3G Capital Partners Q2 2021 13F Holdings

3G Capital Partners Q2 2021 holdings
TickerName Value Shares↓ Weighting
CVNA CARVANA COcl aAdd  $86,019
41.1%
285,000
22.7%
22.22%
-1.8%
SE SEA LTDsponsord ads  $79,634
23.0%
290,0000.0%20.57%
-14.4%
BILL BILL COM HLDGS INCAdd  $65,029
29.5%
355,000
2.9%
16.80%
-9.9%
FUTU FUTU HLDGS LTDspons ads cl aAdd  $25,520
114.2%
142,500
90.0%
6.59%
49.1%
SNOW SNOWFLAKE INCcl aAdd  $21,762
137.3%
90,000
125.0%
5.62%
65.1%
SQ SQUARE INCcl a  $20,723
7.4%
85,0000.0%5.35%
-25.3%
DASH DOORDASH INCcl aAdd  $20,508
421.3%
115,000
283.3%
5.30%
262.6%
BILI BILIBILI INCspons ads rep zAdd  $17,058
18.0%
140,000
3.7%
4.41%
-17.9%
DOCEBO INCNew  $16,272275,0004.20%
AMZN AMAZON COM INC  $11,009
11.2%
3,2000.0%2.84%
-22.6%
MSFT MICROSOFT CORP  $8,127
14.9%
30,0000.0%2.10%
-20.0%
TASK TASKUS INCNew  $6,848200,0001.77%
ZI ZOOMINFO TECHNOLOGIES INC  $5,217
6.7%
100,0000.0%1.35%
-25.8%
NCNO NCINO INC  $1,498
-10.2%
25,0000.0%0.39%
-37.5%
FROG JFROG LTD  $1,366
2.6%
30,0000.0%0.35%
-28.5%
DLO DLOCAL LTDNew  $3947,5000.10%
BZ KANZHUN LIMITEDsponsored adsNew  $792,0000.02%
COUP COUPA SOFTWARE INCSold out  $0-10,000-0.94%
NOW SERVICENOW INCSold out  $0-14,500-2.69%
  • 3G Capital Partners Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $387 Million
  • Holdings
    17
  • Turnover
    40.0%
  • EDGAR