3G Capital Partners LP
•CIK: 1421669•Filing: Q4 2025
**3G Capital Partners LP** manages $424M across a concentrated portfolio of 13 positions. The fund exhibits significant exposure to technology and cyclical sectors, with top holdings including APP at $64.0M and CVNA at $63.3M. Further substantial allocations are maintained in META ($59.4M), MLB1 ($50.4M), and MSFT ($43.5M). This structure suggests a tactical, high-conviction approach targeting established market leaders and sector opportunities.
Total AUM
$424.1M
QoQ Performance
+0.5%
Positions
13
Top 10 Concentration
91.9%
Latest Filing
Q4 2025
Top Holdings Allocation
APP
CVNA
META
MLB1
MSFT
AMZN
GOOGL
APP15.1%
CVNA14.9%
META14.0%
MLB111.9%
MSFT10.3%
AMZN7.1%
GOOGL5.9%
SE4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.8%
Technology30.2%
Consumer7.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑8 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023