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3G Capital Partners LP

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13F filer, CIK 1421669, NEW YORK, NY

3G Capital Partners LP reported $281,709,000 across 10 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001493152-26-023732

Period
2026-03-31
Reported value
$282M
Holdings
10
Top 10 weight
100%
New
3
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ADInew+40,000$12.7M
AMATnew+35,000$12M
BABAadded+75,000$9.41M
GOOGLadded+32,500$9.35M
METAadded+15,000$8.58M

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
MSFTexited-90,000-$43.5M
SEexited-150,000-$19.1M
TBBBexited-550,000-$18.4M
GSHDexited-225,000-$16.6M
CPNGexited-700,000-$16.5M

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, Q1 2026

Share positions as resolved from 13F-HR 0001493152-26-023732, largest first. % of portfolio is the value over $281,709,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 105,000$60.1M21.32%+15,000Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 137,500$43.2M15.34%-12,500Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 95,000$37.8M13.42%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 80,000 shares; 2026Q1: 112,500 shares 112,500$32.4M11.48%+32,500Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 17,500$30.3M10.74%-7,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,000 shares; 2024Q4: 65,000 shares; 2025Q1: 125,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,000 shares; 2026Q1: 125,000 shares 125,000$26M9.24%-5,000Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 75,000 shares; 2026Q1: 150,000 shares 150,000$18.8M6.68%+75,000Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,000 shares; 2024Q4: 135,000 shares; 2025Q1: 200,000 shares; 2025Q2: 90,000 shares; 2025Q3: 90,000 shares; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000$12.7M4.52%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,000 shares 35,000$12M4.25%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000$8.45M3%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP90,000$43.5Mshares
SESEA LTD150,000$19.1Mshares
TBBBBBB FOODS INC550,000$18.4Mshares
GSHDGOOSEHEAD INS INC225,000$16.6Mshares
CPNGCOUPANG INC700,000$16.5Mshares
ATATATOUR LIFESTYLE HLDGS LTD175,000$6.89Mshares

How Q1 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 0001493152-26-023732 base2026-05-15acceptance time not in the bulk data set