13F HOLDINGS REPORT
3G Capital Partners LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001641172-25-010871
Total Value
$348.2M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 85,000 | $49.0M | 14.07% |
| 2 | ANALOG DEVICES INC | ADI | 200,000 | $40.3M | 11.58% |
| 3 | PDD HOLDINGS INC | PDD | 300,000 | $35.5M | 10.20% |
| 4 | MERCADOLIBRE INC | MELI | 16,000 | $31.2M | 8.96% |
| 5 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 1,050,000 | $29.8M | 8.55% |
| 6 | COUPANG INC | CPNG | 1,350,000 | $29.6M | 8.50% |
| 7 | CARVANA CO | CVNA | 140,000 | $29.3M | 8.41% |
| 8 | GOOSEHEAD INS INC | GSHD | 225,000 | $26.6M | 7.63% |
| 9 | APPLOVIN CORP | APP | 95,000 | $25.2M | 7.23% |
| 10 | AMAZON COM INC | AMZN | 125,000 | $23.8M | 6.83% |
| 11 | BBB FOODS INC | TBBB | 350,000 | $9.3M | 2.68% |
| 12 | INTUIT | INTU | 10,000 | $6.1M | 1.76% |
| 13 | MONDAY COM LTD | MNDY | 15,000 | $3.6M | 1.05% |
| 14 | WORKDAY INC | WDAY | 15,000 | $3.5M | 1.01% |
| 15 | KLAVIYO INC | KVYO | 100,000 | $3.0M | 0.87% |
| 16 | DRAFTKINGS INC NEW | DKNG | 70,000 | $2.3M | 0.67% |