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Institutional portfolios / 13F

3G Capital Partners LP

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q2 2026

Reported portfolio value
$373,243,970
As of June 30, 2026
Positions
18
Across disclosed securities
Top 5 weight
55.2%
Share of reported value

View SEC filing · Published 2026-08-14 20:05 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
CARVANA COCL A · CVNA
Holding details

Reported CUSIP: 146869102

Issuer filings on SEC

Reported row 1 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 775,000 SH $51,010,500 13.67%13.67% —Comparison unavailable
APPLOVIN CORPCOM CL A · APP
Holding details

Reported CUSIP: 03831W108

Issuer filings on SEC

Reported row 11 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 95,000 SH $48,946,850 13.11%13.11% —Comparison unavailable
DELL TECHNOLOGIES INCCL C
Holding details

Reported CUSIP: 24703L202

Issuer filings on SEC

Reported row 7 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 90,000 SH $38,831,400 10.40%10.40% —Comparison unavailable
INTEL CORPCOM · INTC
Holding details

Reported CUSIP: 458140100

Issuer filings on SEC

Reported row 9 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 250,000 SH $34,907,500 9.35%9.35% —Comparison unavailable
ALPHABET INCCAP STK CL A · GOOGL
Holding details

Reported CUSIP: 02079K305

Issuer filings on SEC

Reported row 15 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 90,000 SH $32,163,300 8.62%8.62% —Comparison unavailable
META PLATFORMS INCCL A · META
Holding details

Reported CUSIP: 30303M102

Issuer filings on SEC

Reported row 2 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 50,000 SH $28,164,500 7.55%7.55% —Comparison unavailable
SANDISK CORPCOM · SNDK
Holding details

Reported CUSIP: 80004C200

Issuer filings on SEC

Reported row 16 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 9,000 SH $20,463,570 5.48%5.48% —Comparison unavailable
NEBIUS GROUP N.V.SHS CLASS A · NBIS
Holding details

Reported CUSIP: N97284108

Issuer filings on SEC

Reported row 5 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 65,000 SH $17,951,050 4.81%4.81% —Comparison unavailable
MERCADOLIBRE INCCOM · MELI
Holding details

Reported CUSIP: 58733R102

Issuer filings on SEC

Reported row 4 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 10,000 SH $16,973,900 4.55%4.55% —Comparison unavailable
GLOBALFOUNDRIES INCORDINARY SHARES · GFS
Holding details

Reported CUSIP: G39387108

Issuer filings on SEC

Reported row 13 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 200,000 SH $16,482,000 4.42%4.42% —Comparison unavailable
TEXAS INSTRS INCCOM
Holding details

Reported CUSIP: 882508104

Issuer filings on SEC

Reported row 3 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 55,000 SH $16,393,850 4.39%4.39% —Comparison unavailable
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS
Holding details

Reported CUSIP: 874039100

Issuer filings on SEC

Reported row 17 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 25,000 SH $11,939,250 3.20%3.20% —Comparison unavailable
APPLIED MATLS INCCOM · AMAT
Holding details

Reported CUSIP: 038222105

Issuer filings on SEC

Reported row 8 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 15,000 SH $10,845,000 2.91%2.91% —Comparison unavailable
DIGITALOCEAN HLDGS INCCOM · DOCN
Holding details

Reported CUSIP: 25402D102

Issuer filings on SEC

Reported row 12 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 55,000 SH $8,636,650 2.31%2.31% —Comparison unavailable
ALIBABA GROUP HLDG LTDSPONSORED ADS
Holding details

Reported CUSIP: 01609W102

Issuer filings on SEC

Reported row 18 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 75,000 SH $7,198,500 1.93%1.93% —Comparison unavailable
SEA LTDSPONSORED ADS · SE
Holding details

Reported CUSIP: 81141R100

Issuer filings on SEC

Reported row 14 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 75,000 SH $7,187,250 1.93%1.93% —Comparison unavailable
CIPHER DIGITAL INCCOM · CIFR
Holding details

Reported CUSIP: 17253J106

Issuer filings on SEC

Reported row 10 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 125,000 SH $3,062,500 0.82%0.82% —Comparison unavailable
FOX CORPCL A COM · FOXA
Holding details

Reported CUSIP: 35137L105

Issuer filings on SEC

Reported row 6 · 0001493152-26-038301

Quarterly change unavailable. Security identity or split coverage is incomplete.

 40,000 SH $2,086,400 0.56%0.56% —Comparison unavailable