Charles Jigarjian - 7G Capital Management 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 13, 2026, the 7G Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - Adobe Inc., Crocs, Inc., Progressive Corporation (The)

Increases - MercadoLibre, Inc., Uber Technologies, Inc.

Reductions - Taiwan Semiconductor Manufactur

Complete Exits - Applied Materials, Shift4 Payments, Inc., Molina Healthcare Inc, PayPal Holdings, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	ADBE Adobe Inc.	Adobe Inc.	Buy - Position Entry	+17,500	-	$3.59M	17,500
Q2 2026	AMAT Applied Materials	Applied Materials	Sell - Position Exit	-20,000	-100.0%	$0.00	-
Q2 2026	CROX Crocs, Inc.	Crocs, Inc.	Buy - Position Entry	+78,500	-	$9.47M	78,500
Q2 2026	FOUR Shift4 Payments, Inc.	Shift4 Payments, Inc.	Sell - Position Exit	-70,000	-100.0%	$0.00	-
Q2 2026	MELI MercadoLibre, Inc.	MercadoLibre, Inc.	Buy	+9,500	+1900.0%	$16.97M	10,000
Q2 2026	MOH Molina Healthcare Inc	Molina Healthcare Inc	Sell - Position Exit	-10,000	-100.0%	$0.00	-
Q2 2026	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy - Position Entry	+40,000	-	$8.74M	40,000
Q2 2026	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell - Position Exit	-95,000	-100.0%	$0.00	-
Q2 2026	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-37,500	-34.1%	$34.62M	72,500
Q2 2026	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy	+372,000	+2861.5%	$27.78M	385,000
Q4 2025	AMAT Applied Materials	Applied Materials	Sell	-25,000	-55.6%	$5.14M	20,000
Q4 2025	FOUR Shift4 Payments, Inc.	Shift4 Payments, Inc.	Buy - Position Entry	+70,000	-	$4.41M	70,000
Q4 2025	MELI MercadoLibre, Inc.	MercadoLibre, Inc.	Buy	+400	+400.0%	$1.01M	500
Q4 2025	MOH Molina Healthcare Inc	Molina Healthcare Inc	Buy - Position Entry	+10,000	-	$1.74M	10,000
Q4 2025	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell - Position Exit	-95,000	-100.0%	$0.00	-
Q4 2025	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy	+65,000	+216.7%	$5.55M	95,000
Q4 2025	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy - Position Entry	+13,000	-	$1.06M	13,000