3G Capital Partners LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
3G Capital Partners LP disclosed 11 US equity positions worth $407.4m in its Q2 2025 13F filing. The largest position was META at 14.5% of the reported book, followed by GSHD and MELI. Against the Q1 2025 filing, it opened 0 new positions, added to 6 and reduced 4 among the top 11 holdings.
What did 3G Capital Partners LP own in Q2 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 14.5% | $59.0m | 80,000 | -6% | reduced |
| 2 | GSHD GOOSEHEAD INS INC | 12.0% | $48.8m | 462,500 | 106% | added | |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 11.2% | $45.7m | 17,500 | 9% | added |
| 4 | PDD PDD HOLDINGS INC | Consumer Cyclical | 10.9% | $44.5m | 425,000 | 42% | added |
| 5 | TBBB BBB FOODS INC | Consumer Defensive | 10.2% | $41.6m | 1,500,000 | 329% | added |
| 6 | CPNG COUPANG INC | Consumer Cyclical | 9.2% | $37.5m | 1,250,000 | -7% | reduced |
| 7 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 9.2% | $37.4m | 1,150,000 | 10% | added |
| 8 | APP APPLOVIN CORP | Communication Services | 8.2% | $33.3m | 95,000 | 0% | held |
| 9 | CVNA CARVANA CO | Consumer Cyclical | 7.4% | $30.3m | 90,000 | -36% | reduced |
| 10 | ADI ANALOG DEVICES INC | Technology | 5.3% | $21.4m | 90,000 | -55% | reduced |
| 11 | MNDY MONDAY COM LTD | Technology | 1.9% | $7.9m | 25,000 | 67% | added |
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.