Institutional Fund
3g Capital Partners LP
New York, NYCIK 14216695 filings on record
Portfolio Value
$281.71M
Q1 2026
Holdings
10
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-33.6%
from $424.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Meta Platforms Inc21.3%
- Carvana Co15.3%
- Applovin Corp13.4%
- Alphabet Inc11.5%
- Mercadolibre Inc10.7%
- Amazon Com Inc9.2%
- Other18.4%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Meta Platforms Inc | 105.0K | $60.07M | 21.3% | +15.0K | Added |
| 2 | Carvana Co | 137.5K | $43.23M | 15.3% | −12.5K | Reduced |
| 3 | Applovin Corp | 95.0K | $37.81M | 13.4% | 0 | Held |
| 4 | Alphabet Inc | 112.5K | $32.35M | 11.5% | +32.5K | Added |
| 5 | Mercadolibre Inc | 17.5K | $30.26M | 10.7% | −7.5K | Reduced |
| 6 | Amazon Com Inc | 125.0K | $26.03M | 9.2% | −5.0K | Reduced |
| 7 | Alibaba Group Hldg Ltd | 150.0K | $18.82M | 6.7% | +75.0K | Added |
| 8 | Analog Devices Inc | 40.0K | $12.73M | 4.5% | +40.0K | New |
| 9 | Applied Matls Inc | 35.0K | $11.96M | 4.2% | +35.0K | New |
| 10 | Taiwan Semiconductor Mfg Ltd | 25.0K | $8.45M | 3.0% | +25.0K | New |