Filed: 11/14/2025ACC: 0001493152-25-023409
📋 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 $422.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$422.05M
Total AUM (reported)
3.59M
Total Shares
Allocation by class
CL A$123.86M29.3%
COM$102.58M24.3%
COM CL A$77.56M18.4%
CL A COM$43.14M10.2%
SPONSORED ADS$31.83M7.5%
CAP STK CL A$24.31M5.8%
SPONSORD ADS$18.77M4.4%
Portfolio Concentration
Top 3$172.28M40.8%
4–10$189.99M45.0%
11–25$59.78M14.2%
Top 3 weight
40.8%
Top 10 weight
85.8%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
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 typeNone · 0.0% of voting shares
Institutional Holdings16
Rows:
APPLOVIN CORP
SOLEShares95K
TypeSH
Market value$68.26M
16.17%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares80K
TypeSH
Market value$58.75M
13.92%
Sole
0.00
Shared
0.00
None
0.00
CARVANA CO
SOLEShares120K
TypeSH
Market value$45.27M
10.73%
Sole
0.00
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares1.60M
TypeSH
Market value$43.14M
10.22%
Sole
0.00
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares17.50K
TypeSH
Market value$40.90M
9.69%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares100K
TypeSH
Market value$24.31M
5.76%
Sole
0.00
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares90K
TypeSH
Market value$22.11M
5.24%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares65K
TypeSH
Market value$21.44M
5.08%
Sole
0.00
Shared
0.00
None
0.00
COUPANG INC
SOLEShares600K
TypeSH
Market value$19.32M
4.58%
Sole
0.00
Shared
0.00
None
0.00
SEA LTD
SOLEShares105K
TypeSH
Market value$18.77M
4.45%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares35K
TypeSH
Market value$18.13M
4.30%
Sole
0.00
Shared
0.00
None
0.00
ATOUR LIFESTYLE HLDGS LTD
SOLEShares400K
TypeSH
Market value$15.04M
3.56%
Sole
0.00
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares100K
TypeSH
Market value$13.22M
3.13%
Sole
0.00
Shared
0.00
None
0.00
GOOSEHEAD INS INC
SOLEShares125K
TypeSH
Market value$9.30M
2.20%
Sole
0.00
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares20K
TypeSH
Market value$3.57M
0.85%
Sole
0.00
Shared
0.00
None
0.00
ACCELERANT HOLDINGS
SOLEShares35K
TypeSH
Market value$521.1K
0.12%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 95K | SH | $68.26M 16.17% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 80K | SH | $58.75M 13.92% | 0.00 | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 120K | SH | $45.27M 10.73% | 0.00 | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 1.60M | SH | $43.14M 10.22% | 0.00 | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 17.50K | SH | $40.90M 9.69% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 100K | SH | $24.31M 5.76% | 0.00 | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 90K | SH | $22.11M 5.24% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 65K | SH | $21.44M 5.08% | 0.00 | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 600K | SH | $19.32M 4.58% | 0.00 | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 105K | SH | $18.77M 4.45% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 35K | SH | $18.13M 4.30% | 0.00 | 0.00 | 0.00 |
ATOUR LIFESTYLE HLDGS LTDSOLE | SPONSORED ADS | 400K | SH | $15.04M 3.56% | 0.00 | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 100K | SH | $13.22M 3.13% | 0.00 | 0.00 | 0.00 |
GOOSEHEAD INS INCSOLE | COM CL A | 125K | SH | $9.30M 2.20% | 0.00 | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 20K | SH | $3.57M 0.85% | 0.00 | 0.00 | 0.00 |
ACCELERANT HOLDINGSSOLE | CL A | 35K | SH | $521.1K 0.12% | 0.00 | 0.00 | 0.00 |