3G Capital Partners Lp Top Holdings and 13F Report (2025) About 3G Capital Partners LpInvestment Activity3G Capital Partners Lp has $373.24 million in total holdings as of June 30, 2025.3G Capital Partners Lp owns shares of 18 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 55.72% of the portfolio was purchased this quarter.About 30.05% of the portfolio was sold this quarter.This quarter, 3G Capital Partners Lp has purchased 10 new stocks and bought additional shares in 1 stock.3G Capital Partners Lp sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Carvana $51,010,500APPLOVIN CORP $48,946,850Dell Technologies $38,831,400Intel $34,907,500Alphabet $32,163,300 Largest New Holdings this Quarter 24703L202 - Dell Technologies $38,831,400 Holding458140100 - Intel $34,907,500 Holding80004C200 - SANDISK CORP $20,463,570 HoldingN97284108 - Yandex $17,951,050 HoldingG39387108 - GlobalFoundries $16,482,000 Holding Largest Purchases this Quarter Carvana 637,500 shares (about $41.96M)Dell Technologies 90,000 shares (about $38.83M)Intel 250,000 shares (about $34.91M)SANDISK CORP 9,000 shares (about $20.46M)Yandex 65,000 shares (about $17.95M) Largest Sales this Quarter Meta Platforms 55,000 shares (about $30.98M)Applied Materials 20,000 shares (about $14.46M)MercadoLibre 7,500 shares (about $12.73M)Alphabet 22,500 shares (about $8.04M)Alibaba Group 75,000 shares (about $7.20M) Sector Allocation Over TimeMap of 500 Largest Holdings of3G Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVNACarvana$51,010,500$41,960,250 â–²463.6%775,00013.7%Consumer DiscretionaryAPPLOVIN CORP$48,946,8500.0%95,00013.1%COM CL ADELLDell Technologies$38,831,400$38,831,400 â–²New Holding90,00010.4%TechnologyINTCIntel$34,907,500$34,907,500 â–²New Holding250,0009.4%TechnologyGOOGLAlphabet$32,163,300$8,040,825 â–¼-20.0%90,0008.6%Communication ServicesMETAMeta Platforms$28,164,500$30,980,950 â–¼-52.4%50,0007.5%Communication ServicesSANDISK CORP$20,463,570$20,463,570 â–²New Holding9,0005.5%COMYNDXYandex$17,951,050$17,951,050 â–²New Holding65,0004.8%TechnologyMELIMercadoLibre$16,973,900$12,730,425 â–¼-42.9%10,0004.5%Consumer DiscretionaryGFSGlobalFoundries$16,482,000$16,482,000 â–²New Holding200,0004.4%TechnologyTXNTexas Instruments$16,393,850$16,393,850 â–²New Holding55,0004.4%TechnologyTSMTaiwan Semiconductor Manufacturing$11,939,2500.0%25,0003.2%TechnologyAMATApplied Materials$10,845,000$14,460,000 â–¼-57.1%15,0002.9%TechnologyDIGITALOCEAN HLDGS INC$8,636,650$8,636,650 â–²New Holding55,0002.3%COMBABAAlibaba Group$7,198,500$7,198,500 â–¼-50.0%75,0001.9%Consumer DiscretionarySESEA$7,187,250$7,187,250 â–²New Holding75,0001.9%Consumer DiscretionaryCIFRCipher Mining$3,062,500$3,062,500 â–²New Holding125,0000.8%TechnologyFOXAFOX$2,086,400$2,086,400 â–²New Holding40,0000.6%Communication ServicesAMZNAmazon.com$0$26,033,750 â–¼-100.0%00.0%Consumer DiscretionaryADIAnalog Devices$0$12,725,600 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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