7G Capital Management
7G Capital Management
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
11
Market Value
$153.7M
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| GOOGL | 30.8% | 32.1% | 25.7% | 22.6% |
| TSM | 21.7% | 20.8% | 19.7% | 19.4% |
| AAPL | 16.5% | 16.9% | 16.3% | 17.2% |
| BRK.A | 14.0% | 14.1% | 14.5% | 17.0% |
| WRB | 4.6% | 4.4% | 4.9% | 5.7% |
| PYPL | 3.6% | 3.5% | 1.3% | - |
| - Applied MATLS Inc | - | - | - | - |
| FOUR | 2.9% | 2.7% | - | - |
| MOH | 1.1% | 1.1% | - | - |
| UBER | 0.7% | 0.7% | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
TSM+27.87%
GOOGL+26.51%
AAPL+16.61%
BRK.A+2.67%
Sector Analysis
Financials22.9%
Healthcare1.2%
Technology43.3%
Communication Services31.9%
Consumer Discretionary0.7%
Trading Summary
No stocks in this category