3G Capital Partners LP
10 holdingsFiling period: 2026-03-31Current AUM: $306.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 105.0K | $60.1M | $58.5M | 19.06% | +15.0K | 2026-03-31 |
| 2 | CVNA | CARVANA CO | 137.5K | $43.2M | $42.9M | 13.98% | -12,500 | 2026-03-31 |
| 3 | APP | APPLOVIN CORP | 95.0K | $37.8M | $37.6M | 12.26% | -- | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 112.5K | $32.4M | $40.1M | 13.06% | +32.5K | 2026-03-31 |
| 5 | MELI | MERCADOLIBRE INC | 17.5K | $30.3M | $32.9M | 10.71% | -7,500 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 125.0K | $26.0M | $33.9M | 11.07% | -5,000 | 2026-03-31 |
| 7 | BABA | ALIBABA GROUP HLDG LTD | 150.0K | $18.8M | $18.3M | 5.98% | +75.0K | 2026-03-31 |
| 8 | ADI | ANALOG DEVICES INC | 40.0K | $12.7M | $14.7M | 4.79% | -- | 2026-03-31 |
| 9 | AMAT | APPLIED MATLS INC | 35.0K | $12.0M | $17.8M | 5.79% | -- | 2026-03-31 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 25.0K | $8.4M | $10.1M | 3.29% | -- | 2026-03-31 |
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