3G Capital Partners Ltd. Buys Carvana Co, ServiceNow Inc, Amazon.com Inc, Sells Comcast Corp, Fox Corp, Charter Communications Inc

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May 16, 2020
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New York, NY, based Investment company 3G Capital Partners Ltd. (Current Portfolio) buys Carvana Co, ServiceNow Inc, Amazon.com Inc, Sea, Bill.com Holdings Inc, sells Comcast Corp, Fox Corp, Charter Communications Inc, Westinghouse Air Brake Technologies Corp, Microsoft Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, 3G Capital Partners Ltd.. As of 2020Q1, 3G Capital Partners Ltd. owns 10 stocks with a total value of $18 million. These are the details of the buys and sells.

For the details of 3G Capital Partners Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/3g+capital+partners+ltd./current-portfolio/portfolio

These are the top 5 holdings of 3G Capital Partners Ltd.
  1. Carvana Co (CVNA) - 58,000 shares, 17.64% of the total portfolio. New Position
  2. ServiceNow Inc (NOW) - 10,500 shares, 16.62% of the total portfolio. New Position
  3. Amazon.com Inc (AMZN) - 1,420 shares, 15.29% of the total portfolio. New Position
  4. Sea Ltd (SE) - 61,341 shares, 15.01% of the total portfolio. New Position
  5. Bill.com Holdings Inc (BILL) - 69,037 shares, 13.04% of the total portfolio. New Position
New Purchase: Carvana Co (CVNA)

3G Capital Partners Ltd. initiated holding in Carvana Co. The purchase prices were between $29.35 and $110.09, with an estimated average price of $77.87. The stock is now traded at around $92.66. The impact to a portfolio due to this purchase was 17.64%. The holding were 58,000 shares as of .

New Purchase: ServiceNow Inc (NOW)

3G Capital Partners Ltd. initiated holding in ServiceNow Inc. The purchase prices were between $254.7 and $357.72, with an estimated average price of $312.8. The stock is now traded at around $370.46. The impact to a portfolio due to this purchase was 16.62%. The holding were 10,500 shares as of .

New Purchase: Amazon.com Inc (AMZN)

3G Capital Partners Ltd. initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2409.78. The impact to a portfolio due to this purchase was 15.29%. The holding were 1,420 shares as of .

New Purchase: Sea Ltd (SE)

3G Capital Partners Ltd. initiated holding in Sea Ltd. The purchase prices were between $38 and $52.56, with an estimated average price of $44.78. The stock is now traded at around $61.96. The impact to a portfolio due to this purchase was 15.01%. The holding were 61,341 shares as of .

New Purchase: Bill.com Holdings Inc (BILL)

3G Capital Partners Ltd. initiated holding in Bill.com Holdings Inc. The purchase prices were between $29.21 and $62.94, with an estimated average price of $47.34. The stock is now traded at around $77.27. The impact to a portfolio due to this purchase was 13.04%. The holding were 69,037 shares as of .

New Purchase: Alibaba Group Holding Ltd (BABA)

3G Capital Partners Ltd. initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $176.34 and $230.48, with an estimated average price of $209.23. The stock is now traded at around $203.68. The impact to a portfolio due to this purchase was 5.37%. The holding were 5,000 shares as of .

Sold Out: Comcast Corp (CMCSA)

3G Capital Partners Ltd. sold out a holding in Comcast Corp. The sale prices were between $33.37 and $47.5, with an estimated average price of $42.37.

Sold Out: Fox Corp (FOXA)

3G Capital Partners Ltd. sold out a holding in Fox Corp. The sale prices were between $20.2 and $39.34, with an estimated average price of $33.14.

Sold Out: Charter Communications Inc (CHTR)

3G Capital Partners Ltd. sold out a holding in Charter Communications Inc. The sale prices were between $371.7 and $542.46, with an estimated average price of $489.92.

Sold Out: Westinghouse Air Brake Technologies Corp (WAB)

3G Capital Partners Ltd. sold out a holding in Westinghouse Air Brake Technologies Corp. The sale prices were between $40.75 and $81, with an estimated average price of $69.1.

Sold Out: Fox Corp (FOX)

3G Capital Partners Ltd. sold out a holding in Fox Corp. The sale prices were between $19.81 and $38.58, with an estimated average price of $32.56.

Sold Out: Altice USA Inc (ATUS)

3G Capital Partners Ltd. sold out a holding in Altice USA Inc. The sale prices were between $17.2 and $29.55, with an estimated average price of $26.21.



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