7G Capital Management, LLC 13F Holdings · Q2 2026
7G Capital Management, LLC reported 10 securities worth $218.60M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (26.97%), TSM (15.84%), AAPL (13.24%). Among its top 25 positions this quarter: 1 new, 3 added, 1 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $59.0M | 26.97% | 165,000 | Hold |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $34.6M | 15.84% | 72,500 | Trimmed |
| 3 | AAPL | APPLE INC | $28.9M | 13.24% | 100,000 | Hold |
| 4 | UBER | UBER TECHNOLOGIES INC | $27.8M | 12.71% | 385,000 | Added |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $22.5M | 10.28% | 30 | Hold |
| 6 | MELI | MERCADOLIBRE INC | $17.0M | 7.76% | 10,000 | Added |
| 7 | CROX | CROCS INC | $9.5M | 4.33% | 78,500 | Added |
| 8 | PGR | PROGRESSIVE CORP | $8.7M | 4.00% | 40,000 | Hold |
| 9 | WRB | Berkley W R Corp | $7.1M | 3.23% | 100,000 | Hold |
| 10 | ADBE | ADOBE INC | $3.6M | 1.64% | 17,500 | New |
| 11 | Applied MATLS Inc | $0 | 0.00% | 0 | Exited | |
| 12 | QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR