3G Capital Partners as of June 30, 2024
Portfolio Holdings for 3G Capital Partners
3G Capital Partners holds 14 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 13.1 | $34M | 68k | 504.22 | |
| Pdd Holdings Sponsored Ads (PDD) | 13.0 | $34M | 255k | 132.95 | |
| Coupang Cl A (CPNG) | 11.7 | $30M | 1.5M | 20.95 | |
| Goosehead Ins Com Cl A (GSHD) | 10.2 | $27M | 462k | 57.44 | |
| Amazon (AMZN) | 10.0 | $26M | 135k | 193.25 | |
| Analog Devices (ADI) | 8.8 | $23M | 100k | 228.26 | |
| Uber Technologies (UBER) | 8.4 | $22M | 300k | 72.68 | |
| Applovin Corp Com Cl A (APP) | 7.5 | $20M | 235k | 83.22 | |
| MercadoLibre (MELI) | 6.3 | $16M | 10k | 1643.40 | |
| Carvana Cl A (CVNA) | 3.5 | $9.0M | 70k | 128.72 | |
| Applied Materials (AMAT) | 2.7 | $7.1M | 30k | 235.99 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 1.9 | $5.0M | 275k | 18.35 | |
| Netease Sponsored Ads (NTES) | 1.8 | $4.8M | 50k | 95.58 | |
| Klaviyo Com Ser A (KVYO) | 1.0 | $2.5M | 100k | 24.89 |
