3G Capital Partners LP
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
11
- Value ($000)
$407,409
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001421669
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
META META PLATFORMS INC | CL A | 30303M102 | $59.05M | 15 % | 80,000 | ||
GSHD GOOSEHEAD INS INC | COM CL A | 38267D109 | $48.80M | 12 % | 462,500 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $45.74M | 11 % | 17,500 | ||
PDD PDD HOLDINGS INC | SPONSORED ADS | 722304102 | $44.48M | 11 % | 425,000 | ||
BBB FOODS INC | CL A COM | G0896C103 | $41.64M | 10 % | 1,500,000 | ||
CPNG COUPANG INC | CL A | 22266T109 | $37.45M | 9 % | 1,250,000 | ||
ATAT ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 04965M106 | $37.39M | 9 % | 1,150,000 | ||
APP APPLOVIN CORP | COM CL A | 03831W108 | $33.26M | 8 % | 95,000 | ||
CVNA CARVANA CO | CL A | 146869102 | $30.33M | 7 % | 90,000 | ||
ADI ANALOG DEVICES INC | COM | 032654105 | $21.42M | 5 % | 90,000 |
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