3G Capital Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ANALOG DEVICES INC(ADI) | 0 | 40,000 | +40,000 | 0 | 12,725,600 | 4.52% | +12,725,600 |
| APPLIED MATLS INC | 0 | 35,000 | +35,000 | 0 | 11,962,650 | 4.25% | +11,962,650 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 0 | 25,000 | +25,000 | 0 | 8,448,750 | 3.00% | +8,448,750 |
| ALIBABA GROUP HLDG LTD(BABA) | 75,000 | 150,000 | +75,000 | 10,993,500 | 18,819,000 | 6.68% | +7,825,500 |
| ALPHABET INC(GOOG) | 80,000 | 112,500 | +32,500 | 25,040,000 | 32,350,500 | 11.48% | +7,310,500 |
| META PLATFORMS INC(META) | 90,000 | 105,000 | +15,000 | 59,408,100 | 60,073,650 | 21.32% | +665,550 |
| AMAZON COM INC(AMZN) | 130,000 | 125,000 | -5,000 | 30,006,600 | 26,033,750 | 9.24% | -3,972,850 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 175,000 | 0 | -175,000 | 6,895,000 | 0 | — | -6,895,000 |
| COUPANG INC(CPNG) | 700,000 | 0 | -700,000 | 16,513,000 | 0 | — | -16,513,000 |
| GOOSEHEAD INS INC(GSHD) | 225,000 | 0 | -225,000 | 16,571,250 | 0 | — | -16,571,250 |
| BBB FOODS INC(TBBB) | 550,000 | 0 | -550,000 | 18,364,500 | 0 | — | -18,364,500 |
| SEA LTD(SE) | 150,000 | 0 | -150,000 | 19,135,500 | 0 | — | -19,135,500 |
| CARVANA CO(CVNA) | 150,000 | 137,500 | -12,500 | 63,303,000 | 43,227,250 | 15.34% | -20,075,750 |
| MERCADOLIBRE INC(MELI) | 25,000 | 17,500 | -7,500 | 50,356,500 | 30,257,850 | 10.74% | -20,098,650 |
| APPLOVIN CORP(APP) | 95,000 | 95,000 | 0 | 64,012,900 | 37,810,000 | 13.42% | -26,202,900 |
| MICROSOFT CORP(MSFT) | 90,000 | 0 | -90,000 | 43,525,800 | 0 | — | -43,525,800 |