3G Capital Partners LP — 13F Holdings & Portfolio
CIK 1421669 · latest 13F-HR filed 2026-08-14
3G Capital Partners LP manages $373.2M in 13F-reported U.S. long-equity assets across 18 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CVNA (13.67%), APP (13.11%), DELL (10.40%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 2, added to 3, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
600 THIRD AVENUE, 37TH FLOOR
NEW YORK, NY 10016
$373.2M
Long-equity book
18
Distinct positions
2026-06-30
Filed 2026-08-14
+10 / −2 / ↑3 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLOVIN CORP$11.1M +29.5%
- CARVANA CO$7.8M +18.0%
- TAIWAN SEMICONDUCTOR MANUFAC$3.5M +41.3%
Top Trims
- META PLATFORMS INC-$31.9M -53.1%
- MERCADOLIBRE INC-$13.3M -43.9%
- ALIBABA GROUP HLDG LTD-$11.6M -61.7%
- APPLIED MATLS INC-$1.1M -9.3%
New Positions
- DELL TECHNOLOGIES INC$38.8M
- INTEL CORP$34.9M
- SANDISK CORP$20.5M
- NEBIUS GROUP N.V.$18.0M
- GLOBALFOUNDRIES INC$16.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 146869102 | $51.0M | 13.67% | 775,000 | SH |
| 2 | APPLOVIN CORP | APP | 03831W108 | $48.9M | 13.11% | 95,000 | SH |
| 3 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $38.8M | 10.40% | 90,000 | SH |
| 4 | INTEL CORP | INTC | 458140100 | $34.9M | 9.35% | 250,000 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $32.2M | 8.62% | 90,000 | SH |
| 6 | META PLATFORMS INC | META | 30303M102 | $28.2M | 7.55% | 50,000 | SH |
| 7 | SANDISK CORP | SNDK | 80004C200 | $20.5M | 5.48% | 9,000 | SH |
| 8 | NEBIUS GROUP N.V. | NBIS | N97284108 | $18.0M | 4.81% | 65,000 | SH |
| 9 | MERCADOLIBRE INC | MELI | 58733R102 | $17.0M | 4.55% | 10,000 | SH |
| 10 | GLOBALFOUNDRIES INC | GFS | G39387108 | $16.5M | 4.42% | 200,000 | SH |
| 11 | TEXAS INSTRS INC | TXN | 882508104 | $16.4M | 4.39% | 55,000 | SH |
| 12 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $11.9M | 3.20% | 25,000 | SH |
| 13 | APPLIED MATLS INC | AMAT | 038222105 | $10.8M | 2.91% | 15,000 | SH |
| 14 | DIGITALOCEAN HLDGS INC | DOCN | 25402D102 | $8.6M | 2.31% | 55,000 | SH |
| 15 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $7.2M | 1.93% | 75,000 | SH |
| 16 | SEA LTD | SE | 81141R100 | $7.2M | 1.93% | 75,000 | SH |
| 17 | CIPHER DIGITAL INC | CIFR | 17253J106 | $3.1M | 0.82% | 125,000 | SH |
| 18 | FOX CORP | FOXA | 35137L105 | $2.1M | 0.56% | 40,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $373.2M | 18 | 0001493152-26-038301 |
| 2026-03-31 | 2026-05-15 | $281.7M | 10 | 0001493152-26-023732 |
| 2025-12-31 | 2026-02-17 | $424.1M | 13 | 0001493152-26-007083 |
| 2025-09-30 | 2025-11-14 | $422.0M | 16 | 0001493152-25-023409 |