Charles Jigarjian - 7G Capital Management 13F Portfolio Holdings (Q2 2026)
According to the SEC 13F filed on Aug 13, 2026, the 7G Capital Management portfolio is valued at approximately $218.60M across 10 publicly traded holdings as of quarter-end Jun 30, 2026. This profile highlights the top investments led by ALPHABET INC (GOOGL), TAIWAN SEMICONDUCTOR MFG LTD (TSM), APPLE INC (AAPL), UBER TECHNOLOGIES INC (UBER), and others. Explore insights into portfolio composition, sector allocation, and recent trade activity.
7G Capital Management's stock portfolio spans 10 holdings across 4 sectors, with a total market value of $218.60M. The Technology sector represents the largest allocation, while the top holdings account for nearly 100% of the total portfolio value. ALPHABET INC remains the single largest position at 27.0% of all equity investments.
Complete Holdings
Showing 10 of 10 holdings.
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 26.97% | 165,000 | - | - | $58.97M |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 15.84% | 72,500 | -37,500 | -34.09% | $34.62M |
| APPLE INC | AAPL | Technology | 13.24% | 100,000 | - | - | $28.94M |
| UBER TECHNOLOGIES INC | UBER | Technology | 12.71% | 385,000 | +372,000 | +2861.54% | $27.78M |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 10.28% | 30 | - | - | $22.47M |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 7.76% | 10,000 | +9,500 | +1900.00% | $16.97M |
| CROCS INC | CROX | Consumer Cyclical | 4.33% | 78,500 | +78,500 | +100.00% | $9.47M |
| PROGRESSIVE CORP | PGR | Financial Services | 4.00% | 40,000 | +40,000 | +100.00% | $8.74M |
| Berkley W R Corp | WRB | Financial Services | 3.23% | 100,000 | - | - | $7.05M |
| ADOBE INC | ADBE | Technology | 1.64% | 17,500 | +17,500 | +100.00% | $3.59M |
Holdings by Sector
| Sector | Allocation | Value |
|---|---|---|
| Technology | 43.43% | $94.93M |
| Communication Services | 26.97% | $58.97M |
| Financial Services | 17.50% | $38.26M |
| Consumer Cyclical | 12.10% | $26.44M |
Portfolio insights
According to the SEC 13F filed on Aug 13, 2026, the 7G Capital Management portfolio holds 10 securities valued at $218.60M as of quarter-end Jun 30, 2026. The Technology sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.