3G Capital Partners Lp Top Holdings and 13F Report (2025) About 3G Capital Partners LpInvestment Activity3G Capital Partners Lp has $348.71 million in total holdings as of December 31, 2024.3G Capital Partners Lp owns shares of 16 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 31.86% of the portfolio was purchased this quarter.About 27.21% of the portfolio was sold this quarter.This quarter, 3G Capital Partners Lp has purchased 13 new stocks and bought additional shares in 6 stocks.3G Capital Partners Lp sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Meta Platforms $45,377,025PDD $41,220,750MercadoLibre $32,308,360APPLOVIN CORP $30,763,850Analog Devices $28,682,100 Largest New Holdings this Quarter BILL $26,260,100 HoldingBroadcom $16,228,800 HoldingSprout Social $4,606,500 HoldingDraftKings $2,790,000 HoldingAffirm $2,436,000 Holding Largest Purchases this Quarter BILL 310,000 shares (about $26.26M)MercadoLibre 13,000 shares (about $22.11M)Atour Lifestyle 725,000 shares (about $19.50M)Broadcom 70,000 shares (about $16.23M)Uber Technologies 105,000 shares (about $6.33M) Largest Sales this Quarter APPLOVIN CORP 155,000 shares (about $50.19M)Amazon.com 115,000 shares (about $25.23M)Analog Devices 30,000 shares (about $6.37M)Goosehead Insurance 40,000 shares (about $4.29M)Coupang 100,000 shares (about $2.20M) 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$45,377,025$1,463,775 ▲3.3%77,50013.0%Computer and TechnologyPDDPDD$41,220,750$4,849,500 ▲13.3%425,00011.8%Retail/WholesaleMELIMercadoLibre$32,308,360$22,105,720 ▲216.7%19,0009.3%Retail/WholesaleAPPLOVIN CORP$30,763,850$50,193,650 ▼-62.0%95,0008.8%COM CL AADIAnalog Devices$28,682,100$6,373,800 ▼-18.2%135,0008.2%Computer and TechnologyATATAtour Lifestyle$26,890,000$19,495,250 ▲263.6%1,000,0007.7%Consumer DiscretionaryGSHDGoosehead Insurance$26,805,000$4,288,800 ▼-13.8%250,0007.7%FinanceCPNGCoupang$26,376,000$2,198,000 ▼-7.7%1,200,0007.6%Retail/WholesaleBILLBILL$26,260,100$26,260,100 ▲New Holding310,0007.5%Computer and TechnologyUBERUber Technologies$16,588,000$6,333,600 ▲61.8%275,0004.8%Computer and TechnologyAVGOBroadcom$16,228,800$16,228,800 ▲New Holding70,0004.7%Computer and TechnologyAMZNAmazon.com$14,260,350$25,229,850 ▼-63.9%65,0004.1%Retail/WholesaleCVNACarvana$7,117,600$4,518,252 ▲173.8%35,0002.0%Retail/WholesaleSPTSprout Social$4,606,500$4,606,500 ▲New Holding150,0001.3%Computer and TechnologyDKNGDraftKings$2,790,000$2,790,000 ▲New Holding75,0000.8%Consumer DiscretionaryAFRMAffirm$2,436,000$2,436,000 ▲New Holding40,0000.7%Business ServicesKLAVIYO INC$0$3,538,000 ▼-100.0%00.0%COM SER AWDAYWorkday$0$3,055,125 ▼-100.0%00.0%Computer and TechnologyShowing 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.
