Q3 2025 · 13F-HR
3G Capital Partners LPholdings as filed
Filed 2025-11-14 · accession 0001493152-25-023409
$422.0M
Reported value
16
Positions
2025-09-30
Period end
The Brief · 3G Capital Partners LP · Q3 2025
AI · grounded in 13F
3G Capital Partners LP established a new position in AppLovin Corp APP valued at $68.3M. The fund also initiated new stakes in Meta Platforms Inc META for $58.8M and Carvana Co CVNA for $45.3M. Additional new positions include BBB Foods Inc TBBB at $43.1M and MercadoLibre Inc MELI at $40.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03831W108 | APP | APPLOVIN CORP | $68.3M | 16.2% | 95,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $58.8M | 13.9% | 80,000 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $45.3M | 10.7% | 120,000 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC | $43.1M | 10.2% | 1,600,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $40.9M | 9.69% | 17,500 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $24.3M | 5.76% | 100,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $22.1M | 5.24% | 90,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $21.4M | 5.08% | 65,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $19.3M | 4.58% | 600,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $18.8M | 4.45% | 105,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $18.1M | 4.30% | 35,000 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $15.0M | 3.56% | 400,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $13.2M | 3.13% | 100,000 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $9.3M | 2.20% | 125,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $3.6M | 0.85% | 20,000 | Common | SOLE |
| G00894108 | ARX | ACCELERANT HOLDINGS | $521,150 | 0.12% | 35,000 | 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.