3G Capital Partners LP Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$348.7B

Holdings

16

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (16 positions)

#StockSharesValue% PortfolioType
1
METAMETA PLATFORMS INC
77,500$45.4B13.01%
2
PDDPDD HOLDINGS INC
425,000$41.2B11.82%
3
MLB1MERCADOLIBRE INC
19,000$32.3B9.27%
4
APPAPPLOVIN CORP
95,000$30.8B8.82%
5
ADIANALOG DEVICES INC
135,000$28.7B8.23%
6
ATATATOUR LIFESTYLE HLDGS LTD
1,000,000$26.9B7.71%
7
GSHDGOOSEHEAD INS INC
250,000$26.8B7.69%
8
CPNGCOUPANG INC
1,200,000$26.4B7.56%
9
BILLBILL HOLDINGS INC
310,000$26.3B7.53%
10
UBERUBER TECHNOLOGIES INC
275,000$16.6B4.76%
11
AVGOBROADCOM INC
70,000$16.2B4.65%
12
AMZNAMAZON COM INC
65,000$14.3B4.09%
13
CVNACARVANA CO
35,000$7.1B2.04%
14
SPTSPROUT SOCIAL INC
150,000$4.6B1.32%
15
DKNGDRAFTKINGS INC NEW
75,000$2.8B0.80%
16
AFRMAFFIRM HLDGS INC
40,000$2.4B0.70%