13F HOLDINGS REPORT
3G Capital Partners LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001493152-24-019809
Total Value
$238.1M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 92,500 | $44.9M | 18.87% |
| 2 | PDD HOLDINGS INC | PDD | 295,000 | $34.3M | 14.41% |
| 3 | ANALOG DEVICES INC | ADI | 170,000 | $33.6M | 14.12% |
| 4 | GOOSEHEAD INS INC | GSHD | 375,000 | $25.0M | 10.49% |
| 5 | AMAZON COM INC | AMZN | 135,000 | $24.4M | 10.23% |
| 6 | APPLIED MATLS INC | 038222105 | 115,000 | $23.7M | 9.96% |
| 7 | APPLOVIN CORP | APP | 325,000 | $22.5M | 9.45% |
| 8 | LI AUTO INC | LAAOF | 470,000 | $14.2M | 5.98% |
| 9 | COUPANG INC | CPNG | 725,000 | $12.9M | 5.42% |
| 10 | KLAVIYO INC | KVYO | 100,000 | $2.5M | 1.07% |