3G Capital Partners LP
3G Capital Partners LP reported 18 positions worth $373.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CVNA (13.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CVNA | SH | $51.0M | 13.67% | 775,000 | — | — | |
| ▸ 2 | APP | SH | $48.9M | 13.11% | 95,000 | — | — | |
| ▸ 3 | DELL | SH | $38.8M | 10.40% | 90,000 | — | — | |
| ▸ 4 | INTC | SH | $34.9M | 9.35% | 250,000 | — | — | |
| ▸ 5 | GOOGL | SH | $32.2M | 8.62% | 90,000 | — | — | |
| ▸ 6 | META | SH | $28.2M | 7.55% | 50,000 | — | — | |
| ▸ 7 | SNDK | SH | $20.5M | 5.48% | 9,000 | — | — | |
| ▸ 8 | NBIS | SH | $18.0M | 4.81% | 65,000 | — | — | |
| ▸ 9 | MELI | SH | $17.0M | 4.55% | 10,000 | — | — | |
| ▸ 10 | GFS | SH | $16.5M | 4.42% | 200,000 | — | — |
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Frequently Asked Questions
What stocks does 3G Capital Partners LP hold as of Q2 2026?
3G Capital Partners LP reported 18 positions worth $373.2M in its Q2 2026 13F filing. Largest positions: CVNA (13.7%), APP (13.1%), DELL (10.4%), INTC (9.4%) and GOOGL (8.6%).
What did 3G Capital Partners LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did 3G Capital Partners LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.