13F HOLDINGS REPORT
3G Capital Partners LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001493152-24-045815
Total Value
$296.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 375,000 | $50.6M | 17.05% |
| 2 | META PLATFORMS INC | META | 75,000 | $42.9M | 14.48% |
| 3 | ANALOG DEVICES INC | ADI | 165,000 | $38.0M | 12.81% |
| 4 | AMAZON COM INC | AMZN | 180,000 | $33.5M | 11.31% |
| 5 | APPLOVIN CORP | APP | 250,000 | $32.6M | 11.01% |
| 6 | COUPANG INC | CPNG | 1,300,000 | $31.9M | 10.76% |
| 7 | GOOSEHEAD INS INC | GSHD | 290,000 | $25.9M | 8.73% |
| 8 | UBER TECHNOLOGIES INC | UBER | 170,000 | $12.8M | 4.31% |
| 9 | MERCADOLIBRE INC | MELI | 6,000 | $12.3M | 4.15% |
| 10 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 275,000 | $7.1M | 2.41% |
| 11 | KLAVIYO INC | KVYO | 100,000 | $3.5M | 1.19% |
| 12 | WORKDAY INC | WDAY | 12,500 | $3.1M | 1.03% |
| 13 | CARVANA CO | CVNA | 12,782 | $2.2M | 0.75% |