M | 536.3K | 2.01% | — |
| 19 | F FGRS FIGURE TECHNOLOGY SOLUTIO | $16.9M | 550.4K | 2.00% | — |
| 20 | T TRGP TASKUS INC | $16.4M | 3.51M | 1.94% | — |
| 21 | T TTMI TTM TECHNOLOGIES INC | $16.2M | 86.5K | 1.91% | — |
| 22 | S SHAK SHAKE SHACK INC | $10M | 178.1K | 1.18% | — |