3G Capital Partners Lp Top Holdings and 13F Report (2024)

About 3G Capital Partners Lp

3G Capital Partners Lp has $238.06 million in total holdings as of March 31, 2024.
3G Capital Partners Lp owns shares of 10 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
Approximately 45.90% of the portfolio was purchased this quarter.
About 19.16% of the portfolio was sold this quarter.
This quarter, 3G Capital Partners Lp has purchased 9 new stocks and bought additional shares in 3 stocks.
3G Capital Partners Lp sold shares of 0 stocks and completely divested from 4 stocks this quarter.

Applied Materials: 115,000 shares (about $23.72M)
APPLOVIN CORP: 325,000 shares (about $22.50M)
PDD: 190,000 shares (about $22.09M)
Li Auto: 470,000 shares (about $14.23M)
Coupang: 725,000 shares (about $12.90M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
META Meta Platforms	$44,916,150		0.0%	92,500	18.9%	Computer and Technology
PDD PDD	$34,293,750	$22,087,500 ▲	181.0%	295,000	14.4%	Multi-Sector Conglomerates
ADI Analog Devices	$33,624,300	$2,966,850 ▲	9.7%	170,000	14.1%	Computer and Technology
GSHD Goosehead Insurance	$24,982,500	$8,327,500 ▲	50.0%	375,000	10.5%	Finance
AMZN Amazon.com	$24,351,300		0.0%	135,000	10.2%	Retail/Wholesale
AMAT Applied Materials	$23,716,450	$23,716,450 ▲	New Holding	115,000	10.0%	Computer and Technology
APPLOVIN CORP	$22,496,500	$22,496,500 ▲	New Holding	325,000	9.4%	COM CL A
LI Li Auto	$14,231,600	$14,231,600 ▲	New Holding	470,000	6.0%	Auto/Tires/Trucks
CPNG Coupang	$12,897,750	$12,897,750 ▲	New Holding	725,000	5.4%	Retail/Wholesale
KLAVIYO INC	$2,548,000	$2,548,000 ▲	New Holding	100,000	1.1%	COM SER A
JD JD.com	$0	$20,223,000 ▼	-100.0%	0	0.0%	Retail/Wholesale
BABA Alibaba Group	$0	$9,688,750 ▼	-100.0%	0	0.0%	Retail/Wholesale
BILL BILL	$0	$9,586,825 ▼	-100.0%	0	0.0%	Computer and Technology
RELY Remitly Global	$0	$6,117,300 ▼	-100.0%	0	0.0%	Business Services