3G Capital Partners LP
CIK: 0001421669SEC EDGAR →
Portfolio Value
$424.1M
Holdings
13
As of
Q4 2025
New Positions
6
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLOVIN CORP | 95,000 | $64.0M | 15.09% |
| 2 | CARVANA CO | 150,000 | $63.3M | 14.93% |
| 3 | META PLATFORMS INC | 90,000 | $59.4M | 14.01% |
| 4 | MERCADOLIBRE INC | 25,000 | $50.4M | 11.87% |
| 5 | MICROSOFT CORP | 90,000 | $43.5M | 10.26% |
| 6 | AMAZON COM INC | 130,000 | $30.0M | 7.07% |
| 7 | ALPHABET INC | 80,000 | $25.0M | 5.90% |
| 8 | SEA LTD | 150,000 | $19.1M | 4.51% |
| 9 | BBB FOODS INC | 550,000 | $18.4M | 4.33% |
| 10 | GOOSEHEAD INS INC | 225,000 | $16.6M | 3.91% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 6 | $146.8M | 34.6% |
| Technology | 2 | $107.5M | 25.4% |
| Communication Services | 2 | $84.4M | 19.9% |
| Unknown | 1 | $50.4M | 11.9% |
| Consumer Defensive | 1 | $18.4M | 4.3% |
| Financial Services | 1 | $16.6M | 3.9% |