3G Capital Partners LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$424.1M
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 95,000 | $64.0M | 15.09% | |
| 2 | CVNACARVANA CO | 150,000 | $63.3M | 14.93% | |
| 3 | METAMETA PLATFORMS INC | 90,000 | $59.4M | 14.01% | |
| 4 | MLB1MERCADOLIBRE INC | 25,000 | $50.4M | 11.87% | |
| 5 | MSFTMICROSOFT CORP | 90,000 | $43.5M | 10.26% | |
| 6 | AMZNAMAZON COM INC | 130,000 | $30.0M | 7.07% | |
| 7 | GOOGLALPHABET INC | 80,000 | $25.0M | 5.90% | |
| 8 | SESEA LTD | 150,000 | $19.1M | 4.51% | |
| 9 | TBBBBBB FOODS INC | 550,000 | $18.4M | 4.33% | |
| 10 | GSHDGOOSEHEAD INS INC | 225,000 | $16.6M | 3.91% | |
| 11 | CPNGCOUPANG INC | 700,000 | $16.5M | 3.89% | |
| 12 | BABAALIBABA GROUP HLDG LTD | 75,000 | $11.0M | 2.59% | |
| 13 | ATATATOUR LIFESTYLE HLDGS LTD | 175,000 | $6.9M | 1.63% |