3C
| |
3G Capital Partners LP13F | |
| 3G Capital Partners LP | |
| Last update 2026-05-15 | 10 Stocks (3 new) |
| Value $282.00 Mil | Turnover 21 % |
3G Capital Partners LP Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 105,000 | 60,073.7 | +16.67% | 21.320 | +3.05% | 0.000 | +0.59% | -16.49% | 1,396,767.4 | Interactive Media | |
CVNA | Carvana Co | 687,500 | 43,227.3 | -8.33% | 15.340 | -1.24% | 0.020 | +3.44% | -26.13% | 44,660.6 | Vehicles & Parts | |
APP | AppLovin Corp | 95,000 | 37,810.0 | 0% | 13.420 | 0% | 0.030 | +21.95% | -29.20% | 160,270.0 | Media - Diversified | |
GOOGL | Alphabet Inc | 112,500 | 32,350.5 | +40.63% | 11.480 | +3.32% | 0.000 | +20.17% | +7.93% | 4,102,177.1 | Interactive Media | |
MELI | MercadoLibre Inc | 17,500 | 30,257.8 | -30.00% | 10.740 | -3.56% | 0.030 | +2.70% | -16.84% | 84,922.9 | Retail - Cyclical | |
AMZN | Amazon.com Inc | 125,000 | 26,033.8 | -3.85% | 9.240 | -0.27% | 0.000 | +12.12% | +0.81% | 2,503,071.8 | Retail - Cyclical | |
BABA | Alibaba Group Holding Ltd | 150,000 | 18,819.0 | +100.00% | 6.680 | +3.34% | 0.010 | -23.71% | -34.72% | 227,593.3 | Retail - Cyclical | |
ADI | Analog Devices Inc | 40,000 | 12,725.6 | New Holding | 4.520 | +4.52% | 0.010 | +23.79% | +43.50% | 188,458.8 | Semiconductors | |
AMAT | Applied Materials Inc | 35,000 | 11,962.6 | New Holding | 4.250 | +4.25% | 0.000 | +85.38% | +144.52% | 497,685.5 | Semiconductors | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 25,000 | 8,448.8 | New Holding | 3.000 | +3.00% | 0.000 | +32.89% | +43.00% | 2,242,370.3 | Semiconductors |
3G Capital Partners LP's Historical Top Holdings Breakdowns
3G Capital Partners LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2026-03-31 | Sold Out Sold Out | -10.26% | 356.77 ($418.44) 483.47 | $372.97 | -10.87% | Sold Out | 0 | -90,000 | |
ADI | Analog Devices Inc | 2026-03-31 | New Buy New Buy | +4.52% | 273.74 ($318.18) 360.8 | $386.91 | 21.60% | New holding | 40,000 | 40,000 | |
SE | Sea Ltd | 2026-03-31 | Sold Out Sold Out | -4.51% | 78.16 ($107.18) 142.89 | $91.33 | -14.79% | Sold Out | 0 | -150,000 | |
TBBB | BBB Foods Inc | 2026-03-31 | Sold Out Sold Out | -4.33% | 31.49 ($34.99) 39.06 | $41.99 | 20.01% | Sold Out | 0 | -550,000 | |
AMAT | Applied Materials Inc | 2026-03-31 | New Buy New Buy | +4.25% | 268.87 ($336.38) 394.95 | $626.84 | 86.35% | New holding | 35,000 | 35,000 | |
GSHD | Goosehead Insurance Inc | 2026-03-31 | Sold Out Sold Out | -3.91% | 41.1 ($55.93) 74.88 | $46.84 | -16.25% | Sold Out | 0 | -225,000 | |
CPNG | Coupang Inc | 2026-03-31 | Sold Out Sold Out | -3.89% | 16.79 ($19.58) 23.53 | $17.58 | -10.21% | Sold Out | 0 | -700,000 | |
MELI | MercadoLibre Inc | 2026-03-31 | Reduce Reduce | -3.56% | 1599.52 ($1929.04) 2295 | $1,675.10 | -13.16% | Reduce -30% | 17,500 | -7,500 | |
BABA | Alibaba Group Holding Ltd | 2026-03-31 | Add Add | +3.34% | 121.98 ($150.32) 177.18 | $94.81 | -36.93% | Add 100% | 150,000 | 75,000 | |
GOOGL | Alphabet Inc | 2026-03-31 | Add Add | +3.32% | 273.5 ($314.21) 343.69 | $337.39 | 7.38% | Add 40.63% | 112,500 | 32,500 |
3G Capital Partners LP Total Holding History ($B)
3G Capital Partners LP's Asset Allocation
3G Capital Partners LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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3G Capital Partners LP's Hypothetical Growth since 2026-03-31
3G Capital Partners LP's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
3G Capital Partners LP's Holdings Heat Map
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3G Capital Partners LP's Holdings Bubble Chart
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