The Analysis of 3G Capital Partners LP's Holdings


Currently, 3G Capital Partners LP holds 13 types of securities in its portfolio with a total value $424.1M. In the most recent quarter, they have increased their positions in AMZN (+130.0K shares, valued at $30.0M), MSFT (+55.0K shares, valued at $26.6M), MELI (+7.5K shares, valued at $15.1M); decreased their positions in TBBB (-1.1M shares, valued at $35.1M), ATAT (-225.0K shares, valued at $8.9M), N/A (-20.0K shares, valued at $6.3M); initiated new positions in AMZN (+130.0K shares, valued at $30.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APP APPLOVIN CORP95.0K shares0.00%2025-12-312026-02-17history
CVNA CARVANA CO150.0K shares25.00%2025-12-312026-02-17history
META META PLATFORMS INC90.0K shares12.50%2025-12-312026-02-17history
MELI MERCADOLIBRE INC25.0K shares42.86%2025-12-312026-02-17history
MSFT MICROSOFT CORP90.0K shares157.14%2025-12-312026-02-17history
AMZN AMAZON COM INC130.0K sharesnew addition2025-12-312026-02-17history
ALPHABET INC ALPHABET INC80.0K shares-20.00%2025-12-312026-02-17history
SE SEA LTD150.0K shares42.86%2025-12-312026-02-17history
Sponsored
TBBB BBB FOODS INC550.0K shares-65.63%2025-12-312026-02-17history
GSHD GOOSEHEAD INS INC225.0K shares80.00%2025-12-312026-02-17history
CPNG COUPANG INC700.0K shares16.67%2025-12-312026-02-17history
BABA ALIBABA GROUP HLDG LTD75.0K shares275.00%2025-12-312026-02-17history
ATAT ATOUR LIFESTYLE HLDGS LTD175.0K shares-56.25%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available