3G Capital Partners LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
3G Capital Partners LP disclosed 16 US equity positions worth $422.0m in its Q3 2025 13F filing. The largest position was APP at 16.2% of the reported book, followed by META and CVNA. Against the Q2 2025 filing, it opened 6 new positions, added to 2 and reduced 4 among the top 16 holdings.
What did 3G Capital Partners LP own in Q3 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 16.2% | $68.3m | 95,000 | 0% | held |
| 2 | META META PLATFORMS INC | Communication Services | 13.9% | $58.8m | 80,000 | 0% | held |
| 3 | CVNA CARVANA CO | Consumer Cyclical | 10.7% | $45.3m | 120,000 | 33% | added |
| 4 | TBBB BBB FOODS INC | Consumer Defensive | 10.2% | $43.1m | 1,600,000 | 7% | added |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 9.7% | $40.9m | 17,500 | 0% | held |
| 6 | GOOGL ALPHABET INC | Communication Services | 5.8% | $24.3m | 100,000 | – | new |
| 7 | ADI ANALOG DEVICES INC | Technology | 5.2% | $22.1m | 90,000 | 0% | held |
| 8 | AVGO BROADCOM INC | Technology | 5.1% | $21.4m | 65,000 | – | new |
| 9 | CPNG COUPANG INC | Consumer Cyclical | 4.6% | $19.3m | 600,000 | -52% | reduced |
| 10 | SE SEA LTD | Consumer Cyclical | 4.4% | $18.8m | 105,000 | – | new |
| 11 | MSFT MICROSOFT CORP | Technology | 4.3% | $18.1m | 35,000 | – | new |
| 12 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 3.6% | $15.0m | 400,000 | -65% | reduced |
| 13 | PDD PDD HOLDINGS INC | Consumer Cyclical | 3.1% | $13.2m | 100,000 | -76% | reduced |
| 14 | GSHD GOOSEHEAD INS INC | 2.2% | $9.3m | 125,000 | -73% | reduced | |
| 15 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.8% | $3.6m | 20,000 | – | new |
| 16 | ARX ACCELERANT HOLDINGS | 0.1% | $521.1k | 35,000 | – | 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.