Stock Taper 
3G CAPITAL PARTNERS LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 9K | $20.46M |
 MercadoLibre, Inc. | MELI | 10K | $16.97M |
 Applied Materials, Inc. | AMAT | 15K | $10.85M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 25K | $11.94M |
 Fox Corporation | FOXA | 40K | $2.09M |
 Meta Platforms, Inc. | META | 50K | $28.16M |
 Texas Instruments Incorporated | TXN | 55K | $16.39M |
 DigitalOcean Holdings, Inc. | DOCN | 55K | $8.64M |
 Nebius Group N.V. | NBIS | 65K | $17.95M |
 Alibaba Group Holding Limited | BABA | 75K | $7.2M |
 Sea Limited | SE | 75K | $7.19M |
 Dell Technologies Inc. | DELL | 90K | $38.83M |
 Alphabet Inc. | GOOGL | 90K | $32.16M |
 AppLovin Corporation | APP | 95K | $48.95M |
 Cipher Mining Inc. | CIFR | 125K | $3.06M |
 GLOBALFOUNDRIES Inc. | GFS | 200K | $16.48M |
 Intel Corp. | INTC | 250K | $34.91M |
 Carvana Co. | CVNA | 775K | $51.01M |