3G Capital Partners Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$281.7M
Q ending 2026-03-31
Prior quarter
$424.1M
Q ending 2025-12-31
Change
-33.6% QoQ · -19.1% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Meta Platforms Inc | META | Shares | $60.1M | 105K |
| Carvana Co | CVNA | Shares | $43.2M | 138K |
| Applovin Corp | APP | Shares | $37.8M | 95K |
| Alphabet Inc | GOOGL | Shares | $32.4M | 113K |
| Mercadolibre Inc | MELI | Shares | $30.3M | 18K |
| Amazon Com Inc | AMZN | Shares | $26.0M | 125K |
| Alibaba Group Hldg Ltd | BABA | Shares | $18.8M | 150K |
| Analog Devices Inc | ADI | Shares | $12.7M | 40K |
| Applied Matls Inc | AMAT | Shares | $12.0M | 35K |
| Taiwan Semiconductor Manufac | TSM | Shares | $8.4M | 25K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.