Billionaire Jorge Paulo Lemann’s Top 5 Stock Picks

3. Bill.com Holdings, Inc. (NYSE: BILL)

Shares of Bill.com Holdings, Inc. (NYSE: BILL) rose 287% in the last twelve months, thanks to substantial growth in revenues. Its December quarter revenue jumped 38% year over year and the company expects to sustain the momentum in 2021. 3G Capital first initiated a position in Bill.com during the first quarter of 2020. It was the third-largest stock holding of 3G Capital at the end of Q4, accounting for 16.05% of the 13F portfolio.

Bill.com Holdings was in 52 hedge funds’ portfolios at the end of the fourth quarter of 2020 up from 44 positions in the previous quarter.