3G Capital Partners LP
NEW YORK NY · SEC CIK 0001421669
$3.73亿2026Q2 申报市值
18持仓数
82.0%前十大占比 · 第一大 13.7%
9 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DELL 新建仓+$3,883.14万
INTC 新建仓+$3,490.75万
SNDK 新建仓+$2,046.36万
NBIS 新建仓+$1,795.11万
GFS 新建仓+$1,648.20万
2026Q2 卖出最多 按季末市值估算
META 减仓-$3,098.09万
AMZN 清仓-$2,603.38万
AMAT 减仓-$1,446.00万
MELI 减仓-$1,273.04万
ADI 清仓-$1,272.56万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | $5,101.05万 | 13.67% | 775,000 | 87,500 | 12.7% | $575.92万 | 加仓 |
| APP | APPLOVIN CORP | $4,894.69万 | 13.11% | 95,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $3,883.14万 | 10.40% | 90,000 | 90,000 | — | $3,883.14万 | 新建仓 |
| INTC | INTEL CORP | $3,490.75万 | 9.35% | 250,000 | 250,000 | — | $3,490.75万 | 新建仓 |
| GOOGL | ALPHABET INC | $3,216.33万 | 8.62% | 90,000 | -22,500 | -20.0% | -$804.08万 | 减仓 |
| META | META PLATFORMS INC | $2,816.45万 | 7.55% | 50,000 | -55,000 | -52.4% | -$3,098.09万 | 减仓 |
| SNDK | SANDISK CORP | $2,046.36万 | 5.48% | 9,000 | 9,000 | — | $2,046.36万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $1,795.11万 | 4.81% | 65,000 | 65,000 | — | $1,795.11万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $1,697.39万 | 4.55% | 10,000 | -7,500 | -42.9% | -$1,273.04万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $1,648.20万 | 4.42% | 200,000 | 200,000 | — | $1,648.20万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $1,639.38万 | 4.39% | 55,000 | 55,000 | — | $1,639.38万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,193.92万 | 3.20% | 25,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1,084.50万 | 2.91% | 15,000 | -20,000 | -57.1% | -$1,446.00万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $863.66万 | 2.31% | 55,000 | 55,000 | — | $863.66万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $719.85万 | 1.93% | 75,000 | -75,000 | -50.0% | -$719.85万 | 减仓 |
| SE | SEA LTD | $718.73万 | 1.93% | 75,000 | -75,000 | -50.0% | -$718.73万 | 重新持有 |
| CIFR | CIPHER DIGITAL INC | $306.25万 | 0.82% | 125,000 | 125,000 | — | $306.25万 | 新建仓 |
| FOXA | FOX CORP | $208.64万 | 0.56% | 40,000 | 40,000 | — | $208.64万 | 新建仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -125,000 | -100.0% | -$2,603.38万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$1,272.56万 | 清仓 |