§ 13F · FUND PROFILE
3G Capital Partners LP.
AUM · $422M (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$166M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 775K | $51M | 13.7% | +464% |
| 2 | APP | APPLOVIN CORP | 95K | $49M | 13.1% | ±0% |
| 3 | DELL | DELL TECHNOLOGIES INC | 90K | $39M | 10.4% | NEW |
| 4 | INTC | INTEL CORP | 250K | $35M | 9.4% | NEW |
| 5 | GOOGL | ALPHABET INC | 90K | $32M | 8.6% | −20% |
| 6 | META | META PLATFORMS INC | 50K | $28M | 7.5% | −52% |
| 7 | SNDK | SANDISK CORP | 9K | $20M | 5.5% | NEW |
| 8 | NBIS | NEBIUS GROUP N.V. | 65K | $18M | 4.8% | NEW |
| 9 | MELI | MERCADOLIBRE INC | 10K | $17M | 4.5% | −43% |
| 10 | GFS | GLOBALFOUNDRIES INC | 200K | $16M | 4.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 3G SIGNAL
AC read
3G Capital Partners LP is a Other fund managing $422 million in assets. The fund runs a focused portfolio of just 16 positions.
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