3G Capital Partners LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), 3G Capital Partners LP reported 16 stock positions worth $422.0 million. Its top holding was AppLovin Class A (APP) at 16.2% of the portfolio, followed by Meta Platforms Class A (META, 13.9%) and Carvana (CVNA, 10.7%). Compared with Q2 2025, it opened 6 new positions, sold out of 1, added to 2 and reduced 4. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Goosehead Insurance Class A (GSHD, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001421669
- Portfolio Value
- $422.0M (Q3 2025)
- SEC Filing
- 0001493152-25-023409 ↗ filed Nov 14, 2025
Holdings Value
Holdings 16 stocks · $422.0M
| APP AppLovin Corp. Class A | 16.17% | 95,000 | $68.3M | No change |
| META Meta Platforms Inc. Class A | 13.92% | 80,000 | $58.8M | No change |
| CVNA Carvana Co. | 10.73% | 120,000 | $45.3M | Add +33.3% |
| TBBB BBB Foods Inc. Class A | 10.22% | 1,600,000 | $43.1M | Add +6.7% |
| MELI MercadoLibre Inc. | 9.69% | 17,500 | $40.9M | No change |
| GOOGL Alphabet Inc. Class A | 5.76% | 100,000 | $24.3M | New |
| ADI Analog Devices Inc. | 5.24% | 90,000 | $22.1M | No change |
| AVGO Broadcom Inc. | 5.08% | 65,000 | $21.4M | New |
| CPNG Coupang Inc. | 4.58% | 600,000 | $19.3M | Reduce -52.0% |
| SE Sea Ltd.-ADR | 4.45% | 105,000 | $18.8M | New |
| MSFT Microsoft Corp. | 4.30% | 35,000 | $18.1M | New |
| ATAT Atour Lifestyle Holdings-ADR | 3.56% | 400,000 | $15.0M | Reduce -65.2% |
| PDD PDD Holdings Inc. | 3.13% | 100,000 | $13.2M | Reduce -76.5% |
| GSHD Goosehead Insurance Inc. Class A | 2.20% | 125,000 | $9.3M | Reduce -73.0% |
| BABA Alibaba Group Holding-SP ADR | 0.85% | 20,000 | $3.6M | New |
| ARX Accelerant Holdings Class A | 0.12% | 35,000 | $521K | New |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | New | 5.76% | +5.76 |
| AVGO Broadcom Inc. | New | 5.08% | +5.08 |
| SE Sea Ltd.-ADR | New | 4.45% | +4.45 |
| MSFT Microsoft Corp. | New | 4.30% | +4.30 |
| CVNA Carvana Co. | Add +33.3% | 10.73% | +3.28 |
| BABA Alibaba Group Holding-SP ADR | New | 0.85% | +0.85 |
| ARX Accelerant Holdings Class A | New | 0.12% | +0.12 |
| TBBB BBB Foods Inc. Class A | Add +6.7% | 10.22% | 0.00 |
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 |