3G Capital Partners LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), 3G Capital Partners LP reported 18 stock positions worth $373.2 million. Its top holding was Carvana (CVNA) at 13.7% of the portfolio, followed by AppLovin Class A (APP, 13.1%) and Dell Technologies -C (DELL, 10.4%). Compared with Q1 2026, it opened 10 new positions, sold out of 2, added to 1 and reduced 5. The biggest buy was a new position in Dell Technologies -C (DELL) and the biggest sale Meta Platforms Class A (META, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001421669
- Portfolio Value
- $373.2M (Q2 2026)
- SEC Filing
- 0001493152-26-038301 ↗ filed Aug 14, 2026
Holdings Value
Holdings 18 stocks · $373.2M
| CVNA Carvana Co. | 13.67% | 775,000 | $51.0M | Add +12.7% |
| APP AppLovin Corp. Class A | 13.11% | 95,000 | $48.9M | No change |
| DELL Dell Technologies -C | 10.40% | 90,000 | $38.8M | New |
| INTC Intel Corp. | 9.35% | 250,000 | $34.9M | New |
| GOOGL Alphabet Inc. Class A | 8.62% | 90,000 | $32.2M | Reduce -20.0% |
| META Meta Platforms Inc. Class A | 7.55% | 50,000 | $28.2M | Reduce -52.4% |
| SNDK Sandisk Corp. | 5.48% | 9,000 | $20.5M | New |
| NBIS Nebius Group NV | 4.81% | 65,000 | $18.0M | New |
| MELI MercadoLibre Inc. | 4.55% | 10,000 | $17.0M | Reduce -42.9% |
| GFS Globalfoundries Inc. | 4.42% | 200,000 | $16.5M | New |
| TXN Texas Instruments Inc. | 4.39% | 55,000 | $16.4M | New |
| TSM Taiwan Semiconductor-SP ADR | 3.20% | 25,000 | $11.9M | No change |
| AMAT Applied Materials Inc. | 2.91% | 15,000 | $10.8M | Reduce -57.1% |
| DOCN Digitalocean Holdings Inc. | 2.31% | 55,000 | $8.6M | New |
| BABA Alibaba Group Holding-SP ADR | 1.93% | 75,000 | $7.2M | Reduce -50.0% |
| SE Sea Ltd.-ADR | 1.93% | 75,000 | $7.2M | New |
| CIFR Cipher Digital Inc. | 0.82% | 125,000 | $3.1M | New |
| FOXA Fox Corp. Class A | 0.56% | 40,000 | $2.1M | New |
Portfolio Sells Q1 2026 → Q2 2026
| META Meta Platforms Inc. Class A | Reduce -52.4% | 7.55% | −13.78 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −9.24 |
| MELI MercadoLibre Inc. | Reduce -42.9% | 4.55% | −6.19 |
| BABA Alibaba Group Holding-SP ADR | Reduce -50.0% | 1.93% | −4.75 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −4.52 |
| GOOGL Alphabet Inc. Class A | Reduce -20.0% | 8.62% | −2.87 |
| AMAT Applied Materials Inc. | Reduce -57.1% | 2.91% | −1.34 |
Portfolio Buys Q1 2026 → Q2 2026
| DELL Dell Technologies -C | New | 10.40% | +10.40 |
| INTC Intel Corp. | New | 9.35% | +9.35 |
| SNDK Sandisk Corp. | New | 5.48% | +5.48 |
| NBIS Nebius Group NV | New | 4.81% | +4.81 |
| GFS Globalfoundries Inc. | New | 4.42% | +4.42 |
| TXN Texas Instruments Inc. | New | 4.39% | +4.39 |
| DOCN Digitalocean Holdings Inc. | New | 2.31% | +2.31 |
| SE Sea Ltd.-ADR | New | 1.93% | +1.93 |
| CIFR Cipher Digital Inc. | New | 0.82% | +0.82 |
| FOXA Fox Corp. Class A | New | 0.56% | +0.56 |
| CVNA Carvana Co. | Add +12.7% | 13.67% | −1.68 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $373.2M | CVNA, APP, DELL, INTC, GOOGL |
| Q1 2026 | 10 | $281.7M | META, CVNA, APP, GOOGL, MELI |
| Q4 2025 | 13 | $424.1M | APP, CVNA, META, MELI, MSFT |
| Q3 2025 | 16 | $422.0M | APP, META, CVNA, TBBB, MELI |
| Q2 2025 | 11 | $407.4M | META, GSHD, MELI, PDD, TBBB |
| Q1 2025 | 16 | $348.2M | META, ADI, PDD, MELI, ATAT |
| Q4 2024 | 16 | $348.7M | META, PDD, MELI, APP, ADI |
| Q3 2024 | 13 | $296.5M | PDD, META, ADI, AMZN, APP |
| Q2 2024 | 14 | $260.0M | META, PDD, CPNG, GSHD, AMZN |
| Q1 2024 | 10 | $238.1M | META, PDD, ADI, GSHD, AMZN |