3G Capital Partners
Latest statistics and disclosures from 3G Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APP, META, CVNA, TBBB, MELI, and represent 60.73% of 3G Capital Partners's stock portfolio.
- Added to shares of these 8 stocks: GOOGL (+$24M), AVGO (+$21M), SE (+$19M), MSFT (+$18M), CVNA (+$11M), BABA, TBBB, Accelerant Holdings Cl A.
- Started 6 new stock positions in BABA, GOOGL, Accelerant Holdings Cl A, SE, MSFT, AVGO.
- Reduced shares in these 5 stocks: PDD (-$43M), ATAT (-$28M), GSHD (-$25M), CPNG (-$21M), MNDY (-$7.9M).
- Sold out of its position in MNDY.
- 3G Capital Partners was a net seller of stock by $-24M.
- 3G Capital Partners has $422M in assets under management (AUM), dropping by 3.59%.
- Central Index Key (CIK): 0001421669
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Portfolio Holdings for 3G Capital Partners
3G Capital Partners holds 16 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 16.2 | $68M | 95k | 718.54 |
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| Meta Platforms Cl A (META) | 13.9 | $59M | 80k | 734.38 |
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| Carvana Cl A (CVNA) | 10.7 | $45M | +33% | 120k | 377.24 |
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| Bbb Foods Cl A Com (TBBB) | 10.2 | $43M | +6% | 1.6M | 26.96 |
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| MercadoLibre (MELI) | 9.7 | $41M | 18k | 2336.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $24M | NEW | 100k | 243.10 |
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| Analog Devices (ADI) | 5.2 | $22M | 90k | 245.70 |
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| Broadcom (AVGO) | 5.1 | $21M | NEW | 65k | 329.91 |
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| Coupang Cl A (CPNG) | 4.6 | $19M | -52% | 600k | 32.20 |
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| Sea Sponsord Ads (SE) | 4.4 | $19M | NEW | 105k | 178.73 |
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| Microsoft Corporation (MSFT) | 4.3 | $18M | NEW | 35k | 517.95 |
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| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 3.6 | $15M | -65% | 400k | 37.59 |
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| Pdd Holdings Sponsored Ads (PDD) | 3.1 | $13M | -76% | 100k | 132.17 |
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| Goosehead Ins Com Cl A (GSHD) | 2.2 | $9.3M | -72% | 125k | 74.42 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $3.6M | NEW | 20k | 178.73 |
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| Accelerant Holdings Cl A | 0.1 | $521k | NEW | 35k | 14.89 |
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Past Filings by 3G Capital Partners
SEC 13F filings are viewable for 3G Capital Partners going back to 2010
- 3G Capital Partners 2025 Q3 filed Nov. 14, 2025
- 3G Capital Partners 2025 Q2 filed Aug. 14, 2025
- 3G Capital Partners 2025 Q1 filed May 15, 2025
- 3G Capital Partners 2024 Q4 filed Feb. 14, 2025
- 3G Capital Partners 2024 Q3 filed Nov. 14, 2024
- 3G Capital Partners 2024 Q2 filed Aug. 14, 2024
- 3G Capital Partners 2024 Q1 filed May 15, 2024
- 3G Capital Partners 2023 Q4 filed Feb. 14, 2024
- 3G Capital Partners 2023 Q3 filed Nov. 14, 2023
- 3G Capital Partners 2023 Q2 filed Aug. 14, 2023
- 3G Capital Partners 2023 Q1 filed May 15, 2023
- 3G Capital Partners 2022 Q4 filed Feb. 14, 2023
- 3G Capital Partners 2022 Q3 filed Nov. 14, 2022
- 3G Capital Partners 2022 Q2 filed Aug. 15, 2022
- 3G Capital Partners 2022 Q1 filed May 16, 2022
- 3G Capital Partners 2021 Q4 filed Feb. 14, 2022