3G Capital Partners as of June 30, 2026
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 | 775k | 65.82 | |
| Applovin Corp Com Cl A (APP) | 13.1 | $49M | 95k | 515.23 | |
| Dell Technologies CL C (DELL) | 10.4 | $39M | 90k | 431.46 | |
| Intel Corporation (INTC) | 9.4 | $35M | 250k | 139.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.6 | $32M | 90k | 357.37 | |
| Meta Platforms Cl A (META) | 7.5 | $28M | 50k | 563.29 | |
| Sandisk Corp (SNDK) | 5.5 | $21M | 9.0k | 2273.73 | |
| Nebius Group Shs Class A (NBIS) | 4.8 | $18M | 65k | 276.17 | |
| MercadoLibre (MELI) | 4.5 | $17M | 10k | 1697.39 | |
| Globalfoundries Ordinary Shares (GFS) | 4.4 | $17M | 200k | 82.41 | |
| Texas Instruments Incorporated (TXN) | 4.4 | $16M | 55k | 298.07 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.2 | $12M | 25k | 477.57 | |
| Applied Materials (AMAT) | 2.9 | $11M | 15k | 723.00 | |
| Digitalocean Hldgs (DOCN) | 2.3 | $8.6M | 55k | 157.03 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.9 | $7.2M | 75k | 95.98 | |
| Sea Sponsored Ads (SE) | 1.9 | $7.2M | 75k | 95.83 | |
| Cipher Mining (CIFR) | 0.8 | $3.1M | 125k | 24.50 | |
| Fox Corp Cl A Com (FOXA) | 0.6 | $2.1M | 40k | 52.16 |
