Q4 2024 · 13F-HR
3G Capital Partners LPholdings as filed
Filed 2025-02-14 · accession 0001493152-25-006862
$348.7M
Reported value
16
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $45.4M | 13.0% | 77,500 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $41.2M | 11.8% | 425,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $32.3M | 9.27% | 19,000 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $30.8M | 8.82% | 95,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $28.7M | 8.23% | 135,000 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $26.9M | 7.71% | 1,000,000 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $26.8M | 7.69% | 250,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $26.4M | 7.56% | 1,200,000 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $26.3M | 7.53% | 310,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $16.6M | 4.76% | 275,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $16.2M | 4.65% | 70,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $14.3M | 4.09% | 65,000 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $7.1M | 2.04% | 35,000 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $4.6M | 1.32% | 150,000 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $2.8M | 0.80% | 75,000 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $2.4M | 0.70% | 40,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.