13F HOLDINGS REPORT
3G Capital Partners LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001493152-25-006862
Total Value
$348.7M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 77,500 | $45.4M | 13.01% |
| 2 | PDD HOLDINGS INC | PDD | 425,000 | $41.2M | 11.82% |
| 3 | MERCADOLIBRE INC | MELI | 19,000 | $32.3M | 9.27% |
| 4 | APPLOVIN CORP | APP | 95,000 | $30.8M | 8.82% |
| 5 | ANALOG DEVICES INC | ADI | 135,000 | $28.7M | 8.23% |
| 6 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 1,000,000 | $26.9M | 7.71% |
| 7 | GOOSEHEAD INS INC | GSHD | 250,000 | $26.8M | 7.69% |
| 8 | COUPANG INC | CPNG | 1,200,000 | $26.4M | 7.56% |
| 9 | BILL HOLDINGS INC | BILL | 310,000 | $26.3M | 7.53% |
| 10 | UBER TECHNOLOGIES INC | UBER | 275,000 | $16.6M | 4.76% |
| 11 | BROADCOM INC | AVGO | 70,000 | $16.2M | 4.65% |
| 12 | AMAZON COM INC | AMZN | 65,000 | $14.3M | 4.09% |
| 13 | CARVANA CO | CVNA | 35,000 | $7.1M | 2.04% |
| 14 | SPROUT SOCIAL INC | SPT | 150,000 | $4.6M | 1.32% |
| 15 | DRAFTKINGS INC NEW | DKNG | 75,000 | $2.8M | 0.80% |
| 16 | AFFIRM HLDGS INC | AFRM | 40,000 | $2.4M | 0.70% |