3G Capital Partners LP
18 holdingsFiling period: 2026-06-30Current AUM: $310.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | 775.0K | $51.0M | $43.9M | 14.12% | +637.5K | 2026-06-30 |
| 2 | APP | Applovin Corp | 95.0K | $48.9M | $24.8M | 7.97% | -- | 2026-06-30 |
| 3 | DELL | Dell Technologies Inc | 90.0K | $38.8M | $42.0M | 13.53% | -- | 2026-06-30 |
| 4 | INTC | Intel Corp | 250.0K | $34.9M | $22.6M | 7.28% | -- | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 90.0K | $32.2M | $28.5M | 9.18% | -22,500 | 2026-06-30 |
| 6 | META | Meta Platforms Inc | 50.0K | $28.2M | $31.5M | 10.15% | -55,000 | 2026-06-30 |
| 7 | SNDK | Sandisk Corp | 9.0K | $20.5M | $11.3M | 3.64% | -- | 2026-06-30 |
| 8 | — | Nebius Group N.V. | 65.0K | $18.0M | $18.0M | 5.78% | -- | 2026-06-30 |
| 9 | MELI | Mercadolibre Inc | 10.0K | $17.0M | $16.7M | 5.37% | -7,500 | 2026-06-30 |
| 10 | — | Globalfoundries Inc | 200.0K | $16.5M | $16.5M | 5.30% | -- | 2026-06-30 |
| 11 | TXN | Texas Instrs Inc | 55.0K | $16.4M | $16.4M | 5.28% | -- | 2026-06-30 |
| 12 | TSM | Taiwan Semiconductor Manufac | 25.0K | $11.9M | $10.6M | 3.41% | -- | 2026-06-30 |
| 13 | AMAT | Applied Matls Inc | 15.0K | $10.8M | $5.8M | 1.87% | -20,000 | 2026-06-30 |
| 14 | DOCN | Digitalocean Hldgs Inc | 55.0K | $8.6M | $5.5M | 1.76% | -- | 2026-06-30 |
| 15 | BABA | Alibaba Group Hldg Ltd | 75.0K | $7.2M | $7.5M | 2.42% | -75,000 | 2026-06-30 |
| 16 | SE | Sea Ltd | 75.0K | $7.2M | $5.6M | 1.79% | -- | 2026-06-30 |
| 17 | CIFR | Cipher Digital Inc | 125.0K | $3.1M | $964K | 0.31% | -- | 2026-06-30 |
| 18 | FOXA | Fox Corp | 40.0K | $2.1M | $2.6M | 0.84% | -- | 2026-06-30 |
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