3G Capital Partners LP 13F Holdings
CIK 000156934 · New York, NY
As of Sep 30, 2025, 3G Capital Partners LP reported 16 positions worth $422.0M in its SEC Form 13F filing.
Top 16 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLOVIN CORP | APP | Technology | 95,000 | $68.3M | 16.17% |
| META PLATFORMS INC | META | Communication Services | 80,000 | $58.8M | 13.92% |
| CARVANA CO | CVNA | Consumer Cyclical | 120,000 | $45.3M | 10.73% |
| BBB FOODS INC | TBBB | Consumer Defensive | 1,600,000 | $43.1M | 10.22% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 17,500 | $40.9M | 9.69% |
| ALPHABET INC | GOOGL | Equity | 100,000 | $24.3M | 5.76% |
| ANALOG DEVICES INC | ADI | Technology | 90,000 | $22.1M | 5.24% |
| BROADCOM INC | AVGO | Technology | 65,000 | $21.4M | 5.08% |
| COUPANG INC | CPNG | Consumer Cyclical | 600,000 |