3G Capital Partners Q1 2021 13F Holdings

3G Capital Partners Q1 2021 holdings
TickerName Value Shares↓ Weighting
SE SEA LTDsponsord adsAdd  $64,737
209.7%
290,000
176.2%
24.04%
37.0%
CVNA CARVANA COcl aAdd  $60,956
154.5%
232,300
132.3%
22.63%
12.5%
BILL BILL COM HLDGS INCAdd  $50,198
162.7%
345,000
146.4%
18.64%
16.2%
SQ SQUARE INCcl aAdd  $19,299
136.4%
85,000
126.7%
7.17%
4.6%
BILI BILIBILI INCspons ads rep zNew  $14,453135,0005.37%
FUTU FUTU HLDGS LTDspons ads cl aNew  $11,91275,0004.42%
AMZN AMAZON COM INCAdd  $9,901
26.7%
3,200
33.3%
3.68%
-44.0%
SNOW SNOWFLAKE INCcl a  $9,171
-18.5%
40,0000.0%3.40%
-64.0%
NOW SERVICENOW INC  $7,252
-9.1%
14,5000.0%2.69%
-59.8%
MSFT MICROSOFT CORP  $7,073
6.0%
30,0000.0%2.63%
-53.1%
ZI ZOOMINFO TECHNOLOGIES INC  $4,890
1.4%
100,0000.0%1.82%
-55.2%
DASH DOORDASH INCcl aAdd  $3,934
28000.0%
30,000
29900.0%
1.46%
12075.0%
COUP COUPA SOFTWARE INC  $2,545
-24.9%
10,0000.0%0.94%
-66.8%
NCNO NCINO INC  $1,668
-7.8%
25,0000.0%0.62%
-59.3%
FROG JFROG LTD  $1,331
-29.4%
30,0000.0%0.49%
-68.8%
JD JD.COM INCspon adr cl aSold out  $0-15,000-1.11%