Filed: 5/15/2026ACC: 0001493152-26-023732
📋 What this filing means
3G CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $281.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$281.71M
Total AUM (reported)
842.50K
Total Shares
Allocation by class
CL A$103.30M36.7%
COM$80.98M28.7%
COM CL A$37.81M13.4%
CAP STK CL A$32.35M11.5%
SPONSORED ADS$27.27M9.7%
Portfolio Concentration
Top 3$141.11M50.1%
4–10$140.60M49.9%
Top 3 weight
50.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 842.50K
Sole
Full voting authority
842.50K
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
META PLATFORMS INC
SOLEShares105K
TypeSH
Market value$60.07M
21.32%
Sole
105K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares137.50K
TypeSH
Market value$43.23M
15.34%
Sole
137.50K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares95K
TypeSH
Market value$37.81M
13.42%
Sole
95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares112.50K
TypeSH
Market value$32.35M
11.48%
Sole
112.50K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares17.50K
TypeSH
Market value$30.26M
10.74%
Sole
17.50K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares125K
TypeSH
Market value$26.03M
9.24%
Sole
125K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares150K
TypeSH
Market value$18.82M
6.68%
Sole
150K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares40K
TypeSH
Market value$12.73M
4.52%
Sole
40K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares35K
TypeSH
Market value$11.96M
4.25%
Sole
35K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares25K
TypeSH
Market value$8.45M
3.00%
Sole
25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 105K | SH | $60.07M 21.32% | 105K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 137.50K | SH | $43.23M 15.34% | 137.50K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 95K | SH | $37.81M 13.42% | 95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 112.50K | SH | $32.35M 11.48% | 112.50K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 17.50K | SH | $30.26M 10.74% | 17.50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 125K | SH | $26.03M 9.24% | 125K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 150K | SH | $18.82M 6.68% | 150K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 40K | SH | $12.73M 4.52% | 40K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 35K | SH | $11.96M 4.25% | 35K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 25K | SH | $8.45M 3.00% | 25K | 0.00 | 0.00 |