3G Capital Partners as of March 31, 2025
Portfolio Holdings for 3G Capital Partners
3G Capital Partners holds 16 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 14.1 | $49M | 85k | 576.36 | |
| Analog Devices (ADI) | 11.6 | $40M | 200k | 201.67 | |
| Pdd Holdings Sponsored Ads (PDD) | 10.2 | $36M | 300k | 118.35 | |
| MercadoLibre (MELI) | 9.0 | $31M | 16k | 1950.87 | |
| Atour Lifestyle Holdings Sponsored Ads (ATAT) | 8.5 | $30M | 1.1M | 28.35 | |
| Coupang Cl A (CPNG) | 8.5 | $30M | 1.4M | 21.93 | |
| Carvana Cl A (CVNA) | 8.4 | $29M | 140k | 209.08 | |
| Goosehead Ins Com Cl A (GSHD) | 7.6 | $27M | 225k | 118.06 | |
| Applovin Corp Com Cl A (APP) | 7.2 | $25M | 95k | 264.97 | |
| Amazon (AMZN) | 6.8 | $24M | 125k | 190.26 | |
| Bbb Foods Cl A Com (TBBB) | 2.7 | $9.3M | 350k | 26.68 | |
| Intuit (INTU) | 1.8 | $6.1M | 10k | 613.99 | |
| Monday SHS (MNDY) | 1.0 | $3.6M | 15k | 243.16 | |
| Workday Cl A (WDAY) | 1.0 | $3.5M | 15k | 233.53 | |
| Klaviyo Com Ser A (KVYO) | 0.9 | $3.0M | 100k | 30.26 | |
| Draftkings Com Cl A (DKNG) | 0.7 | $2.3M | 70k | 33.21 |
