7G Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 21, 2026), 7G Capital Management, LLC reported 10 stock positions worth $167.8 million. Its top holding was Alphabet Class A (GOOGL) at 28.3% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 22.2%) and Apple (AAPL, 15.1%). Compared with Q4 2025, it opened 2 new positions, sold out of 3, added to 2 and reduced 1. The biggest buy was a new position in Progressive (PGR) and the biggest sale an exit from PayPal (PYPL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001720350
- Portfolio Value
- $167.8M (Q1 2026)
- SEC Filing
- 0001720350-26-000004 ↗ filed May 21, 2026
Holdings Value
Holdings 10 stocks · $167.8M
| GOOGL Alphabet Inc. Class A | 28.27% | 165,000 | $47.4M | No change |
| TSM Taiwan Semiconductor-SP ADR | 22.15% | 110,000 | $37.2M | No change |
| AAPL Apple Inc. | 15.12% | 100,000 | $25.4M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 12.84% | 30 | $21.5M | No change |
| UBER Uber Technologies Inc. | 5.36% | 125,000 | $9.0M | Add +861.5% |
| PGR Progressive Corp. | 4.73% | 40,000 | $7.9M | New |
| MELI MercadoLibre Inc. | 4.31% | 4,180 | $7.2M | Add +736.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 3.95% | 100,000 | $6.6M | No change |
| CROX Crocs Inc. | 2.05% | 41,500 | $3.4M | New |
| Applied MATLS Inc | 1.22% | 6,000 | $2.1M | Reduce -70.0% |
Options reported separately and not counted above: INVESCO QQQ TR puts ($391K).
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
Options Activity Q4 2025 → Q1 2026
| INVESCO QQQ TR | put | New | 200 | $391K |
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 |