13F HOLDINGS REPORT
3G Capital Partners LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001493152-23-004865
Total Value
$82.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BILL COM HLDGS INC | BILL | 200,000 | $21.8M | 26.55% |
| 2 | NVIDIA CORPORATION | NVDA | 130,000 | $19.0M | 23.15% |
| 3 | LAM RESEARCH CORP | LRCX | 30,000 | $12.6M | 15.36% |
| 4 | AXCELIS TECHNOLOGIES INC | ACLS | 125,000 | $9.9M | 12.09% |
| 5 | SERVICENOW INC | NOW | 12,357 | $4.8M | 5.85% |
| 6 | SNOWFLAKE INC | SNOW | 25,000 | $3.6M | 4.37% |
| 7 | ALPHABET INC | GOOG | 40,000 | $3.5M | 4.30% |
| 8 | HUBSPOT INC | HUBS | 12,000 | $3.5M | 4.23% |
| 9 | AMAZON COM INC | AMZN | 40,000 | $3.4M | 4.09% |