Holdings
3G Capital Partners LP
As of Jun 30, 2026, 3G Capital Partners LP reported 15 positions worth US$341M. Largest: Carvana Co., Applovin Corporation and Dell Technologies Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Carvana Co. | 775K | US$51M | +638K | Jun 30, 2026 |
| Applovin Corporation | 95,000 | US$48.9M | no change | Jun 30, 2026 |
| Dell Technologies Inc. | 90,000 | US$38.8M | new | Jun 30, 2026 |
| Intel Corporation | 250K | US$34.9M | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 90,000 | US$32.2M | −22,500 | Jun 30, 2026 |
| Meta Platforms, Inc. | 50,000 | US$28.2M | −55,000 | Jun 30, 2026 |
| Sandisk Corporation | 9,000 | US$20.5M | new | Jun 30, 2026 |
| Mercadolibre, Inc. | 10,000 | US$17M | −7,500 | Jun 30, 2026 |
| Globalfoundries Inc. | 200K | US$16.5M | new | Jun 30, 2026 |
| Texas Instruments Incorporated | 55,000 | US$16.4M | new | Jun 30, 2026 |