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3CP

3G Capital Partners Portfolio holdings

AUM $282M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.8M
3
+$11.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.2M
5
META icon
Meta Platforms (Facebook)
META
+$9.61M

Top Sells

1
+$43.5M
2
+$19.1M
3
+$18.4M
4
GSHD icon
Goosehead Insurance
GSHD
+$16.6M
5
CPNG icon
Coupang
CPNG
+$16.5M

Sector Composition

1 Communication Services 46.23%
2 Consumer Discretionary 42.01%
3 Technology 11.76%
4 Consumer Staples 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
1
Meta Platforms (Facebook)
META
$1.51T
$60.1M 21.32%
105,000
+15,000
CVNA icon
2
Carvana
CVNA
$49.4B
$43.2M 15.34%
687,500
-62,500
APP icon
3
Applovin
APP
$175B
$37.8M 13.42%
95,000
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.5T
$32.4M 11.48%
112,500
+32,500
MELI icon
5
Mercado Libre
MELI
$83.5B
$30.3M 10.74%
17,500
-7,500
AMZN icon
6
Amazon
AMZN
$2.65T
$26M 9.24%
125,000
-5,000
BABA icon
7
Alibaba
BABA
$270B
$18.8M 6.68%
150,000
+75,000
ADI icon
8
Analog Devices
ADI
$208B
$12.7M 4.52%
+40,000
AMAT icon
9
Applied Materials
AMAT
$465B
$12M 4.25%
+35,000
TSM icon
10
TSMC
TSM
$2.29T
$8.45M 3%
+25,000
ATAT icon
11
Atour Lifestyle Holdings
ATAT
$4.51B
– –
-175,000
CPNG icon
12
Coupang
CPNG
$30.7B
– –
-700,000
GSHD icon
13
Goosehead Insurance
GSHD
$853M
– –
-225,000
MSFT icon
14
Microsoft
MSFT
$2.97T
– –
-90,000
SE icon
15
Sea Limited
SE
$53.1B
– –
-150,000
TBBB icon
16
BBB Foods
TBBB
$5.11B
– –
-550,000