3G Capital Partners LP
Holdings as of 2026-06-30, filed 2026-08-14
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 45 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
18
Value reported by manager
$373.2M
Sum of our stored positions
$373.2M
should match the line above
Disclosure lag
45 d
quarter end to filing
Top 5 concentration
55.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
18 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| CARVANA CO | CL A | $51M | 775,000 | — | 146869102 |
| APPLOVIN CORP | COM CL A | $48.9M | 95,000 | — | 03831W108 |
| DELL TECHNOLOGIES INC | CL C | $38.8M | 90,000 | — | 24703L202 |
| INTEL CORP | COM | $34.9M | 250,000 | — | 458140100 |
| ALPHABET INC | CAP STK CL A | $32.2M | 90,000 | — | 02079K305 |
| META PLATFORMS INC | CL A | $28.2M | 50,000 | — | 30303M102 |
| SANDISK CORP | COM | $20.5M | 9,000 | — | 80004C200 |
| NEBIUS GROUP N.V. | SHS CLASS A | $18M | 65,000 | — | N97284108 |
| MERCADOLIBRE INC | COM | $17M | 10,000 | — | 58733R102 |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | $16.5M | 200,000 | — | G39387108 |
| TEXAS INSTRS INC | COM | $16.4M | 55,000 | — | 882508104 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $11.9M | 25,000 | — | 874039100 |
| APPLIED MATLS INC | COM | $10.8M | 15,000 | — | 038222105 |
| DIGITALOCEAN HLDGS INC | COM | $8.6M | 55,000 | — | 25402D102 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $7.2M | 75,000 | — | 01609W102 |
| SEA LTD | SPONSORED ADS | $7.2M | 75,000 | — | 81141R100 |
| CIPHER DIGITAL INC | COM | $3.1M | 125,000 | — | 17253J106 |
| FOX CORP | CL A COM | $2.1M | 40,000 | — | 35137L105 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-14