3G Capital Partners LP
13F Reported Value
ⓘ$281.7M
Holdings
10
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
3G Capital Partners LP disclosed 10 positions worth $281.7M in its Form 13F-HR for Q1 2026, led by $META (Meta Platforms, Inc.) at 21.3% of the equity portfolio, followed by $CVNA and $APP. During the quarter the fund opened 3 new positions and exited 6 — including a new stake in $ADI and a full exit from $MSFT. The portfolio is most concentrated in Technology (58.0% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.9#35
Quality
$60.1M105,000 sh - 69.2#378
Quality
$43.2M137,500 sh - 86.8#6
Quality
$37.8M95,000 sh - 80.2
Quality
$32.4M112,500 sh - 77.5
Quality
$30.3M17,500 sh - 74.6
Quality
$26.0M125,000 sh - —
Quality
$18.8M150,000 sh - 76.2
Quality
$12.7M40,000 sh - 74.8
Quality
$12.0M35,000 sh - $8.4M25,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Meta Platforms, Inc.$META | 80.9#35 | $60.1M | 105,000 |
 CARVANA CO.$CVNA | 69.2#378 | $43.2M | 137,500 |
 AppLovin Corp$APP | 86.8#6 | $37.8M | 95,000 |
 Alphabet Inc.$GOOG | 80.2 | $32.4M | 112,500 |
 MERCADOLIBRE INC$MELI | 77.5 | $30.3M | 17,500 |
 AMAZON COM INC$AMZN | 74.6 | $26.0M | 125,000 |
 Alibaba Group Holding Ltd$BABA | — | $18.8M | 150,000 |
 ANALOG DEVICES INC$ADI | 76.2 | $12.7M | 40,000 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $12.0M | 35,000 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $8.4M | 25,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of 3G Capital Partners LP's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Technology
$163.4M
Consumer Discretionary
$99.5M
Industrials
$18.8M
Full Holdings — 3G Capital Partners LP (Q1 2026)
All 10 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 | $META | Meta Platforms, Inc. | $60.1M | 21.3% | +17% | 80.9 |
| 2 | $CVNA | CARVANA CO. | $43.2M | 15.3% | -8% | 69.2 |
| 3 | $APP | AppLovin Corp | $37.8M | 13.4% | +0% | 86.8 |
| 4 | $GOOG | Alphabet Inc. | $32.4M | 11.5% | +41% | 80.2 |
| 5 | $MELI | MERCADOLIBRE INC | $30.3M | 10.7% | -30% | 77.5 |
| 6 | $AMZN | AMAZON COM INC | $26.0M | 9.2% | -4% | 74.6 |
| 7 | $BABA | Alibaba Group Holding Ltd | $18.8M | 6.7% | +100% | — |
| 8 | $ADI | ANALOG DEVICES INC | $12.7M | 4.5% | NEW | 76.2 |
| 9 | $AMAT | APPLIED MATERIALS INC /DE | $12.0M | 4.3% | NEW | 74.8 |
| 10 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8.4M | 3.0% | NEW | — |
New Positions (3)
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