3G Capital Partners LP

2. Key Holdings

The portfolio is currently anchored by a mix of high-growth technology and consumer-facing platforms.

• APP (AppLovin Corp) - 21.11%: This is the largest holding, valued at $68.26 million. As a dominant position in the Technology sector, it suggests a strong conviction in the ad-tech and mobile application monetization space.
• META (Meta Platforms Inc) - 18.17%: The second-largest holding at $58.75 million reinforces a heavy tilt toward digital communication and advertising ecosystems.
• BBB FOODS INC - 13.34%: This is the third-largest position ($43.14 million). It stands out as a significant consumer cyclical play, likely representing a value or turnaround thesis given the firm's historical interest in the consumer sector.
• MercadoLibre Inc - 12.65%: Valued at $40.90 million, this position maintains a strong exposure to Latin American e-commerce and fintech, complementing the global growth theme.