13F HOLDINGS REPORT
3G Capital Partners LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001493152-25-023409
Total Value
$422.0M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 95,000 | $68.3M | 16.17% |
| 2 | META PLATFORMS INC | META | 80,000 | $58.8M | 13.92% |
| 3 | CARVANA CO | CVNA | 120,000 | $45.3M | 10.73% |
| 4 | BBB FOODS INC | TBBB | 1,600,000 | $43.1M | 10.22% |
| 5 | MERCADOLIBRE INC | MELI | 17,500 | $40.9M | 9.69% |
| 6 | ALPHABET INC | GOOG | 100,000 | $24.3M | 5.76% |
| 7 | ANALOG DEVICES INC | ADI | 90,000 | $22.1M | 5.24% |
| 8 | BROADCOM INC | AVGO | 65,000 | $21.4M | 5.08% |
| 9 | COUPANG INC | CPNG | 600,000 | $19.3M | 4.58% |
| 10 | SEA LTD | SE | 105,000 | $18.8M | 4.45% |
| 11 | MICROSOFT CORP | MSFT | 35,000 | $18.1M | 4.30% |
| 12 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 400,000 | $15.0M | 3.56% |
| 13 | PDD HOLDINGS INC | PDD | 100,000 | $13.2M | 3.13% |
| 14 | GOOSEHEAD INS INC | GSHD | 125,000 | $9.3M | 2.20% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 20,000 | $3.6M | 0.85% |
| 16 | ACCELERANT HOLDINGS | ARX | 35,000 | $521,150 | 0.12% |