Flavio Montini
3g Capital Partners Lp
Assets Managed
$281.709M
Holdings
10
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-33.57%(2Q avg: -16.54%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in 3g Capital Partners Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.
Assets under management
The assets under management (AUM) of 3g Capital Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 281.709M in assets, with a quarterly growth rate of -33.57% and a 2-quarter average growth rate of -16.54%. The portfolio is managed by Flavio Montini, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
META Meta Platforms Inc-class A
| 21.33% | $60.074M 105,000 shares@ $572.13 avg price | Increased 16.67% |
CVNA Carvana Co
| 15.35% | $43.227M 137,500 shares@ $314.38 avg price | Decreased -8.33% |
APP Applovin Corp-class A
| 13.43% | $37.81M 95,000 shares@ $398.0 avg price | |
GOOGL Alphabet Inc-cl A
| 11.49% | $32.351M 112,500 shares@ $287.56 avg price | Increased 40.63% |
MELI Mercadolibre Inc
| 10.75% | $30.258M 17,500 shares@ $1729.02 avg price | Decreased -30% |
AMZN Amazon.com Inc
| 9.25% | $26.034M 125,000 shares@ $208.27 avg price | Decreased -3.84% |
BABA Alibaba Group Holding-sp Adr
| 6.69% | $18.819M 150,000 shares@ $125.46 avg price | Increased 100% |
ADI Analog Devices Inc
| 4.52% | $12.726M 40,000 shares@ $318.14 avg price | New Position |
AMAT Applied Materials Inc
| 4.25% | $11.963M 35,000 shares@ $341.79 avg price | New Position |
TSM Taiwan Semiconductor-sp Adr
| 3% | $8.449M 25,000 shares@ $337.95 avg price | New Position |
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