3G Capital Partners as of Dec. 31, 2022
Portfolio Holdings for 3G Capital Partners
3G Capital Partners holds 9 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Bill Com Holdings Ord (BILL) | 26.6 | $22M | 200k | 108.96 | |
NVIDIA Corporation (NVDA) | 23.2 | $19M | 130k | 146.14 | |
Lam Research Corporation (LRCX) | 15.4 | $13M | 30k | 420.30 | |
Axcelis Technologies Com New (ACLS) | 12.1 | $9.9M | 125k | 79.36 | |
Servicenow (NOW) | 5.8 | $4.8M | 12k | 388.27 | |
Snowflake Cl A (SNOW) | 4.4 | $3.6M | 25k | 143.54 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $3.5M | 40k | 88.23 | |
Hubspot (HUBS) | 4.2 | $3.5M | 12k | 289.13 | |
Amazon (AMZN) | 4.1 | $3.4M | 40k | 84.00 |