Q2 2025 · 13F-HR
3G Capital Partners LPholdings as filed
Filed 2025-08-14 · accession 0001641172-25-023994
$407.4M
Reported value
11
Positions
2025-06-30
Period end
The Brief · 3G Capital Partners LP · Q2 2025
AI · grounded in 13F
3G Capital Partners LP established a new position in META valued at $59.0M. The fund also initiated new stakes in GSHD for $48.8M and MELI for $45.7M. Other new additions include PDD at $44.5M, TBBB at $41.6M, and CPNG at $37.5M. Total assets under management stand at $407.4M across 11 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $59.0M | 14.5% | 80,000 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $48.8M | 12.0% | 462,500 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $45.7M | 11.2% | 17,500 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $44.5M | 10.9% | 425,000 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC | $41.6M | 10.2% | 1,500,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $37.5M | 9.19% | 1,250,000 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $37.4M | 9.18% | 1,150,000 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $33.3M | 8.16% | 95,000 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $30.3M | 7.44% | 90,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $21.4M | 5.26% | 90,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $7.9M | 1.93% | 25,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.