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Hedge Funds Similar to Think Investments

13F Portfolio OverlapQ2 2026Think Investments portfolio →
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Most similar hedge funds by 13F overlap

Think Investments LP is an institutional investor managing $847M across 22 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Think Investments are Maytree Asset Ltd, CloudAlpha Limited/Hong Kong, Hillhouse Advisors, Ltd., with shared positions in $MRVL, $WOLF, $TSEM, $TTMI, $VSH, $FUTU. The full ranking of 25 similar funds is below.

#1Maytree Asset Management LtdActive
Notable overlap · 4 shared positions
$MRVL$WOLF$TSEM$TTMI
$154M
44 positions
#2CloudAlpha Capital Management Limited/Hong KongActive
Notable overlap · 3 shared positions
$MRVL$VSH$WOLF
$3.5B
36 positions
#3Hillhouse Capital Advisors, Ltd.Active
Notable overlap · 3 shared positions
$MRVL$FUTU$BABA
$832M
35 positions
#4KEYSTONE INVESTORS PTE LTDActive
Notable overlap · 4 shared positions
$MRVL$CRCL$VSH$BABA
$1.9B
84 positions
#5AI-Squared Management LtdActive
Notable overlap · 4 shared positions
$BIDU$BABA$ATAT$CRCL
$187M
19 positions
#6Alta Park Capital, LPActive
Notable overlap · 3 shared positions
$MRVL$TSEM$MELI
$1.1B
27 positions
#7Arvin Capital Management LPPassive
Notable overlap · 5 shared positions
$RKT$TTMI$TSEM$WOLF$BABA
$766M
51 positions
#8North of South Capital LLPSmart money
Notable overlap · 3 shared positions
$BIDU$IBN$BABA
$1.4B
28 positions
#9Analog Century Management LPActive
Notable overlap · 3 shared positions
$MRVL$TSEM$TTMI
$2.7B
25 positions
#10Tairen Capital LtdActive
Notable overlap · 3 shared positions
$MRVL$BABA$BIDU
$1.1B
44 positions
#11BIT Capital GmbHActive
Some overlap · 3 shared positions
$MRVL$FIGR$CRCL
$3.4B
97 positions
#12Bitwise Funds TrustActive
Some overlap · 3 shared positions
$CRCL$FIGR$MELI
$452M
46 positions
#13G2 Investment Partners Management LLCPassive
Some overlap · 3 shared positions
$VSH$TSEM$TTMI
$549M
73 positions
#14TT International Asset Management LTDActive
Some overlap · 4 shared positions
$IBN$FUTU$MELI$BABA
$783M
49 positions
#15MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IBN$ATAT$BIDU
$292M
32 positions
#16Monolith Management LtdActive
Some overlap · 3 shared positions
$BABA$MRVL$TSEM
$221M
19 positions
#17HANSEATIC MANAGEMENT SERVICES INCPassive
Some overlap · 3 shared positions
$TTMI$MRVL$VSH
$136M
83 positions
#18Slate Path Capital LPActive
Some overlap · 3 shared positions
$WOLF$FIGR$CRCL
$7.2B
40 positions
#19Capstone Capital Management LtdPassive
Some overlap · 4 shared positions
$WOLF$VSH$TSEM$FUTU
$224M
160 positions
#20CHANNING GLOBAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$IBN$ATAT$BABA
$193M
41 positions
#21DCF Advisers, LLCSmart money
Some overlap · 3 shared positions
$MRVL$BIDU$BABA
$566M
93 positions
#22EMC Capital ManagementActive
Some overlap · 3 shared positions
$MELI$MRVL$BABA
$253M
53 positions
#23Contrarius Group Holdings LtdActive
Some overlap · 3 shared positions
$BIDU$BABA$CRCL
$2.2B
34 positions
#24Maxi Investments CY LtdActive
Some overlap · 3 shared positions
$BABA$MELI$VSH
$494M
72 positions
#25INTERCAPITAL, LLCPassive
Some overlap · 3 shared positions
$MELI$BABA$RKT
$401M
121 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.