Filed: 2/17/2026ACC: 0001493152-26-007083
📋 What this filing means
3G CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $424.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$424.13M
Total AUM (reported)
2.54M
Total Shares
Allocation by class
CL A$139.22M32.8%
COM$123.89M29.2%
COM CL A$80.58M19.0%
CAP STK CL A$25.04M5.9%
SPONSORD ADS$19.14M4.5%
CL A COM$18.36M4.3%
SPONSORED ADS$17.89M4.2%
Portfolio Concentration
Top 3$186.72M44.0%
4–10$203.00M47.9%
11–25$34.40M8.1%
Top 3 weight
44.0%
Top 10 weight
91.9%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Sole
Full voting authority
2.54M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
APPLOVIN CORP
SOLEShares95K
TypeSH
Market value$64.01M
15.09%
Sole
95K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares150K
TypeSH
Market value$63.30M
14.93%
Sole
150K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares90K
TypeSH
Market value$59.41M
14.01%
Sole
90K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares25K
TypeSH
Market value$50.36M
11.87%
Sole
25K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares90K
TypeSH
Market value$43.53M
10.26%
Sole
90K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares130K
TypeSH
Market value$30.01M
7.07%
Sole
130K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares80K
TypeSH
Market value$25.04M
5.90%
Sole
80K
Shared
0.00
None
0.00
SEA LTD
SOLEShares150K
TypeSH
Market value$19.14M
4.51%
Sole
150K
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares550K
TypeSH
Market value$18.36M
4.33%
Sole
550K
Shared
0.00
None
0.00
GOOSEHEAD INS INC
SOLEShares225K
TypeSH
Market value$16.57M
3.91%
Sole
225K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares700K
TypeSH
Market value$16.51M
3.89%
Sole
700K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares75K
TypeSH
Market value$10.99M
2.59%
Sole
75K
Shared
0.00
None
0.00
ATOUR LIFESTYLE HLDGS LTD
SOLEShares175K
TypeSH
Market value$6.89M
1.63%
Sole
175K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 95K | SH | $64.01M 15.09% | 95K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 150K | SH | $63.30M 14.93% | 150K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 90K | SH | $59.41M 14.01% | 90K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 25K | SH | $50.36M 11.87% | 25K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 90K | SH | $43.53M 10.26% | 90K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 130K | SH | $30.01M 7.07% | 130K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 80K | SH | $25.04M 5.90% | 80K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 150K | SH | $19.14M 4.51% | 150K | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 550K | SH | $18.36M 4.33% | 550K | 0.00 | 0.00 |
GOOSEHEAD INS INCSOLE | COM CL A | 225K | SH | $16.57M 3.91% | 225K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 700K | SH | $16.51M 3.89% | 700K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 75K | SH | $10.99M 2.59% | 75K | 0.00 | 0.00 |
ATOUR LIFESTYLE HLDGS LTDSOLE | SPONSORED ADS | 175K | SH | $6.89M 1.63% | 175K | 0.00 | 0.00 |