7g Capital Management, LLC reported 10 positions worth $218.60M for the quarter ended Jun 30, 2026, up 47.1% on the prior quarter. It opened 3 new positions, added to 2, trimmed 1 and exited 3. Its largest holding is Alphabet Inc. at 27% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 165.0K | $58.97M | 26.97% | 0 | 0.0% | Unchanged | 0% |
| 2 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 72.5K | $34.62M | 15.84% | -37.5K | -34.1% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 100.0K | $28.94M | 13.24% | 0 | 0.0% | Unchanged | 0% |
| 4 | UBER Uber Technologies, Inc | Technology | 385.0K | $27.78M | 12.71% | +372.0K | +2,861.5% | Added | 0.02% |
| 5 | BRK-A Berkshire Hathaway Inc | Financial Services | 30 | $22.47M | 10.28% | 0 | 0.0% | Unchanged | 0.01% |
| 6 | MELI Mercadolibre Inc | Technology | 10.0K | $16.97M | 7.76% | +9,500 | +1,900.0% | Added | 0.02% |
| 7 | CROX Crocs, Inc. | Consumer Discretionary | 78.5K | $9.47M | 4.33% | +78.5K | – | New | 0.16% |
| 8 | PGR Progressive Corp | Financial Services | 40.0K | $8.74M | 4% | +40.0K | – | New | 0.01% |
| 9 | WRB Berkley W R Corp | Financial Services | 100.0K | $7.05M | 3.23% | 0 | 0.0% | Unchanged | 0.03% |
| 10 | ADBE Adobe Inc. | Technology | 17.5K | $3.59M | 1.64% | +17.5K | – | New | 0% |
Tip. Select a row to see that position’s full history at 7G Capital Management.
As of its Q2 2026 13F filing, 7g Capital Management, LLC’s five largest positions were Alphabet Inc. (GOOGL) at 27.0%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 15.8%, Apple Inc. (AAPL) at 13.2%, Uber Technologies, Inc (UBER) at 12.7%, Berkshire Hathaway Inc (BRK-A) at 10.3% of the reported portfolio.
7g Capital Management, LLC reported a 13F portfolio worth $218.60M across 10 positions for Q2 2026. That is up 47.1% from the previous quarter.
Its largest purchases by value were Uber Technologies, Inc ($26.84M), Mercadolibre Inc ($16.13M), Crocs, Inc. ($9.47M). It opened 3 new positions.
Its largest sales by value were Taiwan Semiconductor Manufacturing Co Ltd ($17.91M), PayPal Holdings, Inc. ($5.55M), Shift4 Payments, Inc. ($4.41M). It exited 3 positions entirely.
From the Form 13F-HR reports 7g Capital Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.