3G Capital Partners LP — 13F holdings

3G Capital Partners LP reported 18 holdings worth $373M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CVNA CARVANA CO — $51.0M (13.7%)
2. APP APPLOVIN CORP — $48.9M (13.1%)
3. DELL DELL TECHNOLOGIES INC — $38.8M (10.4%)
4. INTC INTEL CORP — $34.9M (9.4%)
5. GOOGL ALPHABET INC — $32.2M (8.6%)
6. META META PLATFORMS INC — $28.2M (7.5%)
7. SNDK SANDISK CORP — $20.5M (5.5%)
8. NBIS NEBIUS GROUP N.V. — $18.0M (4.8%)
9. MELI Mercadolibre Inc — $17.0M (4.5%)
10. GFS GLOBALFOUNDRIES INC — $16.5M (4.4%)