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Latest 3G Capital Partners LP Stock Portfolio

$163Million

Equity Portfolio Value
Last Reported on: 14 Feb, 2024

About 3G Capital Partners LP and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, 3G Capital Partners LP reported an equity portfolio of $164 Millions as of 31 Dec, 2023.

The top stock holdings of 3G Capital Partners LP are META, ADI, AMZN. The fund has invested 20% of it's portfolio in META PLATFORMS INC and 18.8% of portfolio in ANALOG DEVICES INC.

The fund managers got completely rid off WYNN RESORTS LTD (WYNN), ALPHABET INC (GOOG) and CARVANA CO (CVNA) stocks. They significantly reduced their stock positions in REMITLY GLOBAL INC (RELY), PDD HOLDINGS INC (PDD) and ALIBABA GROUP HLDG LTD (BABA). 3G Capital Partners LP opened new stock positions in JD.COM INC (JD). The fund showed a lot of confidence in some stocks as they added substantially to GOOSEHEAD INS INC (GSHD) and META PLATFORMS INC (META).

New Buys

Ticker$ Bought
JD.COM INC20,223,000

New stocks bought by 3G Capital Partners LP

Additions

Ticker% Inc.
GOOSEHEAD INS INC19.05
META PLATFORMS INC18.59

Additions to existing portfolio by 3G Capital Partners LP

Reductions

Ticker% Reduced
REMITLY GLOBAL INC-55.00
PDD HOLDINGS INC-48.78
ALIBABA GROUP HLDG LTD-42.53
AMAZON COM INC-8.47
ANALOG DEVICES INC-1.59

3G Capital Partners LP reduced stake in above stock

Sold off

Ticker$ Sold
CARVANA CO-4,827,700
WYNN RESORTS LTD-9,703,050
ALPHABET INC-9,487,350
ARM HOLDINGS PLC-1,070,400

3G Capital Partners LP got rid off the above stocks

Current Stock Holdings of 3G Capital Partners LP

Last Reported on: 14 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
ADIANALOG DEVICES INC18.77155,00030,776,800REDUCED-1.59
AMZNAMAZON COM INC12.51135,00020,511,900REDUCED-8.47
BABAALIBABA GROUP HLDG LTD5.91125,0009,688,750REDUCED-42.53
BILLBILL HOLDINGS INC5.85117,5009,586,820UNCHANGED0.00
CVNACARVANA CO0.000.000.00SOLD OFF-100
GOOGALPHABET INC0.000.000.00SOLD OFF-100
GSHDGOOSEHEAD INS INC11.56250,00018,950,000ADDED19.05
JDJD.COM INC12.33700,00020,223,000NEW
METAMETA PLATFORMS INC19.9792,50032,741,300ADDED18.59
PDDPDD HOLDINGS INC9.37105,00015,362,600REDUCED-48.78
RELYREMITLY GLOBAL INC3.73315,0006,117,300REDUCED-55.00
WYNNWYNN RESORTS LTD0.000.000.00SOLD OFF-100
ARM HOLDINGS PLC0.000.000.00SOLD OFF-100