3G Capital Partners LP: 13F holdings
CIK 14216692026Q2
| Positions | 18 |
|---|
| Reported value | $373.2m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 18 (+8 vs prior quarter) |
|---|
| Reported value | $373.2m (+32.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CVNA CARVANA CO | 775,000 | $51.0m | 13.7% |
| APP APPLOVIN CORP | 95,000 | $48.9m | 13.1% |
| DELL DELL TECHNOLOGIES INC | 90,000 | $38.8m | 10.4% |
| INTC INTEL CORP | 250,000 | $34.9m | 9.4% |
| GOOGL ALPHABET INC | 90,000 | $32.2m | 8.6% |
| META META PLATFORMS INC | 50,000 | $28.2m | 7.5% |
| SNDK SANDISK CORP | 9,000 | $20.5m | 5.5% |
| NBIS NEBIUS GROUP N.V. | 65,000 | $18.0m | 4.8% |
| MELI MERCADOLIBRE INC | 10,000 | $17.0m | 4.5% |
| GLOBALFOUNDRIES INC | 200,000 | $16.5m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1421669")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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