3G Capital Partners Q1 2020

3G Capital Partners holdings Q1 2020
Name ValueChangeSharesChangeWeightingChange
CARVANA COcl aNew $3,19558,00017.64%
SERVICENOW INCNew $3,00910,50016.62%
AMAZON COM INCNew $2,7691,42015.29%
SEA LTDsponsored adsNew $2,71861,34115.01%
BILL COM HLDGS INCNew $2,36169,03713.04%
MICROSOFT CORP$1,735
-97.94%
11,000
-97.94%
9.58%
-23.46%
ALIBABA GROUP HLDG LTDsponsored adsNew $9725,0005.37%
FACEBOOK INCcl aNew $5843,5003.22%
ROKU INCNew $5256,0002.90%
ANAPLAN INCNew $2428,0001.34%
FOX CORPSold $0-4,299,364-23.72%
KANSAS CITY SOUTHERNSold $0-31,523-0.72%
WABTEC CORPSold $0-1,222,342-14.15%
CHARTER COMMUNICATIONS INC Ncl aSold $0-238,368-17.21%
COMCAST CORP NEWcl aSold $0-4,094,556-27.40%
ALTICE USA INCcl aSold $0-356,034-1.45%
FOX CORPSold $0-525,247-2.84%
Portfolio Information
QuarterQ1 2020
Total value$18,110,000
Holdings10
Managers
Jorge Paulo Lemann
Alex Behring
Quarters
2020-03-31
$18,110
2019-12-31
$672,037
2019-09-30
$756,831
2019-06-30
$774,186
2019-03-31
$895,946
2018-12-31
$818,347
2018-09-30
$1,210,453
2018-06-30
$1,448,909
2018-03-31
$1,415,030
2017-12-31
$1,756,773
2017-09-30
$1,083,581
2017-06-30
$1,242,365
2017-03-31
$1,286,597
2016-12-31
$727,511
2016-09-30
$1,252,333
2016-06-30
$1,267,540
2016-03-31
$1,500,868
2015-12-31
$1,664,459
2015-09-30
$1,353,723
2015-06-30
$1,321,211
2015-03-31
$1,171,921
2014-12-31
$1,083,880
2014-09-30
$661,315
2014-06-30
$972,330
2014-03-31
$920,198
2013-12-31
$1,009,424
2013-09-30
$946,181
SEC Filings