3G Capital Partners LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), 3G Capital Partners LP reported 13 stock positions worth $296.5 million. Its top holding was PDD (PDD) at 17.1% of the portfolio, followed by Meta Platforms Class A (META, 14.5%) and Analog Devices (ADI, 12.8%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 5 and reduced 5. The biggest buy was Analog Devices (ADI, shares +65%) and the biggest sale Uber Technologies (UBER, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001421669
- Portfolio Value
- $296.5M (Q3 2024)
- SEC Filing
- 0001493152-24-045815 ↗ filed Nov 14, 2024
Holdings Value
Holdings 13 stocks · $296.5M
| PDD PDD Holdings Inc. | 17.05% | 375,000 | $50.6M | Add +47.1% |
| META Meta Platforms Inc. Class A | 14.48% | 75,000 | $42.9M | Add +11.1% |
| ADI Analog Devices Inc. | 12.81% | 165,000 | $38.0M | Add +65.0% |
| AMZN Amazon.com Inc. | 11.31% | 180,000 | $33.5M | Add +33.3% |
| APP AppLovin Corp. Class A | 11.01% | 250,000 | $32.6M | Add +6.4% |
| CPNG Coupang Inc. | 10.76% | 1,300,000 | $31.9M | Reduce -10.3% |
| GSHD Goosehead Insurance Inc. Class A | 8.73% | 290,000 | $25.9M | Reduce -37.3% |
| UBER Uber Technologies Inc. | 4.31% | 170,000 | $12.8M | Reduce -43.3% |
| MELI MercadoLibre Inc. | 4.15% | 6,000 | $12.3M | Reduce -40.0% |
| ATAT Atour Lifestyle Holdings-ADR | 2.41% | 275,000 | $7.1M | No change |
| KVYO Klaviyo Inc. Class A | 1.19% | 100,000 | $3.5M | No change |
| WDAY Workday Inc. Class A | 1.03% | 12,500 | $3.1M | New |
| CVNA Carvana Co. | 0.75% | 12,782 | $2.2M | Reduce -81.7% |
Portfolio Sells Q2 2024 → Q3 2024
| UBER Uber Technologies Inc. | Reduce -43.3% | 4.31% | −4.08 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −2.72 |
| CVNA Carvana Co. | Reduce -81.7% | 0.75% | −2.72 |
| MELI MercadoLibre Inc. | Reduce -40.0% | 4.15% | −2.17 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −1.84 |
| GSHD Goosehead Insurance Inc. Class A | Reduce -37.3% | 8.73% | −1.48 |
| CPNG Coupang Inc. | Reduce -10.3% | 10.76% | −0.92 |
Portfolio Buys Q2 2024 → Q3 2024
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 |