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3G Capital Partners LP

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13F filer, CIK 1421669, NEW YORK, NY

3G Capital Partners LP reported $422,046,250 across 16 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 85.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001493152-25-023409

Period
2025-09-30
Reported value
$422M
Holdings
16
Top 10 weight
85.84%
New
6
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+100,000$24.3M
AVGOnew+65,000$21.4M
SEnew+105,000$18.8M
MSFTnew+35,000$18.1M
CVNAadded+30,000$11.3M

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
PDDreduced-325,000-$43M
ATATreduced-750,000-$28.2M
GSHDreduced-337,500-$25.1M
CPNGreduced-650,000-$20.9M
MNDYexited-25,000-$7.86M

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, Q3 2025

Share positions as resolved from 13F-HR 0001493152-25-023409, largest first. % of portfolio is the value over $422,046,250, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 95,000 shares; 2025Q1: 95,000 shares; 2025Q2: 95,000 shares; 2025Q3: 95,000 shares 95,000$68.3M16.17%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 77,500 shares; 2025Q1: 85,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares 80,000$58.8M13.92%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,782 shares; 2024Q4: 35,000 shares; 2025Q1: 140,000 shares; 2025Q2: 90,000 shares; 2025Q3: 120,000 shares 120,000$45.3M10.73%+30,000Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350,000 shares; 2025Q2: 1,500,000 shares; 2025Q3: 1,600,000 shares 1,600,000$43.1M10.22%+100,000Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 19,000 shares; 2025Q1: 16,000 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares 17,500$40.9M9.69%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares 100,000$24.3M5.76%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,000 shares; 2024Q4: 135,000 shares; 2025Q1: 200,000 shares; 2025Q2: 90,000 shares; 2025Q3: 90,000 shares 90,000$22.1M5.24%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,000 shares 65,000$21.4M5.08%newTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 600,000 shares 600,000$19.3M4.58%-650,000Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,000 shares 105,000$18.8M4.45%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares 35,000$18.1M4.3%newTimeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 400,000 shares 400,000$15M3.56%-750,000Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,000 shares; 2024Q4: 425,000 shares; 2025Q1: 300,000 shares; 2025Q2: 425,000 shares; 2025Q3: 100,000 shares 100,000$13.2M3.13%-325,000Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,000 shares; 2024Q4: 250,000 shares; 2025Q1: 225,000 shares; 2025Q2: 462,500 shares; 2025Q3: 125,000 shares 125,000$9.3M2.2%-337,500Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares 20,000$3.57M0.85%newTimeline
ARXACCELERANT HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares 35,000$521K0.12%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
MNDYMONDAY COM LTD25,000$7.86Mshares

How Q3 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 0001493152-25-023409 base2025-11-14acceptance time not in the bulk data set