3G Capital Partners LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), 3G Capital Partners LP reported 11 stock positions worth $407.4 million. Its top holding was Meta Platforms Class A (META) at 14.5% of the portfolio, followed by Goosehead Insurance Class A (GSHD, 12.0%) and MercadoLibre (MELI, 11.2%). Compared with Q1 2025, it sold out of 5, added to 6 and reduced 4. The biggest buy was BBB Foods Class A (TBBB, shares +329%) and the biggest sale an exit from Amazon.com (AMZN).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001421669
- Portfolio Value
- $407.4M (Q2 2025)
- SEC Filing
- 0001641172-25-023994 ↗ filed Aug 14, 2025
Holdings Value
Holdings 11 stocks · $407.4M
| META Meta Platforms Inc. Class A | 14.49% | 80,000 | $59.0M | Reduce -5.9% |
| GSHD Goosehead Insurance Inc. Class A | 11.98% | 462,500 | $48.8M | Add +105.6% |
| MELI MercadoLibre Inc. | 11.23% | 17,500 | $45.7M | Add +9.4% |
| PDD PDD Holdings Inc. | 10.92% | 425,000 | $44.5M | Add +41.7% |
| TBBB BBB Foods Inc. Class A | 10.22% | 1,500,000 | $41.6M | Add +328.6% |
| CPNG Coupang Inc. | 9.19% | 1,250,000 | $37.5M | Reduce -7.4% |
| ATAT Atour Lifestyle Holdings-ADR | 9.18% | 1,150,000 | $37.4M | Add +9.5% |
| APP AppLovin Corp. Class A | 8.16% | 95,000 | $33.3M | No change |
| CVNA Carvana Co. | 7.44% | 90,000 | $30.3M | Reduce -35.7% |
| ADI Analog Devices Inc. | 5.26% | 90,000 | $21.4M | Reduce -55.0% |
| MNDY Monday.com Ltd. | 1.93% | 25,000 | $7.9M | Add +66.7% |
Portfolio Sells Q1 2025 → Q2 2025
| AMZN Amazon.com Inc. | Sold out | 0.00% | −6.83 |
| ADI Analog Devices Inc. | Reduce -55.0% | 5.26% | −6.33 |
| INTU Intuit Inc. | Sold out | 0.00% | −1.76 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −1.01 |
| CVNA Carvana Co. | Reduce -35.7% | 7.44% | −0.96 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −0.87 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.67 |
| META Meta Platforms Inc. Class A | Reduce -5.9% | 14.49% | +0.42 |
| CPNG Coupang Inc. | Reduce -7.4% | 9.19% | +0.69 |
Portfolio Buys Q1 2025 → Q2 2025
| TBBB BBB Foods Inc. Class A | Add +328.6% | 10.22% | +7.54 |
| GSHD Goosehead Insurance Inc. Class A | Add +105.6% | 11.98% | +4.35 |
| MELI MercadoLibre Inc. | Add +9.4% | 11.23% | +2.26 |
| MNDY Monday.com Ltd. | Add +66.7% | 1.93% | +0.88 |
| PDD PDD Holdings Inc. | Add +41.7% | 10.92% | +0.72 |
| ATAT Atour Lifestyle Holdings-ADR | Add +9.5% | 9.18% | +0.63 |
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 |