3G Capital Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), 3G Capital Partners LP reported 14 stock positions worth $260.0 million. Its top holding was Meta Platforms Class A (META) at 13.1% of the portfolio, followed by PDD (PDD, 13.0%) and Coupang (CPNG, 11.7%). Compared with Q1 2024, it opened 5 new positions, sold out of 1, added to 2 and reduced 5. The biggest buy was a new position in Uber Technologies (UBER) and the biggest sale Applied Materials (AMAT, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001421669
- Portfolio Value
- $260.0M (Q2 2024)
- SEC Filing
- 0001493152-24-032159 ↗ filed Aug 14, 2024
Holdings Value
Holdings 14 stocks · $260.0M
| META Meta Platforms Inc. Class A | 13.09% | 67,500 | $34.0M | Reduce -27.0% |
| PDD PDD Holdings Inc. | 13.04% | 255,000 | $33.9M | Reduce -13.6% |
| CPNG Coupang Inc. | 11.68% | 1,450,000 | $30.4M | Add +100.0% |
| GSHD Goosehead Insurance Inc. Class A | 10.21% | 462,300 | $26.6M | Add +23.3% |
| AMZN Amazon.com Inc. | 10.03% | 135,000 | $26.1M | No change |
| ADI Analog Devices Inc. | 8.78% | 100,000 | $22.8M | Reduce -41.2% |
| UBER Uber Technologies Inc. | 8.39% | 300,000 | $21.8M | New |
| APP AppLovin Corp. Class A | 7.52% | 235,000 | $19.6M | Reduce -27.7% |
| MELI MercadoLibre Inc. | 6.32% | 10,000 | $16.4M | New |
| CVNA Carvana Co. | 3.47% | 70,000 | $9.0M | New |
| AMAT Applied Materials Inc. | 2.72% | 30,000 | $7.1M | Reduce -73.9% |
| ATAT Atour Lifestyle Holdings-ADR | 1.94% | 275,000 | $5.0M | New |
| NTES Netease Inc.-ADR | 1.84% | 50,000 | $4.8M | New |
| KVYO Klaviyo Inc. Class A | 0.96% | 100,000 | $2.5M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| AMAT Applied Materials Inc. | Reduce -73.9% | 2.72% | −7.24 |
| LI Li Auto Inc. - ADR | Sold out | 0.00% | −5.98 |
| META Meta Platforms Inc. Class A | Reduce -27.0% | 13.09% | −5.78 |
| ADI Analog Devices Inc. | Reduce -41.2% | 8.78% | −5.34 |
| APP AppLovin Corp. Class A | Reduce -27.7% | 7.52% | −1.93 |
| PDD PDD Holdings Inc. | Reduce -13.6% | 13.04% | −1.37 |
Portfolio Buys Q1 2024 → Q2 2024
| UBER Uber Technologies Inc. | New | 8.39% | +8.39 |
| MELI MercadoLibre Inc. | New | 6.32% | +6.32 |
| CPNG Coupang Inc. | Add +100.0% | 11.68% | +6.27 |
| CVNA Carvana Co. | New | 3.47% | +3.47 |
| ATAT Atour Lifestyle Holdings-ADR | New | 1.94% | +1.94 |
| NTES Netease Inc.-ADR | New | 1.84% | +1.84 |
| GSHD Goosehead Insurance Inc. Class A | Add +23.3% | 10.21% | −0.28 |
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 |