Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
3G Capital Partners LP (CIK 1421669) reported $281.7M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: META ($60.1M, 21.32%), CVNA ($43.2M, 15.34%), APP ($37.8M, 13.42%), GOOGL ($32.4M, 11.48%), MELI ($30.3M, 10.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | $60.1M | 21.32% | 105,000 | Added |
| 2 | CVNA | CARVANA CO | $43.2M | 15.34% | 137,500 | Trimmed |
| 3 | APP | APPLOVIN CORP | $37.8M | 13.42% | 95,000 | Hold |
| 4 | GOOGL | ALPHABET INC | $32.4M | 11.48% | 112,500 | Added |
| 5 | MELI | MERCADOLIBRE INC | $30.3M | 10.74% | 17,500 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $26.0M | 9.24% | 125,000 | Trimmed |
| 7 | BABA | ALIBABA GROUP HLDG LTD | $18.8M | 6.68% | 150,000 | Added |
| 8 | ADI | ANALOG DEVICES INC | $12.7M | 4.52% | 40,000 | New |
| 9 | AMAT | APPLIED MATLS INC | $12.0M | 4.25% | 35,000 | New |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.4M | 3.00% | 25,000 | New |
| 11 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $0 | 0.00% | 0 | Exited |
| 12 | CPNG | COUPANG INC | $0 | 0.00% | 0 | Exited |
| 13 | GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | Exited |
| 14 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 15 | TBBB | BBB FOODS INC | $0 | 0.00% | 0 | Exited |
| 16 | SE | SEA LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31