Charles Jigarjian - 7G Capital Management Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, 7G Capital Management disclosed 10 stock positions valued at approximately $218.60M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, TAIWAN SEMICONDUCTOR MFG LTD, and APPLE INC.

Report Period
June 30, 2026
No. of Stocks
10
Portfolio Value
$218.60M
Holdings by Sector
7G Capital Management Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INCGOOGLCommunication Services26.97%165,000--$58,966,050
TAIWAN SEMICONDUCTOR MFG LTDTSMTechnology15.84%72,500-37,500-34.09%$34,623,825
APPLE INCAAPLTechnology13.24%100,000--$28,936,000
UBER TECHNOLOGIES INCUBERTechnology12.71%385,000+372,000+2861.54%$27,781,600
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services10.28%30--$22,465,500
MERCADOLIBRE INCMELIConsumer Cyclical7.76%10,000+9,500+1900.00%$16,973,900
CROCS INCCROXConsumer Cyclical4.33%78,500+78,500+100.00%$9,470,240
PROGRESSIVE CORPPGRFinancial Services4.00%40,000+40,000+100.00%$8,738,000
Berkley W R CorpWRBFinancial Services3.23%100,000--$7,053,000
ADOBE INCADBETechnology1.64%17,500+17,500+100.00%$3,587,850
Showing 10 of 10 holdings in the latest reporting period.