3G Capital Partners LP reported 18 holdings worth US$373M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
3G Capital Partners LP reported 18 holdings worth US$373M as of Jun 30, 2026. Largest: Carvana Co., Applovin Corporation and Dell Technologies Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$373M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Carvana Co. | 775K | US$51M | 13.7% |
| Applovin Corporation | 95,000 | US$48.9M | 13.1% |
| Dell Technologies Inc. | 90,000 | US$38.8M | 10.4% |
| Intel Corporation | 250K | US$34.9M | 9.4% |
| Alphabet Inc (google) Class C | 90,000 | US$32.2M | 8.6% |
| Meta Platforms, Inc. | 50,000 | US$28.2M | 7.5% |
| Sandisk Corporation | 9,000 | US$20.5M | 5.5% |
| Mercadolibre, Inc. | 10,000 | US$17M | 4.5% |
| Globalfoundries Inc. | 200K | US$16.5M | 4.4% |
| Texas Instruments Incorporated | 55,000 | US$16.4M | 4.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 25,000 | US$11.9M | 3.2% |
| Applied Materials, Inc. | 15,000 | US$10.8M | 2.9% |
| Digitalocean Holdings, Inc. | 55,000 | US$8.64M | 2.3% |
| Cipher Digital Inc. | 125K | US$3.06M | 0.82% |
| Fox Corporation | 40,000 | US$2.09M | 0.56% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |
| Analog Devices, Inc. | 0 | US$0 | 0.00% |