Top 10 Stock Picks of Shashin Shah's Think Investments
In this article, we discuss the top 10 stock picks of Shashin Shah's Think Investments based on Q3 holdings of the fund.
Think Investments is a $3 billion investment firm headquartered in San Francisco with an additional presence in Mumbai. The firm invests globally in public and private companies, focusing on a multi-year time horizon and emphasizing creative primary research. Specializing in technology-led early-stage businesses, Think partners with high-quality management teams to build differentiated businesses with high returns on invested capital.
Founded in 2013 by Shashin Shah, Think Investments benefits from Shah's experience at Valiant Capital, Blue Ridge Capital, and Morgan Stanley. Shah holds a degree from The University of Texas at Austin and currently serves as a Managing Partner at Think Investments.
As of March 2024, Think Investments manages $3.27 billion in discretionary assets for six clients. Their Q1 2024 13F filing reported $448.23 million in managed securities, with a top 10 holdings concentration of 72.69%. The firm's largest holding is Amazon.com Inc., with 333,300 shares.
