StockDriftsStockDriftsTop 10 3g Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 21.32% | 105.0K | $60.1M | +16.67%(+15.00K) | $384.43(+59.78%) | 2026-03-31 | |
| CVNA | CARVANA CO | 15.34% | 137.5K | $43.2M | -8.33%(-12.50K) | $269.50(-75.08%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 13.42% | 95.0K | $37.8M | +0.00%(+0) | $57.68(+768.65%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 11.48% | 112.5K | $32.4M | +40.62%(+32.50K) | $235.84(+68.24%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 10.74% | 17.5K | $30.3M | -30.00%(-7.50K) | $1932.97(-19.98%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 9.24% | 125.0K | $26.0M | -3.85%(-5.00K) | $175.98(+50.10%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 6.68% | 150.0K | $18.8M | +100.00%(+75.00K) | $147.13(-9.88%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 4.52% | 40.0K | $12.7M | new | $205.47(+103.19%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 4.25% | 35.0K | $12.0M | new | $299.39(+45.84%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3% | 25.0K | $8.4M | new | $320.92(+26.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.65% | +84.48% |
| Top 20 Holdings Unweighted | +21.90% | +81.14% |
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