3G Capital Partners LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
3G Capital Partners LP disclosed 13 US equity positions worth $296.5m in its Q3 2024 13F filing. The largest position was PDD at 17.1% of the reported book, followed by META and ADI.
What did 3G Capital Partners LP own in Q3 2024? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 17.1% | $50.6m | 375,000 | – | |
| 2 | META META PLATFORMS INC | Communication Services | 14.5% | $42.9m | 75,000 | – | |
| 3 | ADI ANALOG DEVICES INC | Technology | 12.8% | $38.0m | 165,000 | – | |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 11.3% | $33.5m | 180,000 | – | |
| 5 | APP APPLOVIN CORP | Communication Services | 11.0% | $32.6m | 250,000 | – | |
| 6 | CPNG COUPANG INC | Consumer Cyclical | 10.8% | $31.9m | 1,300,000 | – | |
| 7 | GSHD GOOSEHEAD INS INC | 8.7% | $25.9m | 290,000 | – | ||
| 8 | UBER UBER TECHNOLOGIES INC | Technology | 4.3% | $12.8m | 170,000 | – | |
| 9 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.2% | $12.3m | 6,000 | – | |
| 10 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 2.4% | $7.1m | 275,000 | – | |
| 11 | KVYO KLAVIYO INC | Technology | 1.2% | $3.5m | 100,000 | – | |
| 12 | WDAY WORKDAY INC | Technology | 1.0% | $3.1m | 12,500 | – | |
| 13 | CVNA CARVANA CO | Consumer Cyclical | 0.8% | $2.2m | 12,782 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.