3G Capital Partners LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), 3G Capital Partners LP reported 16 stock positions worth $348.2 million. Its top holding was Meta Platforms Class A (META) at 14.1% of the portfolio, followed by Analog Devices (ADI, 11.6%) and PDD (PDD, 10.2%). Compared with Q4 2024, it opened 5 new positions, sold out of 5, added to 6 and reduced 4. The biggest buy was Carvana (CVNA, shares +300%) and the biggest sale an exit from Bill (BILL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001421669
- Portfolio Value
- $348.2M (Q1 2025)
- SEC Filing
- 0001641172-25-010871 ↗ filed May 15, 2025
Holdings Value
Holdings 16 stocks · $348.2M
| META Meta Platforms Inc. Class A | 14.07% | 85,000 | $49.0M | Add +9.7% |
| ADI Analog Devices Inc. | 11.58% | 200,000 | $40.3M | Add +48.1% |
| PDD PDD Holdings Inc. | 10.20% | 300,000 | $35.5M | Reduce -29.4% |
| MELI MercadoLibre Inc. | 8.96% | 16,000 | $31.2M | Reduce -15.8% |
| ATAT Atour Lifestyle Holdings-ADR | 8.55% | 1,050,000 | $29.8M | Add +5.0% |
| CPNG Coupang Inc. | 8.50% | 1,350,000 | $29.6M | Add +12.5% |
| CVNA Carvana Co. | 8.41% | 140,000 | $29.3M | Add +300.0% |
| GSHD Goosehead Insurance Inc. Class A | 7.63% | 225,000 | $26.6M | Reduce -10.0% |
| APP AppLovin Corp. Class A | 7.23% | 95,000 | $25.2M | No change |
| AMZN Amazon.com Inc. | 6.83% | 125,000 | $23.8M | Add +92.3% |
| TBBB BBB Foods Inc. Class A | 2.68% | 350,000 | $9.3M | New |
| INTU Intuit Inc. | 1.76% | 10,000 | $6.1M | New |
| MNDY Monday.com Ltd. | 1.05% | 15,000 | $3.6M | New |
| WDAY Workday Inc. Class A | 1.01% | 15,000 | $3.5M | New |
| KVYO Klaviyo Inc. Class A | 0.87% | 100,000 | $3.0M | New |
| DKNG Draftkings Inc. Class A | 0.67% | 70,000 | $2.3M | Reduce -6.7% |
Portfolio Sells Q4 2024 → Q1 2025
| BILL Bill Holdings Inc. | Sold out | 0.00% | −7.53 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −4.76 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −4.65 |
| PDD PDD Holdings Inc. | Reduce -29.4% | 10.20% | −1.62 |
| SPT Sprout Social Inc. Class A | Sold out | 0.00% | −1.32 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.70 |
| MELI MercadoLibre Inc. | Reduce -15.8% | 8.96% | −0.30 |
| DKNG Draftkings Inc. Class A | Reduce -6.7% | 0.67% | −0.13 |
| GSHD Goosehead Insurance Inc. Class A | Reduce -10.0% | 7.63% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| CVNA Carvana Co. | Add +300.0% | 8.41% | +6.37 |
| ADI Analog Devices Inc. | Add +48.1% | 11.58% | +3.36 |
| AMZN Amazon.com Inc. | Add +92.3% | 6.83% | +2.74 |
| TBBB BBB Foods Inc. Class A | New | 2.68% | +2.68 |
| INTU Intuit Inc. | New | 1.76% | +1.76 |
| META Meta Platforms Inc. Class A | Add +9.7% | 14.07% | +1.06 |
| MNDY Monday.com Ltd. | New | 1.05% | +1.05 |
| WDAY Workday Inc. Class A | New | 1.01% | +1.01 |
| CPNG Coupang Inc. | Add +12.5% | 8.50% | +0.94 |
| KVYO Klaviyo Inc. Class A | New | 0.87% | +0.87 |
| ATAT Atour Lifestyle Holdings-ADR | Add +5.0% | 8.55% | +0.84 |
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 |