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3G Capital Partners LP

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13F filer, CIK 1421669, NEW YORK, NY

3G Capital Partners LP reported $407,408,900 across 11 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 98.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001641172-25-023994

Period
2025-06-30
Reported value
$407M
Holdings
11
Top 10 weight
98.07%
New
0
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TBBBadded+1,150,000$31.9M
GSHDadded+237,500$25.1M
PDDadded+125,000$13.1M
MELIadded+1,500$3.92M
ATATadded+100,000$3.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ADIreduced-110,000-$26.2M
AMZNexited-125,000-$23.8M
CVNAreduced-50,000-$16.8M
INTUexited-10,000-$6.14M
METAreduced-5,000-$3.69M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001641172-25-023994, largest first. % of portfolio is the value over $407,408,900, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 77,500 shares; 2025Q1: 85,000 shares; 2025Q2: 80,000 shares 80,000$59M14.49%-5,000Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,000 shares; 2024Q4: 250,000 shares; 2025Q1: 225,000 shares; 2025Q2: 462,500 shares 462,500$48.8M11.98%+237,500Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 19,000 shares; 2025Q1: 16,000 shares; 2025Q2: 17,500 shares 17,500$45.7M11.23%+1,500Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,000 shares; 2024Q4: 425,000 shares; 2025Q1: 300,000 shares; 2025Q2: 425,000 shares 425,000$44.5M10.92%+125,000Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350,000 shares; 2025Q2: 1,500,000 shares 1,500,000$41.6M10.22%+1,150,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300,000 shares; 2024Q4: 1,200,000 shares; 2025Q1: 1,350,000 shares; 2025Q2: 1,250,000 shares 1,250,000$37.5M9.19%-100,000Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,000 shares; 2024Q4: 1,000,000 shares; 2025Q1: 1,050,000 shares; 2025Q2: 1,150,000 shares 1,150,000$37.4M9.18%+100,000Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 95,000 shares; 2025Q1: 95,000 shares; 2025Q2: 95,000 shares 95,000$33.3M8.16%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,782 shares; 2024Q4: 35,000 shares; 2025Q1: 140,000 shares; 2025Q2: 90,000 shares 90,000$30.3M7.44%-50,000Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,000 shares; 2024Q4: 135,000 shares; 2025Q1: 200,000 shares; 2025Q2: 90,000 shares 90,000$21.4M5.26%-110,000Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 25,000 shares 25,000$7.86M1.93%+10,000Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMZNAMAZON COM INC125,000$23.8Mshares
INTUINTUIT10,000$6.14Mshares
WDAYWORKDAY INC15,000$3.5Mshares
KVYOKLAVIYO INC100,000$3.03Mshares
DKNGDRAFTKINGS INC NEW70,000$2.32Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001641172-25-023994 base2025-08-14acceptance time not in the bulk data set