3 G Capital Partners LP Portfolio Holdings by Sector
3 G Capital Partners LP
- $306 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
PDD MELI CPNG CVNA AMZN 5 stocks |
$149,376
48.81% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$48,990
16.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
ADI 1 stocks |
$40,334
13.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
APP INTU MNDY WDAY 4 stocks |
$38,460
12.57% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
GSHD 1 stocks |
$26,563
8.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$2,324
0.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|