3G Capital Partners LP holds a focused book of 18 reported positions worth $373.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Alphabet Inc-CL A. Their largest long position is Carvana Co at 14% of the reported non-option book. Cloning the disclosed picks since 2013 would be +208% (+9.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +321.0%, a 112.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning 3G Capital Partners LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as 3G Capital Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| CAS Investment Partners, LLC | 2 / 18 | $1.6B |
| Tree Line Advisors (Hong Kong) Ltd. | 2 / 18 | $283.4M |
| Marcho Partners LLP | 3 / 18 | $137.1M |
| Charles-Lim Capital Ltd | 2 / 18 | $228.1M |
| Kora Management LP | 4 / 18 | $549.1M |
| General Equity Holdings LP | 3 / 18 | $106.2M |
| Selkirk Management LLC | 5 / 18 | $199.4M |
| BlueSpruce Investments, LP | 3 / 18 | $399.7M |
Ranked by the share of each fund's own book sitting in the names it shares with 3G Capital Partners LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Carvana Co CL A | $51.0M | 775.0K | 13.7% | ▲+464% Added · +638K sh | |
| 2 | Applovin Corp COM CL A | $48.9M | 95.0K | 13.1% | —Held | |
| 3 | Dell Technologies Inc CL C | $38.8M | 90.0K | 10.4% | ▲New New position | |
| 4 | Intel Corp COM | $34.9M | 250.0K | 9.4% | ▲New New position | |
| 5 | Alphabet Inc CAP STK CL A | $32.2M | 90.0K | 8.6% | ▼−20% Reduced · −23K sh | |
| 6 | Meta Platforms Inc CL A | $28.2M | 50.0K | 7.5% | ▼−52% Reduced · −55K sh | |
| 7 | Sandisk Corp COM | $20.5M | 9.0K | 5.5% | ▲New New position | |
| 8 | Nebius Group N.V. SHS CLASS A | $18.0M | 65.0K | 4.8% | ▲New New position | |
| 9 | Mercadolibre Inc COM | $17.0M | 10.0K | 4.5% | ▼−43% Reduced · −8K sh | |
| 10 | Globalfoundries Inc ORDINARY SHARES | $16.5M | 200.0K | 4.4% | ▲New New position | |
| 11 | Texas Instrs Inc COM | $16.4M | 55.0K | 4.4% | ▲New New position | |
| 12 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.9M | 25.0K | 3.2% | —Held | |
| 13 | Applied Matls Inc COM | $10.8M | 15.0K | 2.9% | ▼−57% Reduced · −20K sh | |
| 14 | Digitalocean Hldgs Inc COM | $8.6M | 55.0K | 2.3% | ▲New New position | |
| 15 | Alibaba Group Hldg Ltd SPONSORED ADS | $7.2M | 75.0K | 1.9% | ▼−50% Reduced · −75K sh | |
| 16 | Sea Ltd SPONSORED ADS | $7.2M | 75.0K | 1.9% | ▲New New position | |
| 17 | Cipher Digital Inc COM | $3.1M | 125.0K | 0.8% | ▲New New position | |
| 18 | Fox Corp CL A COM | $2.1M | 40.0K | 0.6% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1421669/holdings"
Use Arkolith to show 3G Capital Partners LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 18 | $373.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 10 | $281.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 13 | $424.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 16 | $422.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 11 | $407.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 16 | $348.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 16 | $348.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 13 | $296.5M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 14 | $260.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 10 | $238.1M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 9 | $164.0M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 12 | $179.9M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 13 | $99.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 9 | $76.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 9 | $82.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 8 | $47.4M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 5 | $60.4M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 46d | 6 | $260.5M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 10 | $470.8M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 46d | 16 | $459.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 47d | 17 | $387.1M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 47d | 15 | $269.3M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 47d | 14 | $119.1M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 44d | 13 | $104.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.