0001635999-18-000003.txt : 20180515 0001635999-18-000003.hdr.sgml : 20180515 20180515163530 ACCESSION NUMBER: 0001635999-18-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180515 DATE AS OF CHANGE: 20180515 EFFECTIVENESS DATE: 20180515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Think Investments LP CENTRAL INDEX KEY: 0001635999 IRS NUMBER: 463174318 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16860 FILM NUMBER: 18837144 BUSINESS ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BUILDING C, SUITE CM-420 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 BUSINESS PHONE: 415-675-3271 MAIL ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BUILDING C, SUITE CM-420 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001635999 XXXXXXXX 03-31-2018 03-31-2018 false Think Investments LP

One Letterman Drive Building C, Suite Cm-420 San Francisco CA 94129

13F HOLDINGS REPORT 028-16860 N Tom Glaser 415-675-3271 /s/ Tom Glaser San Francisco CA 05-15-2018 0 18 458111 INFORMATION TABLE 2 infotable.xml 3-D SYS CORP DEL COM NEW 88554D205 10014 864000 SH SOLE 864000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 46601 253900 SH SOLE 253900 0 0 AMAZON COM INC COM 023135106 44723 30900 SH SOLE 30900 0 0 ASCENA RETAIL GROUP INC COM 04351G101 4763 2369668 SH SOLE 2369668 0 0 BEST INC SPONSORED ADS 08653C106 12360 1200000 SH SOLE 1200000 0 0 DROPBOX INC CL A 26210C104 23438 750000 SH SOLE 750000 0 0 FOSSIL GROUP INC COM 34988V106 5715 450000 SH SOLE 450000 0 0 FORTIVE CORP COM 34959J108 33357 430300 SH SOLE 430300 0 0 HERBALIFE LTD COM USD SHS G4412G101 34885 357900 SH SOLE 357900 0 0 INSULET CORP COM 45784P101 59922 691300 SH SOLE 691300 0 0 JD COM INC SPON ADR CL A 47215P106 19674 485900 SH SOLE 485900 0 0 OASIS PETE INC NEW COM 674215108 4547 561327 SH SOLE 561327 0 0 PALO ALTO NETWORKS INC COM 697435105 21165 116600 SH SOLE 116600 0 0 QUALCOMM INC COM 747525103 13221 238600 SH SOLE 238600 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 2021 35500 SH SOLE 35500 0 0 STAMPS COM INC COM NEW 852857200 32791 163100 SH SOLE 163100 0 0 STRATASYS LTD SHS M85548101 9969 494000 SH SOLE 494000 0 0 SPDR S&P 500 ETF TR PUT 78462F953 78945 300000 SH Put SOLE 0 0 0