Charles Jigarjian - 7G Capital Management Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 13, 2026, the 7G Capital Management portfolio balances reported a total equity value of $218.60M across 10 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight ALPHABET INC (GOOGL) as the single largest position, accounting for 27.0% of total equity value, followed by TAIWAN SEMICONDUCTOR MFG LTD (TSM), APPLE INC (AAPL), UBER TECHNOLOGIES INC (UBER), and others. Collectively, the top five holdings represent 79.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.