Charles Jigarjian's Portfolio Shifts: Significant Changes in Top Holdings for Q1 2026
Charles Jigarjian's portfolio at 7G Capital Management, valued at $153.7 million as of March 2026, shows notable changes in stock positions, including substantial increases and decreases in key holdings.
As of March 31, 2026, investor Charles Jigarjian, managing funds through 7G Capital Management, saw significant shifts in his portfolio holdings, with a total value of $153.7 million. The disclosed activity primarily revolves around changes in shares for several top stocks.
Notably, Charles Jigarjian increased his stake in PayPal Holdings (PYPL) by a substantial 216.67%, adding 65,000 shares to reach a total of 95,000 shares, representing a portfolio allocation of 3.61%. This significant purchase also includes a position in Applied Materials (AMAT), where he added 25,000 shares, albeit from a base of 25,000 shares previously held, increasing the allocation to 3.34%. The investor also bolstered his position in SHIFT4 Payments (FOUR) by 100%, acquiring an additional 70,000 shares to reach 70,000 shares, now accounting for 2.87% of the portfolio.
Conversely, Jigarjian reduced his position in Molteno Healthcare (MOH) by 55.56%, selling off half of his 20,000 shares, leaving him with 10,000 shares valued at $1.735 million (1.13% allocation). He also decreased his stake in Uber Technologies (UBER) by 100%, selling all 13,000 shares he held, reducing the allocation to 0.69%.
Furthermore, the investor disclosed a new position in MercadoLibre (MELI), acquiring an additional 400 shares, bringing the total to 500 shares valued at $1.007 million (0.66% allocation). This represents a 400% increase in shares for this stock.
No information is available regarding any fully exited positions or changes in holdings outside the top six stocks listed. For detailed insights into Charles Jigarjian's investment strategy and performance, readers can visit his profile at https://www.insiderset.com/investor/charles-jigarjian-7g-capital-management. Information on the specific companies involved can be found at https://www.insiderset.com/investors/stocks/PYPL, https://www.insiderset.com/investors/stocks/AMAT, https://www.insiderset.com/investors/stocks/FOUR, https://www.insiderset.com/investors/stocks/MOH, and https://www.insiderset.com/investors/stocks/UBER.