13F HOLDINGS REPORT
3G Capital Partners LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001493152-26-007083
Total Value
$424.1M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 95,000 | $64.0M | 15.09% |
| 2 | CARVANA CO | CVNA | 150,000 | $63.3M | 14.93% |
| 3 | META PLATFORMS INC | META | 90,000 | $59.4M | 14.01% |
| 4 | MERCADOLIBRE INC | MELI | 25,000 | $50.4M | 11.87% |
| 5 | MICROSOFT CORP | MSFT | 90,000 | $43.5M | 10.26% |
| 6 | AMAZON COM INC | AMZN | 130,000 | $30.0M | 7.07% |
| 7 | ALPHABET INC | GOOG | 80,000 | $25.0M | 5.90% |
| 8 | SEA LTD | SE | 150,000 | $19.1M | 4.51% |
| 9 | BBB FOODS INC | TBBB | 550,000 | $18.4M | 4.33% |
| 10 | GOOSEHEAD INS INC | GSHD | 225,000 | $16.6M | 3.91% |
| 11 | COUPANG INC | CPNG | 700,000 | $16.5M | 3.89% |
| 12 | ALIBABA GROUP HLDG LTD | BBAAY | 75,000 | $11.0M | 2.59% |
| 13 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 175,000 | $6.9M | 1.63% |