3G Capital Partners LP holds a concentrated book of 10 stocks worth $281.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened APPLIED MATLS INC and trimmed CARVANA CO. Their largest long position is META PLATFORMS INC at 21% of the equity book.
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Use Arkolith to show 3G Capital Partners LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Meta Platforms Inc CL A | $60.1M | 105.0K | 21.3% | ▲+17% Added · +15K sh | |
| 2 | Carvana Co CL A | $43.2M | 137.5K | 15.3% | ▼−8.3% Reduced · −13K sh | |
| 3 | Applovin Corp COM CL A | $37.8M | 95.0K | 13.4% | —Held | |
| 4 | Alphabet Inc CAP STK CL A | $32.4M | 112.5K | 11.5% | ▲+41% Added · +33K sh | |
| 5 | Mercadolibre Inc COM | $30.3M | 17.5K | 10.7% | ▼−30% Reduced · −8K sh | |
| 6 | Amazon Com Inc COM | $26.0M | 125.0K | 9.2% | ▼−3.8% Reduced · −5K sh | |
| 7 | Alibaba Group Hldg Ltd SPONSORED ADS | $18.8M | 150.0K | 6.7% | ▲+100% Added · +75K sh | |
| 8 | Analog Devices Inc COM | $12.7M | 40.0K | 4.5% | ▲Added Added · +40K sh | |
| 9 | Applied Matls Inc COM | $12.0M | 35.0K | 4.2% | ▲New New position | |
| 10 | Taiwan Semiconductor Manufac SPONSORED ADS | $8.4M | 25.0K | 3.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 10 | $281.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 13 | $424.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 16 | $422.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 11 | $407.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 16 | $348.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 16 | $348.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 13 | $296.5M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 14 | $260.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 10 | $238.1M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 9 | $164.0M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 12 | $179.9M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 13 | $99.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 9 | $76.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 9 | $82.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 8 | $47.4M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 5 | $60.4M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 6 | $260.5M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 10 | $470.8M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 16 | $459.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 17 | $387.1M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 15 | $269.3M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 14 | $119.1M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 13 | $104.5M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 10 | $47.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.