Filed: 8/14/2025ACC: 0001641172-25-023994
📋 What this filing means
3G CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $407.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$407.41M
Total AUM (reported)
5.18M
Total Shares
Allocation by class
CL A$126.82M31.1%
COM CL A$82.06M20.1%
SPONSORED ADS$81.87M20.1%
COM$67.16M16.5%
CL A COM$41.64M10.2%
SHS$7.86M1.9%
Portfolio Concentration
Top 3$153.58M37.7%
4–10$245.96M60.4%
11–25$7.86M1.9%
Top 3 weight
37.7%
Top 10 weight
98.1%
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)
Sole11
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings11
Rows:
META PLATFORMS INC
SOLEShares80K
TypeSH
Market value$59.05M
14.49%
Sole
0.00
Shared
0.00
None
0.00
GOOSEHEAD INS INC
SOLEShares462.50K
TypeSH
Market value$48.80M
11.98%
Sole
0.00
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares17.50K
TypeSH
Market value$45.74M
11.23%
Sole
0.00
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares425K
TypeSH
Market value$44.48M
10.92%
Sole
0.00
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares1.50M
TypeSH
Market value$41.64M
10.22%
Sole
0.00
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.25M
TypeSH
Market value$37.45M
9.19%
Sole
0.00
Shared
0.00
None
0.00
ATOUR LIFESTYLE HLDGS LTD
SOLEShares1.15M
TypeSH
Market value$37.39M
9.18%
Sole
0.00
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares95K
TypeSH
Market value$33.26M
8.16%
Sole
0.00
Shared
0.00
None
0.00
CARVANA CO
SOLEShares90K
TypeSH
Market value$30.33M
7.44%
Sole
0.00
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares90K
TypeSH
Market value$21.42M
5.26%
Sole
0.00
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares25K
TypeSH
Market value$7.86M
1.93%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 80K | SH | $59.05M 14.49% | 0.00 | 0.00 | 0.00 |
GOOSEHEAD INS INCSOLE | COM CL A | 462.50K | SH | $48.80M 11.98% | 0.00 | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 17.50K | SH | $45.74M 11.23% | 0.00 | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 425K | SH | $44.48M 10.92% | 0.00 | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 1.50M | SH | $41.64M 10.22% | 0.00 | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.25M | SH | $37.45M 9.19% | 0.00 | 0.00 | 0.00 |
ATOUR LIFESTYLE HLDGS LTDSOLE | SPONSORED ADS | 1.15M | SH | $37.39M 9.18% | 0.00 | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 95K | SH | $33.26M 8.16% | 0.00 | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 90K | SH | $30.33M 7.44% | 0.00 | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 90K | SH | $21.42M 5.26% | 0.00 | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 25K | SH | $7.86M 1.93% | 0.00 | 0.00 | 0.00 |