3 G Capital Partners LP Portfolio Holdings

3 G Capital Partners LP

  • $363 Million
  • Q3 2025

3 G Capital Partners LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $363 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $68.3M, Meta Platforms, Inc. with a value of $58.8M, Carvana Co. with a value of $45.3M, Mercadolibre Inc with a value of $40.9M, and Alphabet Inc. with a value of $24.3M.

Examining the 13F form we can see an increase of $35M in the current position value, from $328M to 363M.

3 G Capital Partners LP is based out at New York, NY

Below you can find more details about 3 G Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $363 Million
Consumer Cyclical: $141 Million
Technology: $130 Million
Communication Services: $83.1 Million
Financial Services: $9.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$68.3 Million 18.79% of portfolio
95,000
Q4 2024 Reduced 62.0%
$1.37T
$58.8 Million 16.17% of portfolio
80,000
Q2 2025 Reduced 5.88%
$26.9B
$45.3 Million 12.46% of portfolio
120,000
Q3 2025 Added 33.33%
$103B
$40.9 Million 11.26% of portfolio
17,500
Q2 2025 Added 9.38%
$1.65T
$24.3 Million 6.69% of portfolio
100,000
Q3 2025 New
$118B
$22.1 Million 6.09% of portfolio
90,000
Q2 2025 Reduced 55.0%
$139B
$21.4 Million 5.9% of portfolio
65,000
Q3 2025 New
$44.9B
$19.3 Million 5.32% of portfolio
600,000
Q3 2025 Reduced 52.0%
$79.1B
$18.8 Million 5.16% of portfolio
105,000
Q3 2025 New
$3.78T
$18.1 Million 4.99% of portfolio
35,000
Q3 2025 New
$163B
$13.2 Million 3.64% of portfolio
100,000
Q3 2025 Reduced 76.47%
$1.46B
$9.3 Million 2.56% of portfolio
125,000
Q3 2025 Reduced 72.97%
$418B
$3.57 Million 0.98% of portfolio
20,000
Q3 2025 New
Bbb Foods Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.67%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 65.22%
Accelerant Holdings
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $363 Million
  • Prior Value $328 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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