3G Capital Partners

Latest statistics and disclosures from 3G Capital Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are APP, CVNA, META, MELI, MSFT, and represent 66.16% of 3G Capital Partners's stock portfolio.
  • Added to shares of these 9 stocks: AMZN (+$30M), MSFT (+$27M), MELI (+$15M), CVNA (+$13M), BABA (+$8.1M), GSHD (+$7.4M), META (+$6.6M), SE (+$5.7M), CPNG.
  • Started 1 new stock position in AMZN.
  • Reduced shares in these 7 stocks: TBBB (-$35M), ADI (-$22M), AVGO (-$21M), PDD (-$13M), ATAT (-$8.9M), GOOGL (-$6.3M), ARX.
  • Sold out of its positions in ADI, AVGO, PDD, ARX.
  • 3G Capital Partners was a net buyer of stock by $7.0M.
  • 3G Capital Partners has $424M in assets under management (AUM), dropping by 0.49%.
  • Central Index Key (CIK): 0001421669

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Portfolio Holdings for 3G Capital Partners

3G Capital Partners holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Applovin Corp Com Cl A (APP) 15.1 $64M 95k 673.82
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Carvana Cl A (CVNA) 14.9 $63M +25% 150k 422.02
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Meta Platforms Cl A (META) 14.0 $59M +12% 90k 660.09
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MercadoLibre (MELI) 11.9 $50M +42% 25k 2014.26
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Microsoft Corporation (MSFT) 10.3 $44M +157% 90k 483.62
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Amazon (AMZN) 7.1 $30M NEW 130k 230.82
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Alphabet Cap Stk Cl A (GOOGL) 5.9 $25M -20% 80k 313.00
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Sea Sponsord Ads (SE) 4.5 $19M +42% 150k 127.57
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Bbb Foods Cl A Com (TBBB) 4.3 $18M -65% 550k 33.39
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Goosehead Ins Com Cl A (GSHD) 3.9 $17M +80% 225k 73.65
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Coupang Cl A (CPNG) 3.9 $17M +16% 700k 23.59
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Alibaba Group Hldg Sponsored Ads (BABA) 2.6 $11M +275% 75k 146.58
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Atour Lifestyle Hldgs Sponsored Ads (ATAT) 1.6 $6.9M -56% 175k 39.40
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Past Filings by 3G Capital Partners

SEC 13F filings are viewable for 3G Capital Partners going back to 2010

View all past filings