Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

7G CAPITAL MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

7G CAPITAL MANAGEMENT, LLC (CIK 1720350) reported $218.6M across 10 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($59.0M, 26.97%), TSM ($34.6M, 15.84%), AAPL ($28.9M, 13.24%), UBER ($27.8M, 12.71%), BRK/A ($22.5M, 10.28%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGLALPHABET INC$59.0M26.97%165,000Hold
2TSMTAIWAN SEMICONDUCTOR MFG LTD$34.6M15.84%72,500Trimmed
3AAPLAPPLE INC$28.9M13.24%100,000Hold
4UBERUBER TECHNOLOGIES INC$27.8M12.71%385,000Added
5BRK/ABERKSHIRE HATHAWAY INC DEL$22.5M10.28%30Hold
6MELIMERCADOLIBRE INC$17.0M7.76%10,000Added
7CROXCROCS INC$9.5M4.33%78,500Added
8PGRPROGRESSIVE CORP$8.7M4.00%40,000Hold
9WRBBerkley W R Corp$7.1M3.23%100,000Hold
10ADBEADOBE INC$3.6M1.64%17,500New
11Applied MATLS Inc$00.00%0Exited
12QQQINVESCO QQQ TR$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30