3G Capital Partners Lp Top Holdings and 13F Report (2025) About 3G Capital Partners LpInvestment Activity3G Capital Partners Lp has $348.18 million in total holdings as of March 31, 2025.3G Capital Partners Lp owns shares of 16 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 23.31% of the portfolio was purchased this quarter.About 25.81% of the portfolio was sold this quarter.This quarter, 3G Capital Partners Lp has purchased 16 new stocks and bought additional shares in 6 stocks.3G Capital Partners Lp sold shares of 4 stocks and completely divested from 5 stocks this quarter.Largest Holdings Meta Platforms $48,990,600Analog Devices $40,334,000PDD $35,505,000MercadoLibre $31,213,920Atour Lifestyle $29,767,500 Largest New Holdings this Quarter G0896C103 - BBB FOODS INC $9,338,000 Holding461202103 - Intuit $6,139,900 HoldingM7S64H106 - monday.com $3,647,400 Holding98138H101 - Workday $3,502,950 Holding49845K101 - KLAVIYO INC $3,026,000 Holding Largest Purchases this Quarter Carvana 105,000 shares (about $21.95M)Analog Devices 65,000 shares (about $13.11M)Amazon.com 60,000 shares (about $11.42M)BBB FOODS INC 350,000 shares (about $9.34M)Intuit 10,000 shares (about $6.14M) Largest Sales this Quarter PDD 125,000 shares (about $14.79M)MercadoLibre 3,000 shares (about $5.85M)Goosehead Insurance 25,000 shares (about $2.95M)DraftKings 5,000 shares (about $166.05K) Sector Allocation Over TimeMap of 500 Largest Holdings of3G Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$48,990,600$4,322,700 ▲9.7%85,00014.1%Computer and TechnologyADIAnalog Devices$40,334,000$13,108,550 ▲48.1%200,00011.6%Computer and TechnologyPDDPDD$35,505,000$14,793,750 ▼-29.4%300,00010.2%Retail/WholesaleMELIMercadoLibre$31,213,920$5,852,610 ▼-15.8%16,0009.0%Retail/WholesaleATATAtour Lifestyle$29,767,500$1,417,500 ▲5.0%1,050,0008.5%Consumer DiscretionaryCPNGCoupang$29,605,500$3,289,500 ▲12.5%1,350,0008.5%Retail/WholesaleCVNACarvana$29,271,200$21,953,400 ▲300.0%140,0008.4%Retail/WholesaleGSHDGoosehead Insurance$26,563,500$2,951,500 ▼-10.0%225,0007.6%FinanceAPPLOVIN CORP$25,172,1500.0%95,0007.2%COM CL AAMZNAmazon.com$23,782,500$11,415,600 ▲92.3%125,0006.8%Retail/WholesaleBBB FOODS INC$9,338,000$9,338,000 ▲New Holding350,0002.7%CL A COMINTUIntuit$6,139,900$6,139,900 ▲New Holding10,0001.8%Computer and TechnologyMNDYmonday.com$3,647,400$3,647,400 ▲New Holding15,0001.0%Computer and TechnologyWDAYWorkday$3,502,950$3,502,950 ▲New Holding15,0001.0%Computer and TechnologyKLAVIYO INC$3,026,000$3,026,000 ▲New Holding100,0000.9%COM SER ADKNGDraftKings$2,324,700$166,050 ▼-6.7%70,0000.7%Consumer DiscretionaryBILLBILL$0$26,260,100 ▼-100.0%00.0%Computer and TechnologyUBERUber Technologies$0$16,588,000 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$16,228,800 ▼-100.0%00.0%Computer and TechnologySPTSprout Social$0$4,606,500 ▼-100.0%00.0%Computer and TechnologyAFRMAffirm$0$2,436,000 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
