3G Capital Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
3G Capital Partners LP disclosed 10 US equity positions worth $281.7m in its Q1 2026 13F filing. The largest position was META at 21.3% of the reported book, followed by CVNA and APP.
What did 3G Capital Partners LP own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 21.3% | $60.1m | 105,000 | – | |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 15.3% | $43.2m | 137,500 | – | |
| 3 | APP APPLOVIN CORP | Communication Services | 13.4% | $37.8m | 95,000 | – | |
| 4 | GOOGL ALPHABET INC | Communication Services | 11.5% | $32.4m | 112,500 | – | |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 10.7% | $30.3m | 17,500 | – | |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 9.2% | $26.0m | 125,000 | – | |
| 7 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 6.7% | $18.8m | 150,000 | – | |
| 8 | ADI ANALOG DEVICES INC | Technology | 4.5% | $12.7m | 40,000 | – | |
| 9 | AMAT APPLIED MATLS INC | Technology | 4.2% | $12.0m | 35,000 | – | |
| 10 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3.0% | $8.4m | 25,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.