3G Capital Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLOVIN CORP(APP) | 95,000 | 95,000 | 0 | 33,257,600 | 68,261,300 | 16.17% | +35,003,700 |
| ALPHABET INC(GOOG) | 0 | 100,000 | +100,000 | 0 | 24,310,000 | 5.76% | +24,310,000 |
| BROADCOM INC(AVGO) | 0 | 65,000 | +65,000 | 0 | 21,444,150 | 5.08% | +21,444,150 |
| SEA LTD(SE) | 0 | 105,000 | +105,000 | 0 | 18,766,650 | 4.45% | +18,766,650 |
| MICROSOFT CORP(MSFT) | 0 | 35,000 | +35,000 | 0 | 18,128,250 | 4.30% | +18,128,250 |
| CARVANA CO(CVNA) | 90,000 | 120,000 | +30,000 | 30,326,400 | 45,268,800 | 10.73% | +14,942,400 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 20,000 | +20,000 | 0 | 3,574,600 | 0.85% | +3,574,600 |
| BBB FOODS INC(TBBB) | 1,500,000 | 1,600,000 | +100,000 | 41,640,000 | 43,136,000 | 10.22% | +1,496,000 |
| ANALOG DEVICES INC(ADI) | 90,000 | 90,000 | 0 | 21,421,800 | 22,113,000 | 5.24% | +691,200 |
| ACCELERANT HOLDINGS(ARX) | 0 | 35,000 | +35,000 | 0 | 521,150 | 0.12% | +521,150 |
| META PLATFORMS INC(META) | 80,000 | 80,000 | 0 | 59,047,200 | 58,750,400 | 13.92% | -296,800 |
| MERCADOLIBRE INC(MELI) | 17,500 | 17,500 | 0 | 45,738,525 | 40,896,450 | 9.69% | -4,842,075 |
| MONDAY COM LTD | 25,000 | 0 | -25,000 | 7,862,000 | 0 | — | -7,862,000 |
| COUPANG INC(CPNG) | 1,250,000 | 600,000 | -650,000 | 37,450,000 | 19,320,000 | 4.58% | -18,130,000 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 1,150,000 | 400,000 | -750,000 | 37,386,500 | 15,036,000 | 3.56% | -22,350,500 |
| PDD HOLDINGS INC(PDD) | 425,000 | 100,000 | -325,000 | 44,480,500 | 13,217,000 | 3.13% | -31,263,500 |
| GOOSEHEAD INS INC(GSHD) | 462,500 | 125,000 | -337,500 | 48,798,375 | 9,302,500 | 2.20% | -39,495,875 |