3G Capital Partners Q4 2020 13F Holdings

3G Capital Partners Q4 2020 holdings
TickerName Value Shares↓ Weighting
CVNA CARVANA COAdd  $23,954
43.2%
100,000
33.3%
20.11%
25.7%
SE SEA LTDsponsord adsAdd  $20,900
39.2%
105,000
7.7%
17.55%
22.1%
BILL BILL COM HLDGS INC  $19,110
36.1%
140,0000.0%16.05%
19.4%
SNOW SNOWFLAKE INCcl a  $11,256
12.1%
40,0000.0%9.45%
-1.6%
SQ SQUARE INCcl a  $8,162
33.9%
37,5000.0%6.85%
17.5%
NOW SERVICENOW INC  $7,981
13.5%
14,5000.0%6.70%
-0.4%
AMZN AMAZON COM INC  $7,817
3.4%
2,4000.0%6.56%
-9.2%
MSFT MICROSOFT CORP  $6,673
5.8%
30,0000.0%5.60%
-7.2%
ZI ZOOMINFO TECHNOLOGIES INC  $4,823
12.2%
100,0000.0%4.05%
-1.5%
COUP COUPA SOFTWARE INCNew  $3,38910,0002.85%
FROG JFROG LTD  $1,885
-25.8%
30,0000.0%1.58%
-34.9%
NCNO NCINO INC  $1,810
-9.1%
25,0000.0%1.52%
-20.2%
JD JD.COM INCspon adr cl a  $1,319
13.3%
15,0000.0%1.11%
-0.5%
DASH DOORDASH INCcl aNew  $141000.01%
FSLY FASTLY INCcl aSold out  $0-125,000-11.20%