3G Capital Partners LP
NEW YORK NY · SEC CIK 0001421669
$2.82亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 21.3%
2 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMAT 新建仓+$1,196.27万
BABA 加仓+$940.95万
GOOGL 加仓+$934.57万
META 加仓+$858.20万
TSM 新建仓+$844.88万
2026Q1 卖出最多 按季末市值估算
MSFT 清仓-$4,352.58万
TBBB 清仓-$1,836.45万
GSHD 清仓-$1,657.12万
CPNG 清仓-$1,651.30万
ADI 重新持有-$1,590.70万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $6,007.36万 | 21.32% | 105,000 | 15,000 | 16.7% | $858.20万 | 加仓 |
| CVNA | CARVANA CO | $4,322.73万 | 15.34% | 137,500 | -12,500 | -8.3% | -$392.98万 | 减仓 |
| APP | APPLOVIN CORP | $3,781.00万 | 13.42% | 95,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $3,235.05万 | 11.48% | 112,500 | 32,500 | 40.6% | $934.57万 | 加仓 |
| MELI | MERCADOLIBRE INC | $3,025.78万 | 10.74% | 17,500 | -7,500 | -30.0% | -$1,296.77万 | 减仓 |
| AMZN | AMAZON COM INC | $2,603.38万 | 9.24% | 125,000 | -5,000 | -3.8% | -$104.14万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,881.90万 | 6.68% | 150,000 | 75,000 | 100.0% | $940.95万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,272.56万 | 4.52% | 40,000 | -50,000 | -55.6% | -$1,590.70万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $1,196.27万 | 4.25% | 35,000 | 35,000 | — | $1,196.27万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $844.88万 | 3.00% | 25,000 | 25,000 | — | $844.88万 | 新建仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -90,000 | -100.0% | -$4,352.58万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TBBB | BBB FOODS INC | $0 | 0.00% | 0 | -550,000 | -100.0% | -$1,836.45万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -225,000 | -100.0% | -$1,657.12万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -700,000 | -100.0% | -$1,651.30万 | 清仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $0 | 0.00% | 0 | -175,000 | -100.0% | -$689.50万 | 清仓 |