Top Funds / 3G Capital Partners LP


Jorge Paulo Lemann, Alex Behring

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
Sea Ltd SPONS ADS 290,000 $64,737,000 24.04% +185,000 +$43,837,000
CARVANA CO. CL A 232,300 $60,956,000 22.63% New +$60,956,000
Bill.com Holdings, Inc. 345,000 $50,198,000 18.64% +205,000 +$31,088,000
Square, Inc. CL A 85,000 $19,299,000 7.17% +47,500 +$11,137,000
Bilibili Inc. SPONS ADS REP Z 135,000 $14,453,000 5.37% New +$14,453,000
Futu Holdings Ltd SPONS ADS CL A 75,000 $11,912,000 4.42% New +$11,912,000
AMAZON COM INC 3,200 $9,901,000 3.68% +800 +$2,084,000
SNOWFLAKE INC CL A 40,000 $9,171,000 3.41% No Change -$2,085,000
ServiceNow, Inc. 14,500 $7,252,000 2.69% No Change -$729,000
MICROSOFT CORP 30,000 $7,073,000 2.63% No Change +$400,000
ZOOMINFO TECHNOLOGIES INC CL A 100,000 $4,890,000 1.82% No Change +$67,000
DOORDASH INC CL A 30,000 $3,934,000 1.46% +29,900 +$3,920,000
Coupa Software Inc 10,000 $2,545,000 0.94% No Change -$844,000
NCINO INC 25,000 $1,668,000 0.62% No Change -$142,000
JFROG LTD 30,000 $1,331,000 0.49% No Change -$554,000
CARVANA CO. 0 $0 0% Closed -$23,954,000
JD.com, Inc. SPON ADR CL A 0 $0 0% Closed -$1,319,000