3G Capital Partners LP
CIK: 0001421669Latest portfolio: $424.1M · Q4 2025
Holdings
13
Total Value
$424.1M
New Positions
1
Closed Positions
4
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 95,000 | $64.0M | 15.09% | — | |
| 2 | CVNACARVANA CO | 150,000 | $63.3M | 14.93% | +30K | |
| 3 | METAMETA PLATFORMS INC | 90,000 | $59.4M | 14.01% | +10K | |
| 4 | MLB1MERCADOLIBRE INC | 25,000 | $50.4M | 11.87% | +8K | |
| 5 | MSFTMICROSOFT CORP | 90,000 | $43.5M | 10.26% | +55K | |
| 6 | AMZNAMAZON COM INC | 130,000 | $30.0M | 7.07% | NEW | |
| 7 | GOOGLALPHABET INC | 80,000 | $25.0M | 5.90% | -20,000 | |
| 8 | SESEA LTD | 150,000 | $19.1M | 4.51% | +45K | |
| 9 | TBBBBBB FOODS INC | 550,000 | $18.4M | 4.33% | -1,050,000 | |
| 10 | GSHDGOOSEHEAD INS INC | 225,000 | $16.6M | 3.91% | +100K | |
| 11 | CPNGCOUPANG INC | 700,000 | $16.5M | 3.89% | +100K | |
| 12 | BABAALIBABA GROUP HLDG LTD | 75,000 | $11.0M | 2.59% | +55K | |
| 13 | ATATATOUR LIFESTYLE HLDGS LTD | 175,000 | $6.9M | 1.63% | -225,000 |
Quarterly Changes
New Positions
- AMZNNEW$30.0M
Sector Breakdown
Consumer Cyclical0.0% ($63303300061913513984.0T)
Technology0.0% ($6.4T)
Communication Services0.0% ($5.9T)
Unknown0.0% ($50.4M)
Consumer Defensive0.0% ($18.4M)
Financial Services0.0% ($16.6M)
Filing History
Fund Information
3G Capital Partners LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $424.1M across 13 holdings. The largest position is APPLOVIN CORP (APP), representing 15.1% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.