3G Capital Partners LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), 3G Capital Partners LP reported 13 stock positions worth $424.1 million. Its top holding was AppLovin Class A (APP) at 15.1% of the portfolio, followed by Carvana (CVNA, 14.9%) and Meta Platforms Class A (META, 14.0%). Compared with Q3 2025, it opened 1 new position, sold out of 4, added to 8 and reduced 3. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale BBB Foods Class A (TBBB, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001421669
- Portfolio Value
- $424.1M (Q4 2025)
- SEC Filing
- 0001493152-26-007083 ↗ filed Feb 17, 2026
Holdings Value
Holdings 13 stocks · $424.1M
| APP AppLovin Corp. Class A | 15.09% | 95,000 | $64.0M | No change |
| CVNA Carvana Co. | 14.93% | 150,000 | $63.3M | Add +25.0% |
| META Meta Platforms Inc. Class A | 14.01% | 90,000 | $59.4M | Add +12.5% |
| MELI MercadoLibre Inc. | 11.87% | 25,000 | $50.4M | Add +42.9% |
| MSFT Microsoft Corp. | 10.26% | 90,000 | $43.5M | Add +157.1% |
| AMZN Amazon.com Inc. | 7.07% | 130,000 | $30.0M | New |
| GOOGL Alphabet Inc. Class A | 5.90% | 80,000 | $25.0M | Reduce -20.0% |
| SE Sea Ltd.-ADR | 4.51% | 150,000 | $19.1M | Add +42.9% |
| TBBB BBB Foods Inc. Class A | 4.33% | 550,000 | $18.4M | Reduce -65.6% |
| GSHD Goosehead Insurance Inc. Class A | 3.91% | 225,000 | $16.6M | Add +80.0% |
| CPNG Coupang Inc. | 3.89% | 700,000 | $16.5M | Add +16.7% |
| BABA Alibaba Group Holding-SP ADR | 2.59% | 75,000 | $11.0M | Add +275.0% |
| ATAT Atour Lifestyle Holdings-ADR | 1.63% | 175,000 | $6.9M | Reduce -56.3% |
Portfolio Sells Q3 2025 → Q4 2025
| TBBB BBB Foods Inc. Class A | Reduce -65.6% | 4.33% | −5.89 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −5.24 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −5.08 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −3.13 |
| ATAT Atour Lifestyle Holdings-ADR | Reduce -56.3% | 1.63% | −1.94 |
| ARX Accelerant Holdings Class A | Sold out | 0.00% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -20.0% | 5.90% | +0.14 |
Portfolio Buys Q3 2025 → Q4 2025
| AMZN Amazon.com Inc. | New | 7.07% | +7.07 |
| MSFT Microsoft Corp. | Add +157.1% | 10.26% | +5.97 |
| CVNA Carvana Co. | Add +25.0% | 14.93% | +4.20 |
| MELI MercadoLibre Inc. | Add +42.9% | 11.87% | +2.18 |
| BABA Alibaba Group Holding-SP ADR | Add +275.0% | 2.59% | +1.75 |
| GSHD Goosehead Insurance Inc. Class A | Add +80.0% | 3.91% | +1.70 |
| META Meta Platforms Inc. Class A | Add +12.5% | 14.01% | +0.09 |
| SE Sea Ltd.-ADR | Add +42.9% | 4.51% | +0.07 |
| CPNG Coupang Inc. | Add +16.7% | 3.89% | −0.68 |
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 |