3g Capital Partners LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 16Value: $348.2MLatest: 2025Q1

3G Capital Partners LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 16 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ATAT",
  "APP",
  "INTU",
  "META",
  "GSHD",
  "AMZN",
  "PDD",
  "DKNG",
  "WDAY",
  "KVYO",
  "MNDY",
  "MELI",
  "CVNA",
  "CPNG",
  "ADI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 16
Total Value: 348184820
Accession Number: 0001641172-25-010871
Form Type: 13F-HR
CIK: 3g-capital-partners-lp
Manager Name: 3g-Capital-Partners-Lp

Data Enrichment

94% identified

15 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

16 positions • $348.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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Meta Platforms, Inc.

META|30303M102

Shares:85.0K

Value:$49.0M

% of Portfolio:14.1% ($49.0M/$348.2M)

ANALOG DEVICES INC

ADI|032654105

Shares:200.0K

Value:$40.3M

% of Portfolio:11.6% ($40.3M/$348.2M)

PDD Holdings Inc.

PDD|722304102

Shares:300.0K

Value:$35.5M

% of Portfolio:10.2% ($35.5M/$348.2M)

MERCADOLIBRE INC

MELI|58733R102

Shares:16.0K

Value:$31.2M

% of Portfolio:9.0% ($31.2M/$348.2M)

Atour Lifestyle Holdings Ltd

ATAT|04965M106

Shares:1.1M

Value:$29.8M

% of Portfolio:8.5% ($29.8M/$348.2M)

Coupang, Inc.

CPNG|22266T109

Shares:1.4M

Value:$29.6M

% of Portfolio:8.5% ($29.6M/$348.2M)

CARVANA CO.

CVNA|146869102

Shares:140.0K

Value:$29.3M

% of Portfolio:8.4% ($29.3M/$348.2M)

Goosehead Insurance, Inc.

GSHD|38267D109

Shares:225.0K

Value:$26.6M

% of Portfolio:7.6% ($26.6M/$348.2M)

AppLovin Corp

APP|03831W108

Shares:95.0K

Value:$25.2M

% of Portfolio:7.2% ($25.2M/$348.2M)

AMAZON COM INC

AMZN|023135106

Shares:125.0K

Value:$23.8M

% of Portfolio:6.8% ($23.8M/$348.2M)

G0896C103

Shares:350.0K

Value:$9.3M

% of Portfolio:2.7% ($9.3M/$348.2M)

INTUIT INC.

INTU|461202103

Shares:10.0K

Value:$6.1M

% of Portfolio:1.8% ($6.1M/$348.2M)

monday.com Ltd.

MNDY|M7S64H106

Shares:15.0K

Value:$3.6M

% of Portfolio:1.0% ($3.6M/$348.2M)

Workday, Inc.

WDAY|98138H101

Shares:15.0K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$348.2M)

Klaviyo, Inc.

KVYO|49845K101

Shares:100.0K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$348.2M)

DraftKings Inc.

DKNG|26142V105

Shares:70.0K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$348.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	85.0K	QoQ +9.67% (+7.5K) YoY -8.10% (-7.5K)	All Managers (Combined)	$49.0M	14.1% ($49.0M/$348.2M)	QoQ +7.96% (+$3.6M) YoY +9.07% (-$4.1M)
ANALOG DEVICES INC(ADIcusip032654105)	200.0K	QoQ +48.14% (+65.0K) YoY +17.64% (+30.0K)	All Managers (Combined)	$40.3M	11.6% ($40.3M/$348.2M)	QoQ +40.62% (+$11.7M) YoY +19.95% (+$6.7M)
PDD Holdings Inc.(PDDcusip722304102)	300.0K	QoQ -29.41% (-125.0K) YoY +1.69% (+5.0K)	All Managers (Combined)	$35.5M	10.2% ($35.5M/$348.2M)	QoQ -13.86% (-$5.7M) YoY +3.53% (+$1.2M)
MERCADOLIBRE INC(MELIcusip58733R102)	16.0K	QoQ -15.78% (-3.0K) YoY NEW(+16.0K)	All Managers (Combined)	$31.2M	9.0% ($31.2M/$348.2M)	QoQ -3.38% (-$1.1M) YoY NEW(+$31.2M)
Atour Lifestyle Holdings Ltd(ATATcusip04965M106)	1.1M	QoQ +5.00% (+50.0K) YoY NEW(+1.1M)	All Managers (Combined)	$29.8M	8.5% ($29.8M/$348.2M)	QoQ +10.70% (+$2.9M) YoY NEW(+$29.8M)
Coupang, Inc.(CPNGcusip22266T109)	1.4M	QoQ +12.50% (+150.0K) YoY +86.20% (+625.0K)	All Managers (Combined)	$29.6M	8.5% ($29.6M/$348.2M)	QoQ +12.24% (+$3.2M) YoY +129.54% (+$16.7M)
CARVANA CO.(CVNAcusip146869102)	140.0K	QoQ +300.00% (+105.0K) YoY NEW(+140.0K)	All Managers (Combined)	$29.3M	8.4% ($29.3M/$348.2M)	QoQ +311.25% (+$22.2M) YoY NEW(+$29.3M)
Goosehead Insurance, Inc.(GSHDcusip38267D109)	225.0K	QoQ -10.00% (-25.0K) YoY -40.00% (-150.0K)	All Managers (Combined)	$26.6M	7.6% ($26.6M/$348.2M)	QoQ -0.90% (-$241.5K) YoY +6.32% (-$1.6M)
AppLovin Corp(APPcusip03831W108)	95.0K	QoQ 0.00% (-0) YoY -70.76% (-230.0K)	All Managers (Combined)	$25.2M	7.2% ($25.2M/$348.2M)	QoQ -18.17% (-$5.6M) YoY +11.89% (-$2.7M)
AMAZON COM INC(AMZNcusip023135106)	125.0K	QoQ +92.30% (+60.0K) YoY -7.40% (-10.0K)	All Managers (Combined)	$23.8M	6.8% ($23.8M/$348.2M)	QoQ +66.77% (+$9.5M) YoY -2.33% (-$568.8K)
(cusipG0896C103)✕	350.0K	QoQ NEW(+350.0K) YoY NEW(+350.0K)	All Managers (Combined)	$9.3M	2.7% ($9.3M/$348.2M)	QoQ NEW(+$9.3M) YoY NEW(+$9.3M)
INTUIT INC.(INTUcusip461202103)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$6.1M	1.8% ($6.1M/$348.2M)	QoQ NEW(+$6.1M) YoY NEW(+$6.1M)
monday.com Ltd.(MNDYcusipM7S64H106)	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$3.6M	1.0% ($3.6M/$348.2M)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
Workday, Inc.(WDAYcusip98138H101)	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$348.2M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
Klaviyo, Inc.(KVYOcusip49845K101)	100.0K	QoQ NEW(+100.0K) YoY 0.00% (+0)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$348.2M)	QoQ NEW(+$3.0M) YoY +18.75% (+$478.0K)
DraftKings Inc.(DKNGcusip26142V105)	70.0K	QoQ -6.66% (-5.0K) YoY NEW(+70.0K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$348.2M)	QoQ -16.67% (-$465.3K) YoY NEW(+$2.3M)