3G Capital Partners
3G Capital Partners reported 18 stocks worth $373M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CVNA (13.7%), APP (13.1%) and DELL (10.4%). Compared with Q1 2026, the fund opened new positions in DELL, INTC and SNDK, added to CVNA, trimmed GOOGL, META and MELI and sold out of AMZN and ADI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CVNA Carvana Co | $51M | 13.7% | 775K | +638K (+464%) | 8 of 8 | |
| 2 |  APP Applovin Corp | $48.9M | 13.1% | 95K | No change | 8 of 8 | |
| 3 |  DELL Dell Technologies Inc | $38.8M | 10.4% | 90K | New position | 1 of 8 | |
| 4 |  INTC Intel Corp | $34.9M | 9.3% | 250K | New position | 1 of 8 | |
| 5 |  GOOGL Alphabet Inc | $32.2M | 8.6% | 90K | −23K (−20%) | 4 of 8 | |
| 6 |  META Meta Platforms Inc | $28.2M | 7.5% | 50K | −55K (−52%) | 8 of 8 | |
| 7 |  SNDK Sandisk Corp | $20.5M | 5.5% | 9,000 | New position | 1 of 8 | |
| 8 |  NBIS Nebius Group | $18M | 4.8% | 65K | New position | 1 of 8 | |
| 9 |  MELI Mercadolibre Inc | $17M | 4.5% | 10K | −7,500 (−43%) | 8 of 8 | |
| 10 |  GFS Globalfoundries Inc | $16.5M | 4.4% | 200K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →3G Capital Partners 13F FAQ
What does 3G Capital Partners own?
3G Capital Partners reported 18 stocks worth $373M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CVNA (13.7%), APP (13.1%) and DELL (10.4%). The table above lists every position in the filing (the top 10 without an account).
What did 3G Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 1 added to, 5 trimmed and 2 sold out. New positions include DELL, INTC and SNDK. It sold all of AMZN and ADI.
When will 3G Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is 3G Capital Partners's portfolio worth?
The Q2 2026 filing reports $373M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.