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3G Capital Partners LP

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13F filer, CIK 1421669, NEW YORK, NY

3G Capital Partners LP reported $373,243,970 across 18 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 81.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001493152-26-038301

Period
2026-06-30
Reported value
$373M
Holdings
18
Top 10 weight
81.96%
New
10
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVNAadded+637,500$42M
DELLnew+90,000$38.8M
INTCnew+250,000$34.9M
SNDKnew+9,000$20.5M
NBISnew+65,000$18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
METAreduced-55,000-$31M
AMZNexited-125,000-$26M
AMATreduced-20,000-$14.5M
MELIreduced-7,500-$12.7M
ADIexited-40,000-$12.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001493152-26-038301, largest first. % of portfolio is the value over $373,243,970, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,782 shares; 2024Q4: 35,000 shares; 2025Q1: 140,000 shares; 2025Q2: 90,000 shares; 2025Q3: 120,000 shares; 2025Q4: 150,000 shares; 2026Q1: 137,500 shares; 2026Q2: 775,000 shares 775,000$51M13.67%+637,500Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,000 shares; 2024Q4: 95,000 shares; 2025Q1: 95,000 shares; 2025Q2: 95,000 shares; 2025Q3: 95,000 shares; 2025Q4: 95,000 shares; 2026Q1: 95,000 shares; 2026Q2: 95,000 shares 95,000$48.9M13.11%0Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90,000 shares 90,000$38.8M10.4%newTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250,000 shares 250,000$34.9M9.35%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 80,000 shares; 2026Q1: 112,500 shares; 2026Q2: 90,000 shares 90,000$32.2M8.62%-22,500Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,000 shares; 2024Q4: 77,500 shares; 2025Q1: 85,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 90,000 shares; 2026Q1: 105,000 shares; 2026Q2: 50,000 shares 50,000$28.2M7.55%-55,000Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,000 shares 9,000$20.5M5.48%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,000 shares 65,000$18M4.81%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 19,000 shares; 2025Q1: 16,000 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 25,000 shares; 2026Q1: 17,500 shares; 2026Q2: 10,000 shares 10,000$17M4.55%-7,500Timeline
GFSGLOBALFOUNDRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,000 shares 200,000$16.5M4.42%newTimeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,000 shares 55,000$16.4M4.39%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000$11.9M3.2%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,000 shares; 2026Q2: 15,000 shares 15,000$10.8M2.91%-20,000Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,000 shares 55,000$8.64M2.31%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 75,000 shares; 2026Q1: 150,000 shares; 2026Q2: 75,000 shares 75,000$7.2M1.93%-75,000Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,000 shares; 2025Q4: 150,000 shares; 2026Q1: not reported; 2026Q2: 75,000 shares 75,000$7.19M1.93%newTimeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125,000 shares 125,000$3.06M0.82%newTimeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000$2.09M0.56%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMZNAMAZON COM INC125,000$26Mshares
ADIANALOG DEVICES INC40,000$12.7Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001493152-26-038301 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001493152-26-038301 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001493152-26-023732 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001493152-26-007083 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001493152-25-023409 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001641172-25-023994 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001641172-25-010871 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001493152-25-006862 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001493152-24-045815 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001493152-24-032159 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001493152-24-019809 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001493152-24-006647 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001493152-23-041040 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001493152-23-028414 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001493152-23-017278 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001493152-23-004865 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001493152-22-032006 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001493152-22-022885 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001493152-22-013865 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0000905718-22-000304 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0000905718-21-001491 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0000905718-21-001065 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0000905718-21-000691 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0000905718-21-000235 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0000905718-20-001088 Quarter ended 2020-09-302020-11-13acceptance time not in the bulk data set
13F-HR 0000905718-20-000851 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0000905718-20-000447 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0000905718-20-000193 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0000905718-19-000921 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0000905718-19-000683 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0000905718-19-000451 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0000905718-19-000188 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0000905718-18-000930 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0000905718-18-000744 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0000905718-18-000498 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0000905718-18-000210 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0000905718-17-000958 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0000905718-17-000759 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0000905718-17-000557 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0000905718-17-000233 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0000905718-16-001735 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0000905718-16-001605 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0000905718-16-001411 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0000905718-16-001184 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR 0000905718-15-000895 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR 0000905718-15-000698 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0000905718-15-000455 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0000905718-15-000241 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set
13F-HR 0000905718-14-000748 Quarter ended 2014-09-302014-11-13acceptance time not in the bulk data set
13F-HR 0000905718-14-000516 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0000905718-14-000247 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0001140361-14-007839 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0001140361-13-043002 Quarter ended 2013-09-302013-11-15acceptance time not in the bulk data set
13F-HR/A 0001140361-13-033230 Quarter ended 2013-06-302013-08-15acceptance time not in the bulk data set
13F-HR 0001140361-13-032684 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set