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3G Capital Partners LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $373,243,970
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CARVANA CO · CL A · 146869102 · shares: $51,010,500
- APPLOVIN CORP · COM CL A · 03831W108 · shares: $48,946,850
- DELL TECHNOLOGIES INC · CL C · 24703L202 · shares: $38,831,400
- INTEL CORP · COM · 458140100 · shares: $34,907,500
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $32,163,300
- META PLATFORMS INC · CL A · 30303M102 · shares: $28,164,500
- SANDISK CORP · COM · 80004C200 · shares: $20,463,570
- NEBIUS GROUP N.V. · SHS CLASS A · N97284108 · shares: $17,951,050
- MERCADOLIBRE INC · COM · 58733R102 · shares: $16,973,900
- GLOBALFOUNDRIES INC · ORDINARY SHARES · G39387108 · shares: $16,482,000
Reported holdings
18 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CARVANA CO | CL A | 146869102 | — | 775,000 shares | $51,010,500 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 95,000 shares | $48,946,850 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 90,000 shares | $38,831,400 |
| INTEL CORP | COM | 458140100 | — | 250,000 shares | $34,907,500 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 90,000 shares | $32,163,300 |
| META PLATFORMS INC | CL A | 30303M102 | — | 50,000 shares | $28,164,500 |
| SANDISK CORP | COM | 80004C200 | — | 9,000 shares | $20,463,570 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 65,000 shares | $17,951,050 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 10,000 shares | $16,973,900 |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | — | 200,000 shares | $16,482,000 |
| TEXAS INSTRS INC | COM | 882508104 | — | 55,000 shares | $16,393,850 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 25,000 shares | $11,939,250 |
| APPLIED MATLS INC | COM | 038222105 | — | 15,000 shares | $10,845,000 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | — | 55,000 shares | $8,636,650 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 75,000 shares | $7,198,500 |
| SEA LTD | SPONSORED ADS | 81141R100 | — | 75,000 shares | $7,187,250 |
| CIPHER DIGITAL INC | COM | 17253J106 | — | 125,000 shares | $3,062,500 |
| FOX CORP | CL A COM | 35137L105 | — | 40,000 shares | $2,086,400 |