3G Capital Partners LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), 3G Capital Partners LP reported 10 stock positions worth $281.7 million. Its top holding was Meta Platforms Class A (META) at 21.3% of the portfolio, followed by Carvana (CVNA, 15.3%) and AppLovin Class A (APP, 13.4%). Compared with Q4 2025, it opened 3 new positions, sold out of 6, added to 3 and reduced 3. The biggest buy was Meta Platforms Class A (META, shares +17%) and the biggest sale an exit from Microsoft (MSFT).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001421669
- Portfolio Value
- $281.7M (Q1 2026)
- SEC Filing
- 0001493152-26-023732 ↗ filed May 15, 2026
Holdings Value
Holdings 10 stocks · $281.7M
| META Meta Platforms Inc. Class A | 21.32% | 105,000 | $60.1M | Add +16.7% |
| CVNA Carvana Co. | 15.34% | 137,500 | $43.2M | Reduce -8.3% |
| APP AppLovin Corp. Class A | 13.42% | 95,000 | $37.8M | No change |
| GOOGL Alphabet Inc. Class A | 11.48% | 112,500 | $32.4M | Add +40.6% |
| MELI MercadoLibre Inc. | 10.74% | 17,500 | $30.3M | Reduce -30.0% |
| AMZN Amazon.com Inc. | 9.24% | 125,000 | $26.0M | Reduce -3.9% |
| BABA Alibaba Group Holding-SP ADR | 6.68% | 150,000 | $18.8M | Add +100.0% |
| ADI Analog Devices Inc. | 4.52% | 40,000 | $12.7M | New |
| AMAT Applied Materials Inc. | 4.25% | 35,000 | $12.0M | New |
| TSM Taiwan Semiconductor-SP ADR | 3.00% | 25,000 | $8.4M | New |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Sold out | 0.00% | −10.26 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −4.51 |
| TBBB BBB Foods Inc. Class A | Sold out | 0.00% | −4.33 |
| GSHD Goosehead Insurance Inc. Class A | Sold out | 0.00% | −3.91 |
| CPNG Coupang Inc. | Sold out | 0.00% | −3.89 |
| ATAT Atour Lifestyle Holdings-ADR | Sold out | 0.00% | −1.63 |
| MELI MercadoLibre Inc. | Reduce -30.0% | 10.74% | −1.13 |
| CVNA Carvana Co. | Reduce -8.3% | 15.34% | +0.42 |
| AMZN Amazon.com Inc. | Reduce -3.9% | 9.24% | +2.17 |
Portfolio Buys Q4 2025 → Q1 2026
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 |