3 G Capital Partners LP Portfolio Holdings by Sector
3 G Capital Partners LP
- $322 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
PDD MELI CPNG AMZN CVNA 5 stocks |
$121,281
37.65% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
APP BILL UBER SPT 4 stocks |
$78,217
24.28% of portfolio
|
  3  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$45,712
14.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
ADI AVGO 2 stocks |
$44,910
13.94% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
GSHD 1 stocks |
$26,805
8.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$2,790
0.87% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
AFRM 1 stocks |
$2,436
0.76% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|