3G Capital Partners Q3 2022 holdings

$47.4 Million is the total value of 3G Capital Partners's 8 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .

 Value Shares↓ Weighting
BILL SellBILL COM HLDGS INC$15,223
+10.8%
115,000
-8.0%
32.12%
+41.2%
TSM NewTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$7,370107,500
+100.0%
15.55%
LRCX NewLAM RESEARCH CORP$5,49015,000
+100.0%
11.58%
GOOGL BuyALPHABET INCcap stk cl a$4,783
-68.6%
50,000
+614.3%
10.09%
-60.0%
MSFT SellMICROSOFT CORP$4,658
-63.7%
20,000
-60.0%
9.83%
-53.8%
NOW NewSERVICENOW INC$3,77610,000
+100.0%
7.97%
JD NewJD.COM INCspon adr cl a$3,27065,000
+100.0%
6.90%
AMZN SellAMAZON COM INC$2,825
-33.5%
25,000
-37.5%
5.96%
-15.2%
TASK ExitTASKUS INC$0-850,000
-100.0%
-23.72%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Flavio Montini — Partner and Chief Financial Officer

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EDGAR filings