3G Capital Partners
Latest statistics and disclosures from 3G Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVNA, APP, DELL, INTC, GOOGL, and represent 55.15% of 3G Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: CVNA (+$42M), DELL (+$39M), INTC (+$35M), SNDK (+$21M), NBIS (+$18M), GFS (+$17M), TXN (+$16M), DOCN (+$8.6M), SE (+$7.2M), CIFR.
- Started 10 new stock positions in DOCN, FOXA, SE, SNDK, CIFR, NBIS, DELL, INTC, GFS, TXN.
- Reduced shares in these 7 stocks: META (-$31M), AMZN (-$26M), AMAT (-$15M), MELI (-$13M), ADI (-$13M), GOOGL (-$8.0M), BABA (-$7.2M).
- Sold out of its positions in AMZN, ADI.
- 3G Capital Partners was a net buyer of stock by $96M.
- 3G Capital Partners has $373M in assets under management (AUM), dropping by 32.49%.
- Central Index Key (CIK): 0001421669
Tip: Access up to 7 years of quarterly data
Positions held by 3G Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for 3G Capital Partners
3G Capital Partners holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 13.7 | $51M | +463% | 775k | 65.82 |
|
| Applovin Corp Com Cl A (APP) | 13.1 | $49M | 95k | 515.23 |
|
|
| Dell Technologies CL C (DELL) | 10.4 | $39M | NEW | 90k | 431.46 |
|
| Intel Corporation (INTC) | 9.4 | $35M | NEW | 250k | 139.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 8.6 | $32M | -20% | 90k | 357.37 |
|
| Meta Platforms Cl A (META) | 7.5 | $28M | -52% | 50k | 563.29 |
|
| Sandisk Corp (SNDK) | 5.5 | $21M | NEW | 9.0k | 2273.73 |
|
| Nebius Group Shs Class A (NBIS) | 4.8 | $18M | NEW | 65k | 276.17 |
|
| MercadoLibre (MELI) | 4.5 | $17M | -42% | 10k | 1697.39 |
|
| Globalfoundries Ordinary Shares (GFS) | 4.4 | $17M | NEW | 200k | 82.41 |
|
| Texas Instruments Incorporated (TXN) | 4.4 | $16M | NEW | 55k | 298.07 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.2 | $12M | 25k | 477.57 |
|
|
| Applied Materials (AMAT) | 2.9 | $11M | -57% | 15k | 723.00 |
|
| Digitalocean Hldgs (DOCN) | 2.3 | $8.6M | NEW | 55k | 157.03 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.9 | $7.2M | -50% | 75k | 95.98 |
|
| Sea Sponsored Ads (SE) | 1.9 | $7.2M | NEW | 75k | 95.83 |
|
| Cipher Mining (CIFR) | 0.8 | $3.1M | NEW | 125k | 24.50 |
|
| Fox Corp Cl A Com (FOXA) | 0.6 | $2.1M | NEW | 40k | 52.16 |
|
Past Filings by 3G Capital Partners
SEC 13F filings are viewable for 3G Capital Partners going back to 2010
- 3G Capital Partners 2026 Q2 filed Aug. 14, 2026
- 3G Capital Partners 2026 Q1 filed May 15, 2026
- 3G Capital Partners 2025 Q4 filed Feb. 17, 2026
- 3G Capital Partners 2025 Q3 filed Nov. 14, 2025
- 3G Capital Partners 2025 Q2 filed Aug. 14, 2025
- 3G Capital Partners 2025 Q1 filed May 15, 2025
- 3G Capital Partners 2024 Q4 filed Feb. 14, 2025
- 3G Capital Partners 2024 Q3 filed Nov. 14, 2024
- 3G Capital Partners 2024 Q2 filed Aug. 14, 2024
- 3G Capital Partners 2024 Q1 filed May 15, 2024
- 3G Capital Partners 2023 Q4 filed Feb. 14, 2024
- 3G Capital Partners 2023 Q3 filed Nov. 14, 2023
- 3G Capital Partners 2023 Q2 filed Aug. 14, 2023
- 3G Capital Partners 2023 Q1 filed May 15, 2023
- 3G Capital Partners 2022 Q4 filed Feb. 14, 2023
- 3G Capital Partners 2022 Q3 filed Nov. 14, 2022