3G Capital Partners LP
Net buyer this quarter
$373M
18
+$52.7M
82.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CVNA | $51M | 13.67% | Not reported | +12.7% | Q1 2020 |
 APP | $48.9M | 13.11% | 0.03% | Not reported | Q1 2024 |
 DELL | $38.8M | 10.40% | 0.01% | New | Q2 2026 |
 INTC | $34.9M | 9.35% | 0.01% | New | Q2 2026 |
 GOOGL | $32.2M | 8.62% | 0.00% | -20.0% | Q4 2018 |
 META | $28.2M | 7.55% | Not reported | -52.4% | Q1 2018 |
 SNDK | $20.5M | 5.48% | 0.01% | New | Q2 2026 |
 NBIS | $18M | 4.81% | 0.03% | New | Q2 2026 |
 MELI | $17M | 4.55% | 0.02% | -42.9% | Q2 2024 |
 GFS | $16.5M | 4.42% | 0.04% | New | Q2 2026 |
 TXN | $16.4M | 4.39% | 0.01% | New | Q2 2026 |
 TSM | $11.9M | 3.20% | 0.00% | Not reported | Q3 2022 |
 AMAT | $10.8M | 2.91% | 0.00% | -57.1% | Q2 2023 |
 DOCN | $8.64M | 2.31% | 0.05% | New | Q2 2026 |
 BABA | $7.2M | 1.93% | 0.00% | -50.0% | Q1 2020 |
 SE | $7.19M | 1.93% | 0.04% | Not reported | Q1 2020 |
 CIFR | $3.06M | 0.82% | 0.03% | New | Q2 2026 |
 FOXA | $2.09M | 0.56% | 4000000.00% | Not reported | Q1 2019 |
| Q1 2026 | |||||
| META | $60.1M | 21.32% | Not reported | +16.7% | Q1 2018 |
| CVNA | $43.2M | 15.34% | Not reported | -8.3% | Q1 2020 |
| APP | $37.8M | 13.42% | 0.03% | Not reported | Q1 2024 |
| GOOGL | $32.4M | 11.48% | 0.00% | +40.6% | Q4 2018 |
| MELI | $30.3M | 10.74% | 0.03% | -30.0% | Q2 2024 |
 AMZN | $26M | 9.24% | 0.00% | -3.9% | Q1 2020 |
| BABA | $18.8M | 6.68% | 0.01% | +100.0% | Q1 2020 |
 ADI | $12.7M | 4.52% | 0.01% | Not reported | Q2 2023 |
| AMAT | $12M | 4.25% | 0.00% | Not reported | Q2 2023 |
| TSM | $8.45M | 3.00% | 0.00% | Not reported | Q3 2022 |
| Q4 2025 | |||||
| APP | $64M | 15.09% | 0.03% | Not reported | Q1 2024 |
| CVNA | $63.3M | 14.93% | Not reported | +25.0% | Q1 2020 |
| META | $59.4M | 14.01% | Not reported | +12.5% | Q1 2018 |
| MELI | $50.4M | 11.87% | 0.05% | +42.9% | Q2 2024 |
 MSFT | $43.5M | 10.26% | 0.00% | +157.1% | Q3 2015 |
| AMZN | $30M | 7.07% | 0.00% | Not reported | Q1 2020 |
| GOOGL | $25M | 5.90% | 0.00% | -20.0% | Q4 2018 |
| SE | $19.1M | 4.51% | 0.08% | +42.9% | Q1 2020 |
 TBBB | $18.4M | 4.33% | Not reported | -65.6% | Q1 2025 |
 GSHD | $16.6M | 3.91% | 1.06% | +80.0% | Q2 2023 |
 CPNG | $16.5M | 3.89% | Not reported | +16.7% | Q1 2023 |
| BABA | $11M | 2.59% | 0.00% | +275.0% | Q1 2020 |
 ATAT | $6.9M | 1.63% | 0.04% | -56.3% | Q2 2024 |
| Q3 2025 | |||||
| APP | $68.3M | 16.17% | 0.03% | Not reported | Q1 2024 |
| META | $58.8M | 13.92% | Not reported | Not reported | Q1 2018 |
| CVNA | $45.3M | 10.73% | Not reported | +33.3% | Q1 2020 |
| TBBB | $43.1M | 10.22% | Not reported | +6.7% | Q1 2025 |
| MELI | $40.9M | 9.69% | 0.03% | Not reported | Q2 2024 |
| GOOGL | $24.3M | 5.76% | 0.00% | Not reported | Q4 2018 |
| ADI | $22.1M | 5.24% | 0.02% | Not reported | Q2 2023 |
 AVGO | $21.4M | 5.08% | 0.00% | Not reported | Q4 2024 |
| CPNG | $19.3M | 4.58% | Not reported | -52.0% | Q1 2023 |
| SE | $18.8M | 4.45% | 0.06% | Not reported | Q1 2020 |
| MSFT | $18.1M | 4.30% | 0.00% | Not reported | Q3 2015 |
| ATAT | $15M | 3.56% | 0.10% | -65.2% | Q2 2024 |
 PDD | $13.2M | 3.13% | 0.00% | -76.5% | Q2 2020 |
| GSHD | $9.3M | 2.20% | 0.59% | -73.0% | Q2 2023 |
| BABA | $3.57M | 0.85% | 0.00% | Not reported | Q1 2020 |
 ARX | $521K | 0.12% | 0.02% | New | Q3 2025 |