13F HOLDINGS REPORT
3G Capital Partners LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001493152-23-041040
Total Value
$179.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANALOG DEVICES INC | ADI | 157,500 | $27.6M | 15.33% |
| 2 | META PLATFORMS INC | META | 78,000 | $23.4M | 13.02% |
| 3 | PDD HOLDINGS INC | PDD | 205,000 | $20.1M | 11.18% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 217,500 | $18.9M | 10.49% |
| 5 | AMAZON COM INC | AMZN | 147,500 | $18.8M | 10.42% |
| 6 | REMITLY GLOBAL INC | RELY | 700,000 | $17.7M | 9.82% |
| 7 | GOOSEHEAD INS INC | GSHD | 210,000 | $15.7M | 8.70% |
| 8 | BILL HOLDINGS INC | BILL | 117,500 | $12.8M | 7.09% |
| 9 | WYNN RESORTS LTD | WYNN | 105,000 | $9.7M | 5.39% |
| 10 | ALPHABET INC | GOOG | 72,500 | $9.5M | 5.27% |
| 11 | CARVANA CO | CVNA | 115,000 | $4.8M | 2.68% |
| 12 | ARM HOLDINGS PLC | 042068205 | 20,000 | $1.1M | 0.60% |