3G Capital Partners LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
3C 3G Capital Partners LP | Institutional Filer | ▼ 33.58% | $281.7M | 10 |
Current Portfolio Holdings
Showing all 10 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms, Inc. | Technology | 105K | $60.1M | 21.32% |
| 2 | CVNA | Carvana Co. | Consumer Cyclical | 138K | $43.2M | 15.34% |
| 3 | APP | AppLovin Corporation | Technology | 95K | $37.8M | 13.42% |
| 4 | GOOGL | Alphabet Inc. | Technology | 113K | $32.4M | 11.48% |
| 5 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 18K | $30.3M | 10.74% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 125K | $26.0M | 9.24% |
| 7 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | 150K | $18.8M | 6.68% |
| 8 | ADI | Analog Devices, Inc. | Technology | 40K | $12.7M | 4.52% |
| 9 | AMAT | Applied Materials, Inc. | Technology | 35K | $12.0M | 4.25% |
| 10 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 25K | $8.4M | 3.00% |
Showing 1 to 10 of 10 holdings