account_balance
Investment manager · 13F filer · SEC CIK 1421669
3G Capital Partners LP
Reported value$373Mas of Jun 30, 2026
Positions18 10 new, 2 sold out
Top 10 weight82.0%CVNA alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CVNACarvana Co.
13.7%Added +13%
APPAppLovin Corp
13.1%
DELLDell Technologies Inc.
10.4%New
INTCIntel Corp
9.4%New
GOOGLAlphabet Inc.
8.6%Trimmed −20%
METAMeta Platforms, Inc.
7.5%Trimmed −52%
SNDKSandisk Corp
5.5%New
NBISNebius Group N.V.
4.8%New
MELIMercadoLibre Inc
4.5%Trimmed −43%
GFSGlobalfoundries Inc.
4.4%New
TXNTexas Instruments Inc
4.4%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.2%
CVNACarvana Co.
13.7%Added +13%
APPAppLovin Corp
13.1%
DELLDell Technologies Inc.
10.4%
INTCIntel Corp
9.4%
GOOGLAlphabet Inc.
8.6%−20%
METAMeta Platforms, Inc.
7.5%
SNDKSandisk Corp
5.5%
NBISNebius Group N.V.
4.8%
MELI4.5%GFS4.4%TXNTexas Instruments Inc
4.4%
TSM3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CVNA Carvana Co. 13.7% Added +13%APP AppLovin Corp 13.1% HeldDELL Dell Technologies Inc. 10.4% NewINTC Intel Corp 9.4% NewGOOGL Alphabet Inc. 8.6% Trimmed −20%META Meta Platforms, Inc. 7.5% Trimmed −52%SNDK Sandisk Corp 5.5% NewNBIS Nebius Group N.V. 4.8% NewMELI MercadoLibre Inc 4.5% Trimmed −43%GFS Globalfoundries Inc. 4.4% NewTXN Texas Instruments Inc 4.4% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 3.2% Held
What changed
Biggest moves since Mar 31, 2026
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