3G Capital Partners LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$348.2B
Holdings
16
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 85,000 | $49.0B | 14.07% | |
| 2 | ADIANALOG DEVICES INC | 200,000 | $40.3B | 11.58% | |
| 3 | PDDPDD HOLDINGS INC | 300,000 | $35.5B | 10.20% | |
| 4 | MLB1MERCADOLIBRE INC | 16,000 | $31.2B | 8.96% | |
| 5 | ATATATOUR LIFESTYLE HOLDINGS LTD | 1,050,000 | $29.8B | 8.55% | |
| 6 | CPNGCOUPANG INC | 1,350,000 | $29.6B | 8.50% | |
| 7 | CVNACARVANA CO | 140,000 | $29.3B | 8.41% | |
| 8 | GSHDGOOSEHEAD INS INC | 225,000 | $26.6B | 7.63% | |
| 9 | APPAPPLOVIN CORP | 95,000 | $25.2B | 7.23% | |
| 10 | AMZNAMAZON COM INC | 125,000 | $23.8B | 6.83% | |
| 11 | TBBBBBB FOODS INC | 350,000 | $9.3B | 2.68% | |
| 12 | INTUINTUIT | 10,000 | $6.1B | 1.76% | |
| 13 | MNDYMONDAY COM LTD | 15,000 | $3.6B | 1.05% | |
| 14 | WDAYWORKDAY INC | 15,000 | $3.5B | 1.01% | |
| 15 | KVYOKLAVIYO INC | 100,000 | $3.0B | 0.87% | |
| 16 | DKNGDRAFTKINGS INC NEW | 70,000 | $2.3B | 0.67% |