13F HOLDINGS REPORT
3G Capital Partners LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001641172-25-023994
Total Value
$407.4M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 80,000 | $59.0M | 14.49% |
| 2 | GOOSEHEAD INS INC | GSHD | 462,500 | $48.8M | 11.98% |
| 3 | MERCADOLIBRE INC | MELI | 17,500 | $45.7M | 11.23% |
| 4 | PDD HOLDINGS INC | PDD | 425,000 | $44.5M | 10.92% |
| 5 | BBB FOODS INC | TBBB | 1,500,000 | $41.6M | 10.22% |
| 6 | COUPANG INC | CPNG | 1,250,000 | $37.5M | 9.19% |
| 7 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 1,150,000 | $37.4M | 9.18% |
| 8 | APPLOVIN CORP | APP | 95,000 | $33.3M | 8.16% |
| 9 | CARVANA CO | CVNA | 90,000 | $30.3M | 7.44% |
| 10 | ANALOG DEVICES INC | ADI | 90,000 | $21.4M | 5.26% |
| 11 | MONDAY COM LTD | MNDY | 25,000 | $7.9M | 1.93% |