3G Capital Partners LP

NEW YORK, NY · CIK 1421669 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew York, NY

$373.2m reported value +32.5% vs Q1 2026

18positions

82.0%in top 10

10 new 1 added 5 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CARVANA CO CL A CVNA	CVNA	775,000	$51.0m13.67%	13.67%	Added +87.5k	+87,500 12.7%
2	APPLOVIN CORP COM CL A APP	APP	95,000	$48.9m13.11%	13.11%	Unchanged
3	DELL TECHNOLOGIES INC CL C DELL	DELL	90,000	$38.8m10.40%	10.40%	New
4	INTEL CORP COM INTC	INTC	250,000	$34.9m9.35%	9.35%	New
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	90,000	$32.2m8.62%	8.62%	Reduced -22.5k	-22,500 -20.0%
6	META PLATFORMS INC CL A META	META	50,000	$28.2m7.55%	7.55%	Reduced -55.0k	-55,000 -52.4%
7	SANDISK CORP COM SNDK	SNDK	9,000	$20.5m5.48%	5.48%	New
8	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	65,000	$18.0m4.81%	4.81%	New
9	MERCADOLIBRE INC COM MELI	MELI	10,000	$17.0m4.55%	4.55%	Reduced -7.5k	-7,500 -42.9%
10	GLOBALFOUNDRIES INC ORDINARY SHARES GFS	GFS	200,000	$16.5m4.42%	4.42%	New
11	TEXAS INSTRS INC COM TXN	TXN	55,000	$16.4m4.39%	4.39%	New
12	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	25,000	$11.9m3.20%	3.20%	Unchanged
13	APPLIED MATLS INC COM AMAT	AMAT	15,000	$10.8m2.91%	2.91%	Reduced -20.0k	-20,000 -57.1%
14	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	55,000	$8.6m2.31%	2.31%	New
15	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	75,000	$7.2m1.93%	1.93%	Reduced -75.0k	-75,000 -50.0%
16	SEA LTD SPONSORD ADS SE	SE	75,000	$7.2m1.93%	1.93%	New
17	CIPHER MINING INC COM CIFR	CIFR	125,000	$3.1m0.82%	0.82%	New
18	FOX CORP CL A COM FOXA	FOXA	40,000	$2.1m0.56%	0.56%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMAZON COM INC AMZN	AMZN	125,000	$26.0m125.0k shares
ANALOG DEVICES INC ADI	ADI	40,000	$12.7m40.0k shares