How We Invest

13F FILER

3G Capital Partners

3G Capital Partners LP

No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.

18

Positions

$373.2M

Reported Value

82%

In Top 10

—

Claims Indexed

Largest reported positions

3G CAPITAL PARTNERS LP • CIK 0001421669 • 2026-06-30 • FILED 2026-08-14

WHAT CHANGED THIS QUARTER

In its Q2 2026 13F, filed Aug 14, 2026, 3G Capital Partners reported 18 positions worth $373.2M in US-listed stock. The largest stock position is Carvana Co at 13.7% of the reported book, and the ten largest lines of any type make up 82% of it.

It opened 10 new positions, the largest stock positions being Dell Technologies Inc ($38.8M), Intel Corp ($34.9M) and Sandisk Corp ($20.5M), and exited 2, the largest stock exits being Amazon Com Inc ($26.0M last quarter) and Analog Devices Inc ($12.7M last quarter).

Among positions it already held, the biggest increase by share count was Carvana Co (+464%), and the biggest cuts were Applied Matls Inc (−57%), Meta Platforms Inc (−52%) and Alibaba Group Hldg Ltd (−50%).

Largest reported positions, quarter ended 2026-06-30
IssuerValueWeightShares QoQ
CARVANA CO$51.0M13.7%+464%
APPLOVIN CORP$48.9M13.1%—
DELL TECHNOLOGIES INC$38.8M10.4%New
INTEL CORP$34.9M9.3%New
ALPHABET INC$32.2M8.6%-20%
META PLATFORMS INC$28.2M7.5%-52%
SANDISK CORP$20.5M5.5%New
NEBIUS GROUP N.V.$18.0M4.8%New
MERCADOLIBRE INC$17.0M4.5%-43%
GLOBALFOUNDRIES INC$16.5M4.4%New
TEXAS INSTRS INC$16.4M4.4%New
TAIWAN SEMICONDUCTOR MANUFAC$11.9M3.2%—
APPLIED MATLS INC$10.8M2.9%-57%
DIGITALOCEAN HLDGS INC$8.6M2.3%New
ALIBABA GROUP HLDG LTD$7.2M1.9%-50%
SEA LTD$7.2M1.9%New
CIPHER DIGITAL INC$3.1M0.8%New
FOX CORP$2.1M0.6%New

18 of 18 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.

NEW POSITIONS

  • Dell Technologies Inc$38.8M · 10.4%
  • Intel Corp$34.9M · 9.3%
  • Sandisk Corp$20.5M · 5.5%
  • Nebius Group N.v.$18.0M · 4.8%
  • Globalfoundries Inc$16.5M · 4.4%

EXITS

  • Amazon Com Inc$26.0M last quarter
  • Analog Devices Inc$12.7M last quarter

QUESTIONS PEOPLE ASK

What are 3G Capital Partners' largest holdings?

OPEN
As of Jun 30, 2026, the three largest stock positions are Carvana Co (13.7%), Applovin Corp (13.1%) and Dell Technologies Inc (10.4%), together 37.2% of the reported book.

How big is 3G Capital Partners' 13F portfolio?

OPEN
The Q2 2026 13F, filed Aug 14, 2026, reports 18 positions worth $373.2M. The ten largest make up 82% of it.

What did 3G Capital Partners buy and sell in Q2 2026?

OPEN
It opened 10 new positions, the largest stock positions being Dell Technologies Inc ($38.8M), Intel Corp ($34.9M) and Sandisk Corp ($20.5M), and exited 2, the largest stock exits being Amazon Com Inc ($26.0M last quarter) and Analog Devices Inc ($12.7M last quarter). Among positions it already held, the biggest increase by share count was Carvana Co (+464%), and the biggest cuts were Applied Matls Inc (−57%), Meta Platforms Inc (−52%) and Alibaba Group Hldg Ltd (−50%).

When is 3G Capital Partners' next 13F due?

OPEN
The Q3 2026 13F is due Nov 16, 2026. Forty-five days after the quarter ends is November 14, 2026 (Saturday), so the deadline moves to the next business day.

Filers with overlapping books