3G Capital Partners as of Sept. 30, 2025
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 | |
| Meta Platforms Cl A (META) | 13.9 | $59M | 80k | 734.38 | |
| Carvana Cl A (CVNA) | 10.7 | $45M | 120k | 377.24 | |
| Bbb Foods Cl A Com (TBBB) | 10.2 | $43M | 1.6M | 26.96 | |
| MercadoLibre (MELI) | 9.7 | $41M | 18k | 2336.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $24M | 100k | 243.10 | |
| Analog Devices (ADI) | 5.2 | $22M | 90k | 245.70 | |
| Broadcom (AVGO) | 5.1 | $21M | 65k | 329.91 | |
| Coupang Cl A (CPNG) | 4.6 | $19M | 600k | 32.20 | |
| Sea Sponsord Ads (SE) | 4.4 | $19M | 105k | 178.73 | |
| Microsoft Corporation (MSFT) | 4.3 | $18M | 35k | 517.95 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 3.6 | $15M | 400k | 37.59 | |
| Pdd Holdings Sponsored Ads (PDD) | 3.1 | $13M | 100k | 132.17 | |
| Goosehead Ins Com Cl A (GSHD) | 2.2 | $9.3M | 125k | 74.42 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $3.6M | 20k | 178.73 | |
| Accelerant Holdings Cl A | 0.1 | $521k | 35k | 14.89 |
