The Analysis of 3G Capital Partners LP's Holdings
Currently, 3G Capital Partners LP holds 16 types of securities in its portfolio with a total value $422.0M. In the most recent quarter, they have increased their positions in GOOGL (+100.0K shares, valued at $24.3M), AVGO (+65.0K shares, valued at $21.4M), SE (+105.0K shares, valued at $18.8M); decreased their positions in PDD (-325.0K shares, valued at $43.0M), ATAT (-750.0K shares, valued at $28.2M), GSHD (-337.5K shares, valued at $25.1M); initiated new positions in GOOGL (+100.0K shares, valued at $24.3M), AVGO (+65.0K shares, valued at $21.4M), SE (+105.0K shares, valued at $18.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
APP APPLOVIN CORP95.0K shares0.00%2025-09-302025-11-14
META META PLATFORMS INC80.0K shares0.00%2025-09-302025-11-14 CVNA CARVANA CO120.0K shares33.33%2025-09-302025-11-14 TBBB BBB FOODS INC1.6M shares6.67%2025-09-302025-11-14 MELI MERCADOLIBRE INC17.5K shares0.00%2025-09-302025-11-14 GOOGL ALPHABET INC100.0K sharesnew addition2025-09-302025-11-14 ADI ANALOG DEVICES INC90.0K shares0.00%2025-09-302025-11-14 AVGO BROADCOM INC65.0K sharesnew addition2025-09-302025-11-14 CPNG COUPANG INC600.0K shares-52.00%2025-09-302025-11-14 SE SEA LTD105.0K sharesnew addition2025-09-302025-11-14 MSFT MICROSOFT CORP35.0K sharesnew addition2025-09-302025-11-14 ATAT ATOUR LIFESTYLE HLDGS LTD400.0K shares-65.22%2025-09-302025-11-14 PDD PDD HOLDINGS INC100.0K shares-76.47%2025-09-302025-11-14 GSHD GOOSEHEAD INS INC125.0K shares-72.97%2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD20.0K sharesnew addition2025-09-302025-11-14 ARX ACCELERANT HOLDINGS35.0K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available