3G Capital Partners LP Buys TaskUs Inc, Docebo Inc, Kanzhun, Sells Bilibili Inc, Amazon.com Inc

Nov 16, 2021

New York, NY, based Investment company 3G Capital Partners LP (Current Portfolio) buys TaskUs Inc, Docebo Inc, Kanzhun, sells Bilibili Inc, Amazon.com Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, 3G Capital Partners LP. As of 2021Q3, 3G Capital Partners LP owns 16 stocks with a total value of $460 million. These are the details of the buys and sells.

Added Positions: TASK, DCBO, BZ, CVNA, BILL, SQ, DASH,
Reduced Positions: AMZN, FUTU, SNOW, MSFT,
Sold Out: BILI,

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

These are the top 5 holdings of 3G Capital Partners LP

Bill.com Holdings Inc (BILL) - 360,000 shares, 20.90% of the total portfolio. Shares added by 1.41%
Sea Ltd (SE) - 290,000 shares, 20.10% of the total portfolio.
Carvana Co (CVNA) - 295,000 shares, 19.34% of the total portfolio. Shares added by 3.51%
TaskUs Inc (TASK) - 700,000 shares, 10.10% of the total portfolio. Shares added by 250.00%
Docebo Inc (DCBO) - 400,000 shares, 6.34% of the total portfolio. Shares added by 45.45%

Added: TaskUs Inc (TASK)

3G Capital Partners LP added to a holding in TaskUs Inc by 250.00%. The purchase prices were between $27.42 and $83.51, with an estimated average price of $47.55. The stock is now traded at around $61.490000. The impact to a portfolio due to this purchase was 7.21%. The holding were 700,000 shares as of 2021-09-30.

Added: Docebo Inc (DCBO)

3G Capital Partners LP added to a holding in Docebo Inc by 45.45%. The purchase prices were between $58.63 and $92.32, with an estimated average price of $73.58. The stock is now traded at around $76.240000. The impact to a portfolio due to this purchase was 1.98%. The holding were 400,000 shares as of 2021-09-30.

Added: Kanzhun Ltd (BZ)

3G Capital Partners LP added to a holding in Kanzhun Ltd by 4900.00%. The purchase prices were between $29.46 and $39.09, with an estimated average price of $35.41. The stock is now traded at around $39.680000. The impact to a portfolio due to this purchase was 0.76%. The holding were 100,000 shares as of 2021-09-30.

Sold Out: Bilibili Inc (BILI)

3G Capital Partners LP sold out a holding in Bilibili Inc. The sale prices were between $64.33 and $121.11, with an estimated average price of $86.1.

Here is the complete portfolio of 3G Capital Partners LP. Also check out:

1. 3G Capital Partners LP's Undervalued Stocks
2. 3G Capital Partners LP's Top Growth Companies, and
3. 3G Capital Partners LP's High Yield stocks
4. Stocks that 3G Capital Partners LP keeps buying

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