13F-HR filed by 3G Capital Partners LP
3G Capital Partners LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 18 holding rows worth $373,243,970.
- Accession
- 0001493152-26-038301
- Filer
- CIK 1421669
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 18 entries on the cover page, a total value of $373,243,970 stated on the cover page (in dollars after the unit check, H1), rows summing to $373,243,970 with VALUE read as dollars as filed, 13F file number 028-12896. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CARVANA CO CL A | 146869102 | Stock | 775,000 | $51,010,500 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 95,000 | $48,946,850 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 90,000 | $38,831,400 | dollars as filed | |
| Intel Corp | 458140100 | COM | 250,000 | $34,907,500 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 90,000 | $32,163,300 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 50,000 | $28,164,500 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 9,000 | $20,463,570 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 65,000 | $17,951,050 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 10,000 | $16,973,900 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 200,000 | $16,482,000 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 55,000 | $16,393,850 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 25,000 | $11,939,250 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 15,000 | $10,845,000 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 55,000 | $8,636,650 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 75,000 | $7,198,500 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 75,000 | $7,187,250 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 125,000 | $3,062,500 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 40,000 | $2,086,400 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001493152-26-038301 | this filing | 2026-08-14 | acceptance time not in the bulk data set |