Institutional Manager · CIK 0001421669
3G Capital Partners LP
New York, NY · File #028-12896
Latest AUM
$424.1M
Positions
13
Top-10 Concentration
91.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202513 pos · $424.1M
- 13F HOLDINGS REPORTQ/E Sep 202516 pos · $422.0M
- 13F HOLDINGS REPORTQ/E Jun 202511 pos · $407.4M
- 13F HOLDINGS REPORTQ/E Mar 202516 pos · $348.2M
- 13F HOLDINGS REPORTQ/E Dec 202416 pos · $348.7M
- 13F HOLDINGS REPORTQ/E Sep 202413 pos · $296.5M
- 13F HOLDINGS REPORTQ/E Jun 202414 pos · $260.0M
- 13F HOLDINGS REPORTQ/E Mar 202410 pos · $238.1M
- 13F HOLDINGS REPORTQ/E Dec 202312 pos · $179.9M
- 13F HOLDINGS REPORTQ/E Sep 202313 pos · $99.0M
- 13F HOLDINGS REPORTQ/E Jun 20239 pos · $76.9M
- 13F HOLDINGS REPORTQ/E Mar 20239 pos · $82.1M
Top 13 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |