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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