13F HOLDINGS REPORT
3G Capital Partners LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001493152-24-032159
Total Value
$260.0M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 67,500 | $34.0M | 13.09% |
| 2 | PDD HOLDINGS INC | PDD | 255,000 | $33.9M | 13.04% |
| 3 | COUPANG INC | CPNG | 1,450,000 | $30.4M | 11.68% |
| 4 | GOOSEHEAD INS INC | GSHD | 462,300 | $26.6M | 10.21% |
| 5 | AMAZON COM INC | AMZN | 135,000 | $26.1M | 10.03% |
| 6 | ANALOG DEVICES INC | ADI | 100,000 | $22.8M | 8.78% |
| 7 | UBER TECHNOLOGIES INC | UBER | 300,000 | $21.8M | 8.39% |
| 8 | APPLOVIN CORP | APP | 235,000 | $19.6M | 7.52% |
| 9 | MERCADOLIBRE INC | MELI | 10,000 | $16.4M | 6.32% |
| 10 | CARVANA CO | CVNA | 70,000 | $9.0M | 3.47% |
| 11 | APPLIED MATLS INC | 038222105 | 30,000 | $7.1M | 2.72% |
| 12 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 275,000 | $5.0M | 1.94% |
| 13 | NETEASE INC | NETTF | 50,000 | $4.8M | 1.84% |
| 14 | KLAVIYO INC | KVYO | 100,000 | $2.5M | 0.96% |