3G Capital Partners LP
18 holdingsFiling period: 2026-06-30Current AUM: $345.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 775.0K | $51.0M | $51.8M | 15.00% | +637.5K | 2026-06-30 |
| 2 | APP | APPLOVIN CORP | 95.0K | $48.9M | $31.5M | 9.11% | -- | 2026-06-30 |
| 3 | DELL | DELL TECHNOLOGIES INC | 90.0K | $38.8M | $48.9M | 14.15% | -- | 2026-06-30 |
| 4 | INTC | INTEL CORP | 250.0K | $34.9M | $24.3M | 7.02% | -- | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC | 90.0K | $32.2M | $31.0M | 8.98% | -22,500 | 2026-06-30 |
| 6 | META | META PLATFORMS INC | 50.0K | $28.2M | $33.5M | 9.69% | -55,000 | 2026-06-30 |
| 7 | SNDK | SANDISK CORP | 9.0K | $20.5M | $13.8M | 3.99% | -- | 2026-06-30 |
| 8 | — | NEBIUS GROUP N.V. | 65.0K | $18.0M | $18.0M | 5.19% | -- | 2026-06-30 |
| 9 | MELI | MERCADOLIBRE INC | 10.0K | $17.0M | $18.3M | 5.29% | -7,500 | 2026-06-30 |
| 10 | — | GLOBALFOUNDRIES INC | 200.0K | $16.5M | $16.5M | 4.77% | -- | 2026-06-30 |
| 11 | TXN | TEXAS INSTRS INC | 55.0K | $16.4M | $14.5M | 4.19% | -- | 2026-06-30 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 25.0K | $11.9M | $10.3M | 2.99% | -- | 2026-06-30 |
| 13 | AMAT | APPLIED MATLS INC | 15.0K | $10.8M | $6.3M | 1.83% | -20,000 | 2026-06-30 |
| 14 | DOCN | DIGITALOCEAN HLDGS INC | 55.0K | $8.6M | $6.5M | 1.87% | -- | 2026-06-30 |
| 15 | BABA | ALIBABA GROUP HLDG LTD | 75.0K | $7.2M | $8.2M | 2.37% | -75,000 | 2026-06-30 |
| 16 | SE | SEA LTD | 75.0K | $7.2M | $7.7M | 2.23% | -- | 2026-06-30 |
| 17 | CIFR | CIPHER DIGITAL INC | 125.0K | $3.1M | $1.9M | 0.55% | -- | 2026-06-30 |
| 18 | FOXA | FOX CORP | 40.0K | $2.1M | $2.7M | 0.78% | -- | 2026-06-30 |
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