3G Capital Partners LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
3G Capital Partners LP disclosed 18 US equity positions worth $373.2m in its Q2 2026 13F filing. The largest position was CVNA at 13.7% of the reported book, followed by APP and DELL. Against the Q1 2026 filing, it opened 10 new positions, added to 1 and reduced 5 among the top 18 holdings.
What did 3G Capital Partners LP own in Q2 2026? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 13.7% | $51.0m | 775,000 | 464% | added |
| 2 | APP APPLOVIN CORP | Communication Services | 13.1% | $48.9m | 95,000 | 0% | held |
| 3 | DELL DELL TECHNOLOGIES INC | Technology | 10.4% | $38.8m | 90,000 | – | new |
| 4 | INTC INTEL CORP | Technology | 9.4% | $34.9m | 250,000 | – | new |
| 5 | GOOGL ALPHABET INC | Communication Services | 8.6% | $32.2m | 90,000 | -20% | reduced |
| 6 | META META PLATFORMS INC | Communication Services | 7.5% | $28.2m | 50,000 | -52% | reduced |
| 7 | SNDK SANDISK CORP | Technology | 5.5% | $20.5m | 9,000 | – | new |
| 8 | NBIS NEBIUS GROUP N.V. | Communication Services | 4.8% | $18.0m | 65,000 | – | new |
| 9 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.5% | $17.0m | 10,000 | -43% | reduced |
| 10 | GFS GLOBALFOUNDRIES INC | Technology | 4.4% | $16.5m | 200,000 | – | new |
| 11 | TXN TEXAS INSTRS INC | Technology | 4.4% | $16.4m | 55,000 | – | new |
| 12 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3.2% | $11.9m | 25,000 | 0% | held |
| 13 | AMAT APPLIED MATLS INC | Technology | 2.9% | $10.8m | 15,000 | -57% | reduced |
| 14 | DOCN DIGITALOCEAN HLDGS INC | Technology | 2.3% | $8.6m | 55,000 | – | new |
| 15 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 1.9% | $7.2m | 75,000 | -50% | reduced |
| 16 | SE SEA LTD | Consumer Cyclical | 1.9% | $7.2m | 75,000 | – | new |
| 17 | CIFR CIPHER DIGITAL INC | Technology | 0.8% | $3.1m | 125,000 | – | new |
| 18 | FOXA FOX CORP | Communication Services | 0.6% | $2.1m | 40,000 | – | new |
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.