Filed: 2/14/2025ACC: 0001493152-25-006862
📋 What this filing means
3G CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $348.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$348.71M
Total AUM (reported)
4.22M
Total Shares
Allocation by class
COM$134.33M38.5%
CL A$78.87M22.6%
SPONSORED ADS$68.11M19.5%
COM CL A$67.40M19.3%
Portfolio Concentration
Top 3$118.91M34.1%
4–10$182.37M52.3%
11–25$47.44M13.6%
Top 3 weight
34.1%
Top 10 weight
86.4%
Voting Authority Distribution
Total shares with voting rights: 4.22M
Sole
Full voting authority
4.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
META PLATFORMS INC
SOLEShares77.50K
TypeSH
Market value$45.38M
13.01%
Sole
77.50K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares425K
TypeSH
Market value$41.22M
11.82%
Sole
425K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares19K
TypeSH
Market value$32.31M
9.27%
Sole
19K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares95K
TypeSH
Market value$30.76M
8.82%
Sole
95K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares135K
TypeSH
Market value$28.68M
8.23%
Sole
135K
Shared
0.00
None
0.00
ATOUR LIFESTYLE HLDGS LTD
SOLEShares1M
TypeSH
Market value$26.89M
7.71%
Sole
1M
Shared
0.00
None
0.00
GOOSEHEAD INS INC
SOLEShares250K
TypeSH
Market value$26.80M
7.69%
Sole
250K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.20M
TypeSH
Market value$26.38M
7.56%
Sole
1.20M
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares310K
TypeSH
Market value$26.26M
7.53%
Sole
310K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares275K
TypeSH
Market value$16.59M
4.76%
Sole
275K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares70K
TypeSH
Market value$16.23M
4.65%
Sole
70K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares65K
TypeSH
Market value$14.26M
4.09%
Sole
65K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares35K
TypeSH
Market value$7.12M
2.04%
Sole
35K
Shared
0.00
None
0.00
SPROUT SOCIAL INC
SOLEShares150K
TypeSH
Market value$4.61M
1.32%
Sole
150K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares75K
TypeSH
Market value$2.79M
0.80%
Sole
75K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares40K
TypeSH
Market value$2.44M
0.70%
Sole
40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 77.50K | SH | $45.38M 13.01% | 77.50K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 425K | SH | $41.22M 11.82% | 425K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 19K | SH | $32.31M 9.27% | 19K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 95K | SH | $30.76M 8.82% | 95K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 135K | SH | $28.68M 8.23% | 135K | 0.00 | 0.00 |
ATOUR LIFESTYLE HLDGS LTDSOLE | SPONSORED ADS | 1M | SH | $26.89M 7.71% | 1M | 0.00 | 0.00 |
GOOSEHEAD INS INCSOLE | COM CL A | 250K | SH | $26.80M 7.69% | 250K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.20M | SH | $26.38M 7.56% | 1.20M | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 310K | SH | $26.26M 7.53% | 310K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 275K | SH | $16.59M 4.76% | 275K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 70K | SH | $16.23M 4.65% | 70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 65K | SH | $14.26M 4.09% | 65K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 35K | SH | $7.12M 2.04% | 35K | 0.00 | 0.00 |
SPROUT SOCIAL INCSOLE | COM CL A | 150K | SH | $4.61M 1.32% | 150K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 75K | SH | $2.79M 0.80% | 75K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 40K | SH | $2.44M 0.70% | 40K | 0.00 | 0.00 |