3G Capital Partners LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
3G Capital Partners LP disclosed 16 US equity positions worth $348.7m in its Q4 2024 13F filing. The largest position was META at 13.0% of the reported book, followed by PDD and MELI. Against the Q3 2024 filing, it opened 5 new positions, added to 6 and reduced 5 among the top 16 holdings.
What did 3G Capital Partners LP own in Q4 2024? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 13.0% | $45.4m | 77,500 | 3% | added |
| 2 | PDD PDD HOLDINGS INC | Consumer Cyclical | 11.8% | $41.2m | 425,000 | 13% | added |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 9.3% | $32.3m | 19,000 | 217% | added |
| 4 | APP APPLOVIN CORP | Communication Services | 8.8% | $30.8m | 95,000 | -62% | reduced |
| 5 | ADI ANALOG DEVICES INC | Technology | 8.2% | $28.7m | 135,000 | -18% | reduced |
| 6 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 7.7% | $26.9m | 1,000,000 | 264% | added |
| 7 | GSHD GOOSEHEAD INS INC | 7.7% | $26.8m | 250,000 | -14% | reduced | |
| 8 | CPNG COUPANG INC | Consumer Cyclical | 7.6% | $26.4m | 1,200,000 | -8% | reduced |
| 9 | BILL BILL HOLDINGS INC | Technology | 7.5% | $26.3m | 310,000 | – | new |
| 10 | UBER UBER TECHNOLOGIES INC | Technology | 4.8% | $16.6m | 275,000 | 62% | added |
| 11 | AVGO BROADCOM INC | Technology | 4.7% | $16.2m | 70,000 | – | new |
| 12 | AMZN AMAZON COM INC | Consumer Cyclical | 4.1% | $14.3m | 65,000 | -64% | reduced |
| 13 | CVNA CARVANA CO | Consumer Cyclical | 2.0% | $7.1m | 35,000 | 174% | added |
| 14 | SPT SPROUT SOCIAL INC | Technology | 1.3% | $4.6m | 150,000 | – | new |
| 15 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.8% | $2.8m | 75,000 | – | new |
| 16 | AFRM AFFIRM HLDGS INC | Financial Services | 0.7% | $2.4m | 40,000 | – | new |
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.