13F Filings/3G Capital Partners LP

3G Capital Partners LP

Hedge FundCIK0001421669LocationNEW YORK, NY 10016, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ1 2026Quarter ended31 Mar 2026Filed15 May 2026
Portfolio Turnover
35%
Of book traded, QoQ
Positions
10
Long U.S. equities
Top 10 Concentration
100%
Of reported value
QoQ Change
$-142.4M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
13F AUM over time
$282M
Q1 ’26 · 13F AUM
▼ 34%
2 quarters
Showing the last 5 years of filings. Want this fund’s full history back to inception?
Reported Holdings
Q1 2026 · upgrade to Pro for past quarters
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★ Position spotlightMETAMETA PLATFORMS INC · 21.3% of book
🔒
See how this position changed across every quarter
Multi-quarter 13F position history — shares held, buys & sells, and price over time — is a Pro feature. The latest snapshot below stays free.
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
META PLATFORMS INC
META· Communication Services
105KSH$60.1M~$572.13$595.19▲4.0%21.3%▲ 16.7%Added
CARVANA CO
CVNA· Consumer Discretionary
138KSH$43.2M~$314.38$60.46▼80.8%15.3%▼ 8.3%Reduced
APPLOVIN CORP
APP· Information Technology
95KSH$37.8M~$398.00$391.98▼1.5%13.4%—Unchanged
ALPHABET INC
GOOGL· Communication Services
113KSH$32.4M~$287.56$319.74▲11.2%11.5%▲ 40.6%Added
MERCADOLIBRE INC
MELI· Consumer Discretionary
18KSH$30.3M~$1729.02$1801.44▲4.2%10.7%▼ 30.0%Reduced
AMAZON COM INC
AMZN· Consumer Discretionary
125KSH$26.0M~$208.27$232.11▲11.4%9.2%▼ 3.8%Reduced
ALIBABA GROUP HLDG LTD
BABA· Consumer Discretionary
150KSH$18.8M~$125.46$112.14▼10.6%6.7%▲ 100.0%Added
ANALOG DEVICES INC
ADI· Information Technology
40KSH$12.7M~$318.14$371.86▲16.9%4.5%NewNew
APPLIED MATLS INC
AMAT· Information Technology
35KSH$12.0M~$341.79$536.25▲56.9%4.2%NewNew
TAIWAN SEMICONDUCTOR MANUFAC
TSM· Information Technology
25KSH$8.4M~$337.95$403.41▲19.4%3.0%NewNew
METAMETA PLATFORMS INCAdded
$60.1M· 21.3%· 105K SH· ▲ 16.7%· cost $572.13· last $595.19· ▲4.0%
Communication Services · CL A · SOLE
CVNACARVANA COReduced
$43.2M· 15.3%· 138K SH· ▼ 8.3%· cost $314.38· last $60.46· ▼80.8%
Consumer Discretionary · CL A · SOLE
APPAPPLOVIN CORPUnchanged
$37.8M· 13.4%· 95K SH· —· cost $398.00· last $391.98· ▼1.5%
Information Technology · COM CL A · SOLE
GOOGLALPHABET INCAdded
$32.4M· 11.5%· 113K SH· ▲ 40.6%· cost $287.56· last $319.74· ▲11.2%
Communication Services · CAP STK CL A · SOLE
MELIMERCADOLIBRE INCReduced
$30.3M· 10.7%· 18K SH· ▼ 30.0%· cost $1729.02· last $1801.44· ▲4.2%
Consumer Discretionary · COM · SOLE
AMZNAMAZON COM INCReduced
$26.0M· 9.2%· 125K SH· ▼ 3.8%· cost $208.27· last $232.11· ▲11.4%
Consumer Discretionary · COM · SOLE
BABAALIBABA GROUP HLDG LTDAdded
$18.8M· 6.7%· 150K SH· ▲ 100.0%· cost $125.46· last $112.14· ▼10.6%
Consumer Discretionary · SPONSORED ADS · SOLE
ADIANALOG DEVICES INCNew
$12.7M· 4.5%· 40K SH· New· cost $318.14· last $371.86· ▲16.9%
Information Technology · COM · SOLE
AMATAPPLIED MATLS INCNew
$12.0M· 4.2%· 35K SH· New· cost $341.79· last $536.25· ▲56.9%
Information Technology · COM · SOLE
TSMTAIWAN SEMICONDUCTOR MANUFACNew
$8.4M· 3.0%· 25K SH· New· cost $337.95· last $403.41· ▲19.4%
Information Technology · SPONSORED ADS · SOLE
Sector Breakdown
Q1 2026
Consumer Discretionary42.0% · $118.3M
Communication Services32.8% · $92.4M
Information Technology25.2% · $70.9M
← All 13F filings