3 G Capital Partners LP Portfolio Holdings by Sector
3 G Capital Partners LP
- $252 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
PDD CPNG AMZN MELI CVNA 5 stocks |
$115,811
45.88% of portfolio
|
  3  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
UBER APP 2 stocks |
$41,360
16.38% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$34,034
13.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
GSHD 1 stocks |
$26,554
10.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
ADI 1 stocks |
$22,826
9.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$7,079
2.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
NTES 1 stocks |
$4,779
1.89% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|