3G CAPITAL PARTNERS LP

PrivateCIK: 1421669
Location

NEW YORK, NY

10
Positions
$281.71M
Total AUM (reported)
842.50K
Total Shares

Allocation by class

TOTAL AUM$281.71M10 positions
CL A$103.30M36.7%
COM$80.98M28.7%
COM CL A$37.81M13.4%
CAP STK CL A$32.35M11.5%
SPONSORED ADS$27.27M9.7%

Portfolio Concentration

Top 350.1%4–1049.9%TOP 10100.0%0%100%
Top 3$141.11M50.1%
4–10$140.60M49.9%

Top 3 weight

50.1%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 842.50K

Sole

Full voting authority

842.50K

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)

Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:

META PLATFORMS INC

SOLE
CL A
Shares105K
TypeSH
Market value$60.07M
21.32%
Sole
105K
Shared
0.00
None
0.00

CARVANA CO

SOLE
CL A
Shares137.50K
TypeSH
Market value$43.23M
15.34%
Sole
137.50K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
COM CL A
Shares95K
TypeSH
Market value$37.81M
13.42%
Sole
95K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares112.50K
TypeSH
Market value$32.35M
11.48%
Sole
112.50K
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares17.50K
TypeSH
Market value$30.26M
10.74%
Sole
17.50K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares125K
TypeSH
Market value$26.03M
9.24%
Sole
125K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares150K
TypeSH
Market value$18.82M
6.68%
Sole
150K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares40K
TypeSH
Market value$12.73M
4.52%
Sole
40K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares35K
TypeSH
Market value$11.96M
4.25%
Sole
35K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares25K
TypeSH
Market value$8.45M
3.00%
Sole
25K
Shared
0.00
None
0.00