Basic Stats
Insider Profile 3G Capital Partners Ltd.
Portfolio Value $ 407,408,900
Current Positions 11
Latest Holdings, Performance, AUM (from 13F, 13D)

3G Capital Partners LP has disclosed 11 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 407,408,900 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). 3G Capital Partners LP’s top holdings are Meta Platforms, Inc. (US:META) , Goosehead Insurance, Inc (US:GSHD) , MercadoLibre, Inc. (US:MELI) , PDD Holdings Inc. - Depositary Receipt (Common Stock) (US:PDD) , and BBB Foods Inc. (US:TBBB) .

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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
1.50 41.64 10.2207 7.5388
0.46 48.80 11.9777 4.3486
0.02 45.74 11.2267 2.2619
0.10 33.26 8.1632 0.9337
0.03 7.86 1.9298 0.8822
0.42 44.48 10.9179 0.7207
1.25 37.45 9.1922 0.6894
1.15 37.39 9.1767 0.6273
0.08 59.05 14.4934 0.4231
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.09 21.42 5.2581 -6.3260
0.09 30.33 7.4437 -0.9631
13F and Fund Filings

This form was filed on 2025-08-14 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
META / Meta Platforms, Inc. 0.08 -5.88 59.05 20.53 14.4934 0.4231
GSHD / Goosehead Insurance, Inc 0.46 105.56 48.80 83.71 11.9777 4.3486
MELI / MercadoLibre, Inc. 0.02 9.38 45.74 46.54 11.2267 2.2619
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock) 0.42 41.67 44.48 25.28 10.9179 0.7207
TBBB / BBB Foods Inc. 1.50 328.57 41.64 345.92 10.2207 7.5388
CPNG / Coupang, Inc. 1.25 -7.41 37.45 26.50 9.1922 0.6894
ATAT / Atour Lifestyle Holdings Limited - Depositary Receipt (Common Stock) 1.15 9.52 37.39 25.60 9.1767 0.6273
APP / AppLovin Corporation 0.10 0.00 33.26 32.12 8.1632 0.9337
CVNA / Carvana Co. 0.09 -35.71 30.33 3.60 7.4437 -0.9631
ADI / Analog Devices, Inc. 0.09 -55.00 21.42 -46.89 5.2581 -6.3260
MNDY / monday.com Ltd. 0.03 66.67 7.86 115.57 1.9298 0.8822
INTU / Intuit Inc. 0.00 -100.00 0.00 0.0000
KVYO / Klaviyo, Inc. 0.00 -100.00 0.00 0.0000
DKNG / DraftKings Inc. 0.00 -100.00 0.00 0.0000
AMZN / Amazon.com, Inc. 0.00 -100.00 0.00 0.0000
WDAY / Workday, Inc. 0.00 -100.00 0.00 0.0000