3G Capital Partners LP
13F Reported Value
ⓘ$373.2M
Holdings
18
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
3G Capital Partners LP disclosed 18 positions worth $373.2M in its Form 13F-HR for Q2 2026, led by $CVNA (CARVANA CO.) at 13.7% of the equity portfolio, followed by $APP and $DELL. During the quarter the fund opened 10 new positions and exited 2 — including a new stake in $DELL and a full exit from $AMZN. The portfolio is most concentrated in Technology (76.5% of disclosed assets). All figures are sourced directly from 3G Capital Partners LP’s Form 13F-HR filing with the SEC under CIK 1421669.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 71.6#176
Quality
$51.0M775,000 sh - 84.4#9
Quality
$48.9M95,000 sh - 71.2#193
Quality
$38.8M90,000 sh - 45.6
Quality
$34.9M250,000 sh - 78.2
Quality
$32.2M90,000 sh - 79.6
Quality
$28.2M50,000 sh - 87.7
Quality
$20.5M9,000 sh - —
Quality
$18.0M65,000 sh - 80.2
Quality
$17.0M10,000 sh - 48.2
Quality
$16.5M200,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CARVANA CO.$CVNA | 71.6#176 | $51.0M | 775,000 |
 AppLovin Corp$APP | 84.4#9 | $48.9M | 95,000 |
 Dell Technologies Inc.$DELL | 71.2#193 | $38.8M | 90,000 |
 INTEL CORP$INTC | 45.6 | $34.9M | 250,000 |
 Alphabet Inc.$GOOG | 78.2 | $32.2M | 90,000 |
 Meta Platforms, Inc.$META | 79.6 | $28.2M | 50,000 |
 Sandisk Corp$SNDK | 87.7 | $20.5M | 9,000 |
 Nebius Group N.V.$NBIS | — | $18.0M | 65,000 |
 MERCADOLIBRE INC$MELI | 80.2 | $17.0M | 10,000 |
 GLOBALFOUNDRIES Inc.$GFS | 48.2 | $16.5M | 200,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of 3G Capital Partners LP's 18 positions.
Showing top 10 of 18 holdings.
Sector Allocation
Technology
$285.7M
Consumer Discretionary
$68.0M
Industrials
$14.4M
Financials
$3.1M
Communication Services
$2.1M
Full Holdings — 3G Capital Partners LP (Q2 2026)
All 18 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CVNA | CARVANA CO. | $51.0M | 13.7% | +464% | 71.6 |
| 2 | $APP | AppLovin Corp | $48.9M | 13.1% | +0% | 84.4 |
| 3 | $DELL | Dell Technologies Inc. | $38.8M | 10.4% | NEW | 71.2 |
| 4 | $INTC | INTEL CORP | $34.9M | 9.3% | NEW | 45.6 |
| 5 | $GOOG | Alphabet Inc. | $32.2M | 8.6% | -20% | 78.2 |
| 6 | $META | Meta Platforms, Inc. | $28.2M | 7.5% | -52% | 79.6 |
| 7 | $SNDK | Sandisk Corp | $20.5M | 5.5% | NEW | 87.7 |
| 8 | $NBIS | Nebius Group N.V. | $18.0M | 4.8% | NEW | — |
| 9 | $MELI | MERCADOLIBRE INC | $17.0M | 4.5% | -43% | 80.2 |
| 10 | $GFS | GLOBALFOUNDRIES Inc. | $16.5M | 4.4% | NEW | 48.2 |
| 11 |  $TXN | TEXAS INSTRUMENTS INC | $16.4M | 4.4% | NEW | 73.4 |
| 12 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $11.9M | 3.2% | +0% | — |
| 13 |  $AMAT | APPLIED MATERIALS INC /DE | $10.8M | 2.9% | -57% | 72.3 |
| 14 |  $DOCN | DigitalOcean Holdings, Inc. | $8.6M | 2.3% | NEW | 67.2 |
| 15 |  $BABA | Alibaba Group Holding Ltd | $7.2M | 1.9% | -50% | — |
| 16 |  $SE | Sea Ltd | $7.2M | 1.9% | NEW | — |
| 17 |  $CIFR | Cipher Digital Inc. | $3.1M | 0.8% | NEW | 30.6 |
| 18 |  $FOXA | Fox Corp | $2.1M | 0.6% | NEW | 64.5 |
New Positions (10)
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