3G Capital Partners LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), 3G Capital Partners LP reported 16 stock positions worth $348.7 million. Its top holding was Meta Platforms Class A (META) at 13.0% of the portfolio, followed by PDD (PDD, 11.8%) and MercadoLibre (MELI, 9.3%). Compared with Q3 2024, it opened 5 new positions, sold out of 2, added to 6 and reduced 5. The biggest buy was a new position in Bill (BILL) and the biggest sale Amazon.com (AMZN, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001421669
- Portfolio Value
- $348.7M (Q4 2024)
- SEC Filing
- 0001493152-25-006862 ↗ filed Feb 14, 2025
Holdings Value
Holdings 16 stocks · $348.7M
| META Meta Platforms Inc. Class A | 13.01% | 77,500 | $45.4M | Add +3.3% |
| PDD PDD Holdings Inc. | 11.82% | 425,000 | $41.2M | Add +13.3% |
| MELI MercadoLibre Inc. | 9.27% | 19,000 | $32.3M | Add +216.7% |
| APP AppLovin Corp. Class A | 8.82% | 95,000 | $30.8M | Reduce -62.0% |
| ADI Analog Devices Inc. | 8.23% | 135,000 | $28.7M | Reduce -18.2% |
| ATAT Atour Lifestyle Holdings-ADR | 7.71% | 1,000,000 | $26.9M | Add +263.6% |
| GSHD Goosehead Insurance Inc. Class A | 7.69% | 250,000 | $26.8M | Reduce -13.8% |
| CPNG Coupang Inc. | 7.56% | 1,200,000 | $26.4M | Reduce -7.7% |
| BILL Bill Holdings Inc. | 7.53% | 310,000 | $26.3M | New |
| UBER Uber Technologies Inc. | 4.76% | 275,000 | $16.6M | Add +61.8% |
| AVGO Broadcom Inc. | 4.65% | 70,000 | $16.2M | New |
| AMZN Amazon.com Inc. | 4.09% | 65,000 | $14.3M | Reduce -63.9% |
| CVNA Carvana Co. | 2.04% | 35,000 | $7.1M | Add +173.8% |
| SPT Sprout Social Inc. Class A | 1.32% | 150,000 | $4.6M | New |
| DKNG Draftkings Inc. Class A | 0.80% | 75,000 | $2.8M | New |
| AFRM Affirm Holdings Inc. | 0.70% | 40,000 | $2.4M | New |
Portfolio Sells Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Reduce -63.9% | 4.09% | −7.22 |
| ADI Analog Devices Inc. | Reduce -18.2% | 8.23% | −4.58 |
| CPNG Coupang Inc. | Reduce -7.7% | 7.56% | −3.20 |
| APP AppLovin Corp. Class A | Reduce -62.0% | 8.82% | −2.19 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −1.19 |
| GSHD Goosehead Insurance Inc. Class A | Reduce -13.8% | 7.69% | −1.05 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −1.03 |
Portfolio Buys Q3 2024 → Q4 2024
| BILL Bill Holdings Inc. | New | 7.53% | +7.53 |
| ATAT Atour Lifestyle Holdings-ADR | Add +263.6% | 7.71% | +5.31 |
| MELI MercadoLibre Inc. | Add +216.7% | 9.27% | +5.11 |
| AVGO Broadcom Inc. | New | 4.65% | +4.65 |
| SPT Sprout Social Inc. Class A | New | 1.32% | +1.32 |
| CVNA Carvana Co. | Add +173.8% | 2.04% | +1.29 |
| DKNG Draftkings Inc. Class A | New | 0.80% | +0.80 |
| AFRM Affirm Holdings Inc. | New | 0.70% | +0.70 |
| UBER Uber Technologies Inc. | Add +61.8% | 4.76% | +0.45 |
| META Meta Platforms Inc. Class A | Add +3.3% | 13.01% | −1.47 |
| PDD PDD Holdings Inc. | Add +13.3% | 11.82% | −5.23 |
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 |