Charles Jigarjian's Investment Focus: Top Holdings Analysis for 7G Capital Management (Q1 2026)
Charles Jigarjian's portfolio as of March 31, 2026, highlights significant allocations in PayPal, Applied Materials, and SHIFT4 Payments, with notable share changes across several holdings.
As of March 31, 2026, Charles Jigarjian's portfolio managed by 7G Capital Management reflects a strategic allocation across several high-growth sectors. The total portfolio value stands at $153,709,060, with the top holdings showcasing significant weightings and dynamic share movements.
PayPal Holdings (PYPL) remains a cornerstone of Jigarjian's strategy, representing 3.61% of the portfolio. The position saw substantial growth, with shares increasing by 216.67% compared to the previous period, adding 65,000 shares. This significant stake underscores confidence in the fintech leader.
In the Technology sector, Applied Materials (AMAT) holds a 3.34% allocation. However, Jigarjian reduced exposure here, decreasing holdings by 55.56% or 25,000 shares. SHIFT4 Payments (FOUR), another Tech holding at 2.87%, experienced a doubling of its position, with shares increasing by 100% (70,000 shares added) during the period.
Healthcare allocation is led by Molina Healthcare (MOH) at 1.13%, where Jigarjian quintupled the position through a 100% increase in shares (10,000 shares added). The Technology sector also benefits from Uber Technologies (UBER) at 0.69%, which similarly saw its position doubled with a 100% share increase.
Consumer Cyclical exposure is represented by Mercadolibre (MELI) at 0.66%. Jigarjian significantly boosted this position, adding 400 shares (a 400% increase), highlighting an emerging focus on e-commerce and digital commerce platforms.
For detailed insights into Charles Jigarjian's investment approach and complete portfolio transparency, readers can visit his profile on Insiderset: https://www.insiderset.com/investor/charles-jigarjian-7g-capital-management. Each stock holding, including PayPal, Applied Materials, SHIFT4 Payments, Molina Healthcare, Uber Technologies, and Mercadolibre, can be explored further at their respective Insiderset pages: PYPL, AMAT, FOUR, MOH, UBER, and MELI.