StockDriftsStockDriftsTop 18 3g Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 13.67% | 775.0K | $51.0M | +12.73%(+87.50K) | $54.81(+37.90%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 13.11% | 95.0K | $48.9M | +0.00%(+0) | $57.68(+441.42%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 10.4% | 90.0K | $38.8M | new | $298.06(+61.03%) | 2026-06-30 | |
| INTC | INTEL CORP | 9.35% | 250.0K | $34.9M | new | $90.41(+14.39%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 8.62% | 90.0K | $32.2M | -20.00%(-22.50K) | $235.84(+46.16%) | 2026-06-30 | |
| META | META PLATFORMS INC | 7.55% | 50.0K | $28.2M | -52.38%(-55.00K) | $384.43(+50.95%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 5.48% | 9.0K | $20.5M | new | $1423.11(+23.89%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 4.81% | 65.0K | $18.0M | new | $184.22(+49.76%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 4.55% | 10.0K | $17.0M | -42.86%(-7.50K) | $1932.97(-7.91%) | 2026-06-30 | |
| GFS | GLOBALFOUNDRIES INC | 4.42% | 200.0K | $16.5M | new | $61.90(-11.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.26% | +82.73% | -4.50% | -20.55% |
| Top 20 Holdings Unweighted | +23.75% | +89.53% | -0.08% | -0.42% |
3g Capital Partners LP reports $373.24M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are CVNA (13.7%), APP (13.1%) and DELL (10.4%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +82.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 3g Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1421669). View 3g Capital Partners LP’s 13F filings on SEC