Charles Jigarjian of 7G Capital Management Increases Portfolio Exposure Amid Q2 Activity
Charles Jigarjian's portfolio at 7G Capital Management reached $218.6 million as of June 30, 2026, with Technology remaining the largest sector and notable changes observed in holdings.
As of June 30, 2026, Charles Jigarjian's portfolio managed by 7G Capital Management stands at $218.59 million. The investment strategy appears focused on specific sectors with Technology holding the largest allocation at approximately 43% ($94.9 million), followed closely by Communication Services (26.97%) and Financial Services (17.5%).
The portfolio includes ten distinct holdings, with its top five positions accounting for roughly 79% of the total value. Among these, Alphabet Inc (GOOGL) maintains a stable position at nearly one million shares ($58.96 million), while Adobe Inc (ADBE) and AIG Holdings Corp (PGR) were added this quarter.
In Technology, Charles Jigarjian significantly increased his stake in Uber Technologies Inc (UBER). The investor acquired an additional 372,000 shares during the second quarter of 2026, representing a nearly 286% increase. This substantial purchase pushed UBER's portfolio allocation to $27.78 million or about 12.7%. Conversely, Taiwan Semiconductor Manufacturing Co Ltd (TSM) saw a reduction in position by over 34%, indicating an exit from this stock.
Turning to Consumer Cyclical stocks, Charles Jigarjian demonstrated considerable buying activity during Q2. Crocs Inc (CROX), Mercadolibre Inc (MELI), and Berkshire Hathaway Inc - A (BRK-A) were all held stable at new levels this quarter.
Specifically, the investor purchased a significant amount of CROX stock, acquiring 78,500 shares ($9.47 million). Similarly, MELI saw an increase in position by nearly 190% with Charles adding 9,500 shares to his stake during Q2.
Additionally, Progressive Corp (PGR) was added as a new holding entirely this quarter, purchased at $873.8 per share for a total value of approximately $3.46 million ($3.5m). These Consumer Cyclical additions now contribute about 12% to the overall portfolio.
In Financial Services, BRK-A remains stable while PGR was added this quarter. The Technology sector allocation increased slightly from previous periods despite selling TSM and exiting some other positions.