3g Capital Partners Lp

13F Holdings
Filed: 2025-05-15
Portfolio Value
348.18M arrow_downward -0.15%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001421669
Filing Date
2025-05-15 16:05:12
Address
C/o 3g Capital Inc.
New York
NY
Prior Value
348.71M
Top 10 Holdings %
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Portfolio Value
3g Capital Partners Lp
(13F - 2025-03-31)
Meta Platforms Inc
-
2025-05-15
Value
48.99M
Shares
85.00K
Portfolio %
14.07%
ADI
2025-05-15
Value
40.33M
Shares
200.00K
Portfolio %
11.58%
PDD
2025-05-15
Value
35.51M
Shares
300.00K
Portfolio %
10.20%
MELI
2025-05-15
Value
31.21M
Shares
16.00K
Portfolio %
8.96%
Atour Lifestyle Holdings Ltd
ATAT
2025-05-15
Value
29.77M
Shares
1.05M
Portfolio %
8.55%
Coupang Inc
-
2025-05-15
Value
29.61M
Shares
1.35M
Portfolio %
8.50%
CVNA
2025-05-15
Value
29.27M
Shares
140.00K
Portfolio %
8.41%
Goosehead Ins Inc
-
2025-05-15
Value
26.56M
Shares
225.00K
Portfolio %
7.63%
APP
2025-05-15
Value
25.17M
Shares
95.00K
Portfolio %
7.23%
AMZN
2025-05-15
Value
23.78M
Shares
125.00K
Portfolio %
6.83%
Top Increases | 3g Capital Partners Lp
(2024-12-31 → 2025-03-31)
CVNA
2025-05-15
Value Change
arrow_upward 22.15M
Shares
arrow_upward 105.00K
Portfolio % Change
arrow_upward 6.37%
Portfolio %
8.41%
ADI
2025-05-15
Value Change
arrow_upward 11.65M
Shares
arrow_upward 65.00K
Portfolio % Change
arrow_upward 3.36%
Portfolio %
11.58%
AMZN
2025-05-15
Value Change
arrow_upward 9.52M
Shares
arrow_upward 60.00K
Portfolio % Change
arrow_upward 2.74%
Portfolio %
6.83%
Meta Platforms Inc
-
2025-05-15
Value Change
arrow_upward 3.61M
Shares
arrow_upward 7.50K
Portfolio % Change
arrow_upward 1.06%
Portfolio %
14.07%
Coupang Inc
-
2025-05-15
Value Change
arrow_upward 3.23M
Shares
arrow_upward 150.00K
Portfolio % Change
arrow_upward 0.94%
Portfolio %
8.50%
Atour Lifestyle Holdings Ltd
ATAT
2025-05-15
Value Change
arrow_upward 2.88M
Shares
arrow_upward 50.00K
Portfolio % Change
arrow_upward 0.84%
Portfolio %
8.55%
Top Decreases | 3g Capital Partners Lp
(2024-12-31 → 2025-03-31)
Goosehead Ins Inc
-
2025-05-15
Value Change
arrow_downward -241500.00
Shares
arrow_downward -25000.00
Portfolio % Change
arrow_downward 0.06%
Portfolio %
7.63%
Draftkings Inc New
-
2025-05-15
Value Change
arrow_downward -465300.00
Shares
arrow_downward -5000.00
Portfolio % Change
arrow_downward 0.13%
Portfolio %
0.67%
MELI
2025-05-15
Value Change
arrow_downward -1094440.00
Shares
arrow_downward -3000.00
Portfolio % Change
arrow_downward 0.30%
Portfolio %
8.96%
APP
2025-05-15
Value Change
arrow_downward -5591700.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 1.59%
Portfolio %
7.23%
PDD
2025-05-15
Value Change
arrow_downward -5715750.00
Shares
arrow_downward -125000.00
Portfolio % Change
arrow_downward 1.62%
Portfolio %
10.20%
3g Capital Partners Lp (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | 3g Capital Partners Lp
(2024-12-31 → 2025-03-31)
Bbb Foods Inc
TBBB
2025-05-15
Value
add_circle 9.34M
Shares
350.00K
Portfolio %
2.68%
% Change
2.68%
Intuit
-
2025-05-15
Value
add_circle 6.14M
Shares
10.00K
Portfolio %
1.76%
% Change
1.76%
Monday Com Ltd
-
2025-05-15
Value
add_circle 3.65M
Shares
15.00K
Portfolio %
1.05%
% Change
1.05%
Workday Inc
-
2025-05-15
Value
add_circle 3.50M
Shares
15.00K
Portfolio %
1.01%
% Change
1.01%
Klaviyo Inc
-
2025-05-15
Value
add_circle 3.03M
Shares
100.00K
Portfolio %
0.87%
% Change
0.87%
Closed Positions | 3g Capital Partners Lp
(2024-12-31 → 2025-03-31)
Bill Holdings Inc
-
2025-02-14
Value
remove_circle 26.26M
Shares
310.00K
Previous %
0.80%
% Change
-0.80%
Uber Technologies Inc
-
2025-02-14
Value
remove_circle 16.59M
Shares
275.00K
Previous %
0.80%
% Change
-0.80%
Broadcom Inc
-
2025-02-14
Value
remove_circle 16.23M
Shares
70.00K
Previous %
0.80%
% Change
-0.80%
Sprout Social Inc
-
2025-02-14
Value
remove_circle 4.61M
Shares
150.00K
Previous %
0.80%
% Change
-0.80%
Affirm Hldgs Inc
-
2025-02-14
Value
remove_circle 2.44M
Shares
40.00K
Previous %
0.80%
% Change
-0.80%