13F HOLDINGS REPORT
3G Capital Partners LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001493152-23-028414
Total Value
$99.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 50,000 | $14.3M | 14.50% |
| 2 | ALIBABA GROUP HLDG LTS | BBAAY | 165,000 | $13.8M | 13.89% |
| 3 | BILL HOLDINGS INC | BILL | 115,000 | $13.4M | 13.57% |
| 4 | WYNN RESORTS LTD | WYNN | 105,000 | $11.1M | 11.20% |
| 5 | ANALOG DEVICES INC | ADI | 48,000 | $9.4M | 9.45% |
| 6 | APPLIED MATLS INC | 038222105 | 58,500 | $8.5M | 8.54% |
| 7 | GOOSEHEAD INS INC | GSHD | 104,697 | $6.6M | 6.65% |
| 8 | LAM RESEARCH CORP | LRCX | 9,000 | $5.8M | 5.84% |
| 9 | KLA CORP | KLAC | 10,000 | $4.9M | 4.90% |
| 10 | ALPHABET INC | GOOG | 30,000 | $3.6M | 3.63% |
| 11 | PDD HOLDINGS INC | PDD | 50,000 | $3.5M | 3.49% |
| 12 | JD.COM INC | JDCMF | 80,000 | $2.7M | 2.76% |
| 13 | CARVANA CO | CVNA | 60,000 | $1.6M | 1.57% |