7G Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), 7G Capital Management, LLC reported 10 stock positions worth $218.6 million. Its top holding was Alphabet Class A (GOOGL) at 27.0% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 15.8%) and Apple (AAPL, 13.2%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 3 and reduced 1. The biggest buy was Uber Technologies (UBER, shares +208%) and the biggest sale Taiwan Semiconductor-SP ADR (TSM, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001720350
- Portfolio Value
- $218.6M (Q2 2026)
- SEC Filing
- 0001104659-26-095606 ↗ filed Aug 13, 2026
Holdings Value
Holdings 10 stocks · $218.6M
| GOOGL Alphabet Inc. Class A | 26.97% | 165,000 | $59.0M | No change |
| TSM Taiwan Semiconductor-SP ADR | 15.84% | 72,500 | $34.6M | Reduce -34.1% |
| AAPL Apple Inc. | 13.24% | 100,000 | $28.9M | No change |
| UBER Uber Technologies Inc. | 12.71% | 385,000 | $27.8M | Add +208.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 10.28% | 30 | $22.5M | No change |
| MELI MercadoLibre Inc. | 7.76% | 10,000 | $17.0M | Add +139.2% |
| CROX Crocs Inc. | 4.33% | 78,500 | $9.5M | Add +89.2% |
| PGR Progressive Corp. | 4.00% | 40,000 | $8.7M | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 3.23% | 100,000 | $7.1M | No change |
| ADBE Adobe Inc. | 1.64% | 17,500 | $3.6M | New |
Portfolio Sells Q1 2026 → Q2 2026
| TSM Taiwan Semiconductor-SP ADR | Reduce -34.1% | 15.84% | −6.31 |
| Applied MATLS Inc | Sold out | 0.00% | −1.22 |
Portfolio Buys Q1 2026 → Q2 2026
Options Activity Q1 2026 → Q2 2026
| INVESCO QQQ TR | put | Sold out | 200 | $391Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $218.6M | GOOGL, TSM, AAPL, UBER, BRK.A |
| Q1 2026Amended | 10 | $167.8M | GOOGL, TSM, AAPL, BRK.A, UBER |
| Q4 2025 | 11 | $160.8M | GOOGL, TSM, AAPL, BRK.A, WRB |
| Q3 2025 | 10 | $156.0M | GOOGL, TSM, AAPL, BRK.A, NVDA |
| Q2 2025 | 7 | $128.5M | GOOGL, TSM, AAPL, BRK.A, NVDA |
| Q1 2025 | 8 | $116.7M | AAPL, BRK.A, GOOGL, TSM, BABA |
| Q4 2024 | 6 | $113.6M | AAPL, GOOGL, BRK.A, TSM, Applied MATLS Inc |
| Q3 2024 | 8 | $232.3M | AAPL, BRK.A, GOOGL, BABA, TSM |
| Q2 2024 | 8 | $227.6M | AAPL, BRK.A, GOOGL, OXY, BABA |
| Q1 2024 | 7 | $189.8M | AAPL, BRK.A, GOOGL, OXY, BABA |