Charles Jigarjian - 7G Capital Management 13F Activity & Position Changes (Q1 2026)

As of Mar 31, 2026, the 7G Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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 Q1 2026, the filing reported:

New Buys - Shift4 Payments, Inc., Molina Healthcare Inc, Uber Technologies, Inc.

Increases - MercadoLibre, Inc., PayPal Holdings, Inc.

Reductions - Applied Materials

Complete Exits - NVIDIA Corporation

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
Q1 2026	AMAT Applied Materials	Applied Materials	Sell	-25,000	-55.6%	$5.14M	20,000
Q1 2026	FOUR Shift4 Payments, Inc.	Shift4 Payments, Inc.	Buy - Position Entry	+70,000	-	$4.41M	70,000
Q1 2026	MELI MercadoLibre, Inc.	MercadoLibre, Inc.	Buy	+400	+400.0%	$1.01M	500
Q1 2026	MOH Molina Healthcare Inc	Molina Healthcare Inc	Buy - Position Entry	+10,000	-	$1.74M	10,000
Q1 2026	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell - Position Exit	-95,000	-100.0%	$0.00	-
Q1 2026	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy	+65,000	+216.7%	$5.55M	95,000
Q1 2026	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy - Position Entry	+13,000	-	$1.06M	13,000
Q3 2025	AAPL Apple Inc.	Apple Inc.	Sell	-7,500	-7.0%	$25.46M	100,000
Q3 2025	MELI MercadoLibre, Inc.	MercadoLibre, Inc.	Buy - Position Entry	+100	-	$233.69K	100
Q3 2025	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy - Position Entry	+30,000	-	$2.01M	30,000