3G Capital Partners Q3 2021 13F Holdings

3G Capital Partners Q3 2021 holdings
TickerName Value Shares↓ Weighting
BILL BILL COM HLDGS INCAdd  $96,102
47.8%
360,000
1.4%
20.90%
24.4%
SE SEA LTDsponsord ads  $92,432
16.1%
290,0000.0%20.10%
-2.3%
CVNA CARVANA COcl aAdd  $88,954
3.4%
295,000
3.5%
19.34%
-13.0%
TASK TASKUS INCAdd  $46,459
578.4%
700,000
250.0%
10.10%
471.1%
DOCEBO INCAdd  $29,177
79.3%
400,000
45.5%
6.34%
50.9%
DASH DOORDASH INCcl aAdd  $24,718
20.5%
120,000
4.3%
5.38%
1.5%
SNOW SNOWFLAKE INCcl aReduce  $24,194
11.2%
80,000
-11.1%
5.26%
-6.4%
SQ SQUARE INCcl aAdd  $21,586
4.2%
90,000
5.9%
4.69%
-12.3%
FUTU FUTU HLDGS LTDspons ads cl aReduce  $11,378
-55.4%
125,000
-12.3%
2.47%
-62.5%
MSFT MICROSOFT CORPReduce  $7,048
-13.3%
25,000
-16.7%
1.53%
-27.0%
ZI ZOOMINFO TECHNOLOGIES INC  $6,119
17.3%
100,0000.0%1.33%
-1.3%
AMZN AMAZON COM INCReduce  $4,928
-55.2%
1,500
-53.1%
1.07%
-62.3%
BZ KANZHUN LIMITEDsponsored adsAdd  $3,599
4455.7%
100,000
4900.0%
0.78%
3815.0%
NCNO NCINO INC  $1,776
18.6%
25,0000.0%0.39%
-0.3%
FROG JFROG LTD  $1,005
-26.4%
30,0000.0%0.22%
-38.0%
DLO DLOCAL LTD  $409
3.8%
7,5000.0%0.09%
-12.7%
BILI BILIBILI INCspons ads rep zSold out  $0-140,000-4.41%
  • 3G Capital Partners Q3 2021 Portfolio
  • Add to Watchlist Similar Filers BETA
  • Quarter
    Q3 2021
  • Total value
    $460 Million
  • Holdings
    16
  • Turnover
    5.9%
  • EDGAR