$471 Million is the total value of 3G Capital Partners's 10 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVNA | Buy | CARVANA COcl a | $105,464 | +18.6% | 455,000 | +54.2% | 22.40% | +15.8% |
| BILL | Buy | BILL COM HLDGS INC | $93,431 | -2.8% | 375,000 | +4.2% | 19.84% | -5.0% |
| TASK | Buy | TASKUS INC | $83,638 | +80.0% | 1,550,000 | +121.4% | 17.76% | +75.8% |
| SE | Buy | SEA LTDsponsord ads | $67,113 | -27.4% | 300,000 | +3.4% | 14.25% | -29.1% |
| Buy | DOCEBO INC | $28,879 | -1.0% | 430,000 | +7.5% | 6.13% | -3.3% | |
| SNOW | SNOWFLAKE INCcl a | $27,100 | +12.0% | 80,000 | 0.0% | 5.76% | +9.4% | |
| MSFT | Buy | MICROSOFT CORP | $23,542 | +234.0% | 70,000 | +180.0% | 5.00% | +226.2% |
| DASH | Buy | DOORDASH INCcl a | $19,357 | -21.7% | 130,000 | +8.3% | 4.11% | -23.5% |
| New | AMPLITUDE INC | $15,882 | – | 300,000 | +100.0% | 3.37% | – | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $6,420 | +4.9% | 100,000 | 0.0% | 1.36% | +2.5% | |
| DLO | Exit | DLOCAL LTD | $0 | – | -7,500 | -100.0% | -0.09% | – |
| FROG | Exit | JFROG LTD | $0 | – | -30,000 | -100.0% | -0.22% | – |
| NCNO | Exit | NCINO INC | $0 | – | -25,000 | -100.0% | -0.39% | – |
| BZ | Exit | KANZHUN LIMITEDsponsored ads | $0 | – | -100,000 | -100.0% | -0.78% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -1,500 | -100.0% | -1.07% | – |
| FUTU | Exit | FUTU HLDGS LTDspons ads cl a | $0 | – | -125,000 | -100.0% | -2.47% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -90,000 | -100.0% | -4.69% | – |
Source
Signed by
- Bernardo Piquet — Director
- 3G Capital Partners holdings (13F-HR)
- 3G Capital Partners significant holdings (13D/G)
- 3G Capital Partners ownership history
- 3G Capital Partners portfolio value
- 3G Capital Partners insiders transactions
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