3G Capital Partners LP — 13F Holdings & Portfolio
CIK 1421669 · latest 13F-HR filed 2026-05-15
3G Capital Partners LP manages $281.7M in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are META (21.32%), CVNA (15.34%), APP (13.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 6, added to 2, 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.
$281.7M
Long-equity book
10
Distinct positions
2026-03-31
Filed 2026-05-15
+3 / −6 / ↑2 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- APPLOVIN CORP-$26.2M -40.9%
- MERCADOLIBRE INC-$20.1M -39.9%
- CARVANA CO-$20.1M -31.7%
- AMAZON COM INC-$4.0M -13.2%
New Positions
- ANALOG DEVICES INC$12.7M
- APPLIED MATLS INC$12.0M
- TAIWAN SEMICONDUCTOR MANUFAC$8.4M
Exited Positions
- MICROSOFT CORP$43.5M
- SEA LTD$19.1M
- BBB FOODS INC$18.4M
- GOOSEHEAD INS INC$16.6M
- COUPANG 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 | META PLATFORMS INC | META | 30303M102 | $60.1M | 21.32% | 105,000 | SH |
| 2 | CARVANA CO | CVNA | 146869102 | $43.2M | 15.34% | 137,500 | SH |
| 3 | APPLOVIN CORP | APP | 03831W108 | $37.8M | 13.42% | 95,000 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $32.4M | 11.48% | 112,500 | SH |
| 5 | MERCADOLIBRE INC | MELI | 58733R102 | $30.3M | 10.74% | 17,500 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $26.0M | 9.24% | 125,000 | SH |
| 7 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $18.8M | 6.68% | 150,000 | SH |
| 8 | ANALOG DEVICES INC | ADI | 032654105 | $12.7M | 4.52% | 40,000 | SH |
| 9 | APPLIED MATLS INC | AMAT | 038222105 | $12.0M | 4.25% | 35,000 | SH |
| 10 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $8.4M | 3.00% | 25,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |