3G Capital Partners LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
3G Capital Partners LP disclosed 13 US equity positions worth $424.1m in its Q4 2025 13F filing. The largest position was APP at 15.1% of the reported book, followed by CVNA and META. Against the Q3 2025 filing, it opened 1 new position, added to 8 and reduced 3 among the top 13 holdings.
What did 3G Capital Partners LP own in Q4 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 15.1% | $64.0m | 95,000 | 0% | held |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 14.9% | $63.3m | 150,000 | 25% | added |
| 3 | META META PLATFORMS INC | Communication Services | 14.0% | $59.4m | 90,000 | 12% | added |
| 4 | MELI MERCADOLIBRE INC | Consumer Cyclical | 11.9% | $50.4m | 25,000 | 43% | added |
| 5 | MSFT MICROSOFT CORP | Technology | 10.3% | $43.5m | 90,000 | 157% | added |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 7.1% | $30.0m | 130,000 | – | new |
| 7 | GOOGL ALPHABET INC | Communication Services | 5.9% | $25.0m | 80,000 | -20% | reduced |
| 8 | SE SEA LTD | Consumer Cyclical | 4.5% | $19.1m | 150,000 | 43% | added |
| 9 | TBBB BBB FOODS INC | Consumer Defensive | 4.3% | $18.4m | 550,000 | -66% | reduced |
| 10 | GSHD GOOSEHEAD INS INC | 3.9% | $16.6m | 225,000 | 80% | added | |
| 11 | CPNG COUPANG INC | Consumer Cyclical | 3.9% | $16.5m | 700,000 | 17% | added |
| 12 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.6% | $11.0m | 75,000 | 275% | added |
| 13 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 1.6% | $6.9m | 175,000 | -56% | reduced |
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.