3G Capital Partners LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), 3G Capital Partners LP reported 10 stock positions worth $238.1 million. Its top holding was Meta Platforms Class A (META) at 18.9% of the portfolio, followed by PDD (PDD, 14.4%) and Analog Devices (ADI, 14.1%). Compared with Q4 2023, it opened 5 new positions, sold out of 4 and added to 3. The biggest buy was a new position in Applied Materials (AMAT) and the biggest sale an exit from Jd.com Inc.-ADR (JD).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001421669
- Portfolio Value
- $238.1M (Q1 2024)
- SEC Filing
- 0001493152-24-019809 ↗ filed May 15, 2024
Holdings Value
Holdings 10 stocks · $238.1M
| META Meta Platforms Inc. Class A | 18.87% | 92,500 | $44.9M | No change |
| PDD PDD Holdings Inc. | 14.41% | 295,000 | $34.3M | Add +180.9% |
| ADI Analog Devices Inc. | 14.12% | 170,000 | $33.6M | Add +9.7% |
| GSHD Goosehead Insurance Inc. Class A | 10.49% | 375,000 | $25.0M | Add +50.0% |
| AMZN Amazon.com Inc. | 10.23% | 135,000 | $24.4M | No change |
| AMAT Applied Materials Inc. | 9.96% | 115,000 | $23.7M | New |
| APP AppLovin Corp. Class A | 9.45% | 325,000 | $22.5M | New |
| LI Li Auto Inc. - ADR | 5.98% | 470,000 | $14.2M | New |
| CPNG Coupang Inc. | 5.42% | 725,000 | $12.9M | New |
| KVYO Klaviyo Inc. Class A | 1.07% | 100,000 | $2.5M | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| AMAT Applied Materials Inc. | New | 9.96% | +9.96 |
| APP AppLovin Corp. Class A | New | 9.45% | +9.45 |
| LI Li Auto Inc. - ADR | New | 5.98% | +5.98 |
| CPNG Coupang Inc. | New | 5.42% | +5.42 |
| PDD PDD Holdings Inc. | Add +180.9% | 14.41% | +5.04 |
| KVYO Klaviyo Inc. Class A | New | 1.07% | +1.07 |
| GSHD Goosehead Insurance Inc. Class A | Add +50.0% | 10.49% | −1.06 |
| ADI Analog Devices Inc. | Add +9.7% | 14.12% | −4.65 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $373.2M | CVNA, APP, DELL, INTC, GOOGL |
| Q1 2026 | 10 | $281.7M | META, CVNA, APP, GOOGL, MELI |
| Q4 2025 | 13 | $424.1M | APP, CVNA, META, MELI, MSFT |
| Q3 2025 | 16 | $422.0M | APP, META, CVNA, TBBB, MELI |
| Q2 2025 | 11 | $407.4M | META, GSHD, MELI, PDD, TBBB |
| Q1 2025 | 16 | $348.2M | META, ADI, PDD, MELI, ATAT |
| Q4 2024 | 16 | $348.7M | META, PDD, MELI, APP, ADI |
| Q3 2024 | 13 | $296.5M | PDD, META, ADI, AMZN, APP |
| Q2 2024 | 14 | $260.0M | META, PDD, CPNG, GSHD, AMZN |
| Q1 2024 | 10 | $238.1M | META, PDD, ADI, GSHD, AMZN |