3CP
3G Capital Partners Portfolio holdings
AUM
$407M
1-Year Est. Return
64.61%
1 Year Est. Return
+64.61%
AUM
$407M
AUM Growth
+$59.2M
(+17%)
Holding
16
Top Buys
| 1 | +$31.9M | |
| 2 | +$25.1M | |
| 3 | +$13.1M | |
| 4 |
Mercado Libre
MELI
|
+$3.92M |
| 5 |
Atour Lifestyle Holdings
ATAT
|
+$3.25M |
Top Sells
| 1 | +$26.2M | |
| 2 | +$23.8M | |
| 3 | +$16.8M | |
| 4 |
Intuit
INTU
|
+$6.14M |
| 5 |
Meta Platforms (Facebook)
META
|
+$3.69M |
Sector Composition
| 1 | Consumer Discretionary | 47.96% |
| 2 | Communication Services | 22.66% |
| 3 | Financials | 11.98% |
| 4 | Consumer Staples | 10.22% |
| 5 | Technology | 7.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Meta Platforms (Facebook)
META
$1.63T
| $59M | 14.49% |
80,000
-5,000
|
|
||
2
Goosehead Insurance
GSHD
$1.71B
| $48.8M | 11.98% |
462,500
+237,500
|
|
||
|
3
Mercado Libre
MELI
$118B
| $45.7M | 11.23% |
17,500
+1,500
|
|
||
4
Pinduoduo
PDD
$191B
| $44.5M | 10.92% |
425,000
+125,000
|
|
||
5
BBB Foods
TBBB
$3.14B
| $41.6M | 10.22% |
1,500,000
+1,150,000
|
|
||
6
Coupang
CPNG
$58.3B
| $37.5M | 9.19% |
1,250,000
-100,000
|
|
||
|
7
Atour Lifestyle Holdings
ATAT
$5.38B
| $37.4M | 9.18% |
1,150,000
+100,000
|
|
||
8
Applovin
APP
$216B
| $33.3M | 8.16% |
95,000
|
|
||
9
Carvana
CVNA
$43.4B
| $30.3M | 7.44% |
90,000
-50,000
|
|
||
10
Analog Devices
ADI
$115B
| $21.4M | 5.26% |
90,000
-110,000
|
|
||
11
monday.com
MNDY
$10.6B
| $7.86M | 1.93% |
25,000
+10,000
|
|
||
12
Amazon
AMZN
$2.61T
| – | – |
-125,000
|
|
||
13
DraftKings
DKNG
$15.2B
| – | – |
-70,000
|
|
||
|
14
Intuit
INTU
$186B
| – | – |
-10,000
|
|
||
15
Klaviyo
KVYO
$7.8B
| – | – |
-100,000
|
|
||
16
Workday
WDAY
$64.1B
| – | – |
-15,000
|
|