Filed: 5/15/2025ACC: 0001641172-25-010871
📋 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 $348.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$348.18M
Total AUM (reported)
4.15M
Total Shares
Allocation by class
CL A$111.37M32.0%
COM$101.47M29.1%
SPONSORED ADS$65.27M18.7%
COM CL A$54.06M15.5%
CL A COM$9.34M2.7%
SHS$3.65M1.0%
COM SER A$3.03M0.9%
Portfolio Concentration
Top 3$124.83M35.9%
4–10$195.38M56.1%
11–25$27.98M8.0%
Top 3 weight
35.9%
Top 10 weight
92.0%
Voting Authority Distribution
Total shares with voting rights: 4.15M
Sole
Full voting authority
4.15M
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
SOLEShares85K
TypeSH
Market value$48.99M
14.07%
Sole
85K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares200K
TypeSH
Market value$40.33M
11.58%
Sole
200K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares300K
TypeSH
Market value$35.51M
10.20%
Sole
300K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares16K
TypeSH
Market value$31.21M
8.96%
Sole
16K
Shared
0.00
None
0.00
ATOUR LIFESTYLE HOLDINGS LTD
SOLEShares1.05M
TypeSH
Market value$29.77M
8.55%
Sole
1.05M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.35M
TypeSH
Market value$29.61M
8.50%
Sole
1.35M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares140K
TypeSH
Market value$29.27M
8.41%
Sole
140K
Shared
0.00
None
0.00
GOOSEHEAD INS INC
SOLEShares225K
TypeSH
Market value$26.56M
7.63%
Sole
225K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares95K
TypeSH
Market value$25.17M
7.23%
Sole
95K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares125K
TypeSH
Market value$23.78M
6.83%
Sole
125K
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares350K
TypeSH
Market value$9.34M
2.68%
Sole
350K
Shared
0.00
None
0.00
INTUIT
SOLEShares10K
TypeSH
Market value$6.14M
1.76%
Sole
10K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares15K
TypeSH
Market value$3.65M
1.05%
Sole
15K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares15K
TypeSH
Market value$3.50M
1.01%
Sole
15K
Shared
0.00
None
0.00
KLAVIYO INC
SOLEShares100K
TypeSH
Market value$3.03M
0.87%
Sole
100K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares70K
TypeSH
Market value$2.32M
0.67%
Sole
70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 85K | SH | $48.99M 14.07% | 85K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 200K | SH | $40.33M 11.58% | 200K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 300K | SH | $35.51M 10.20% | 300K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 16K | SH | $31.21M 8.96% | 16K | 0.00 | 0.00 |
ATOUR LIFESTYLE HOLDINGS LTDSOLE | SPONSORED ADS | 1.05M | SH | $29.77M 8.55% | 1.05M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.35M | SH | $29.61M 8.50% | 1.35M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 140K | SH | $29.27M 8.41% | 140K | 0.00 | 0.00 |
GOOSEHEAD INS INCSOLE | COM CL A | 225K | SH | $26.56M 7.63% | 225K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 95K | SH | $25.17M 7.23% | 95K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 125K | SH | $23.78M 6.83% | 125K | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 350K | SH | $9.34M 2.68% | 350K | 0.00 | 0.00 |
INTUITSOLE | COM | 10K | SH | $6.14M 1.76% | 10K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 15K | SH | $3.65M 1.05% | 15K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 15K | SH | $3.50M 1.01% | 15K | 0.00 | 0.00 |
KLAVIYO INCSOLE | COM SER A | 100K | SH | $3.03M 0.87% | 100K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 70K | SH | $2.32M 0.67% | 70K | 0.00 | 0.00 |