3G Capital Partners LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$422.0B
Holdings
16
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 95,000 | $68.3B | 16.17% | |
| 2 | METAMETA PLATFORMS INC | 80,000 | $58.8B | 13.92% | |
| 3 | CVNACARVANA CO | 120,000 | $45.3B | 10.73% | |
| 4 | TBBBBBB FOODS INC | 1,600,000 | $43.1B | 10.22% | |
| 5 | MLB1MERCADOLIBRE INC | 17,500 | $40.9B | 9.69% | |
| 6 | GOOGLALPHABET INC | 100,000 | $24.3B | 5.76% | |
| 7 | ADIANALOG DEVICES INC | 90,000 | $22.1B | 5.24% | |
| 8 | AVGOBROADCOM INC | 65,000 | $21.4B | 5.08% | |
| 9 | CPNGCOUPANG INC | 600,000 | $19.3B | 4.58% | |
| 10 | SESEA LTD | 105,000 | $18.8B | 4.45% | |
| 11 | MSFTMICROSOFT CORP | 35,000 | $18.1B | 4.30% | |
| 12 | ATATATOUR LIFESTYLE HLDGS LTD | 400,000 | $15.0B | 3.56% | |
| 13 | PDDPDD HOLDINGS INC | 100,000 | $13.2B | 3.13% | |
| 14 | GSHDGOOSEHEAD INS INC | 125,000 | $9.3B | 2.20% | |
| 15 | BABAALIBABA GROUP HLDG LTD | 20,000 | $3.6B | 0.85% | |
| 16 | ARXACCELERANT HOLDINGS | 35,000 | $521.1M | 0.12% |