7G Capital Management
Charles Jigarjian
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
10
Market Value
$218.6M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
1
G
$GOOGL
Alphabet Inc.
27.0%
% of Portfolio
Unchanged
2T
$TSM
Taiwan Semiconductor Manufacturing Company Limited
15.8%
% of Portfolio
Decreased 34.09%
3A
$AAPL
Apple Inc.
13.2%
% of Portfolio
Unchanged
4U
$UBER
Uber Technologies, Inc.
12.7%
% of Portfolio
Increased 2861.54%
5B
$BRK.A
Berkshire Hathaway Inc.
10.3%
% of Portfolio
Unchanged
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| GOOGL | 27.0% | 30.8% | 32.1% | 25.7% |
| TSM | 15.8% | 21.7% | 20.8% | 19.7% |
| AAPL | 13.2% | 16.5% | 16.9% | 16.3% |
| UBER | 12.7% | 0.7% | 0.7% | - |
| BRK.A | 10.3% | 14.0% | 14.1% | 14.5% |
| MELI | 7.8% | 0.7% | 0.6% | 0.1% |
| CROX | 4.3% | - | - | - |
| PGR | 4.0% | - | - | - |
| WRB | 3.2% | 4.6% | 4.4% | 4.9% |
| ADBE | 1.6% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
UBER+8.86%
MELI+13.23%
AAPL+7.58%
BRK.A-0.57%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
TSM-12.89%
GOOGL-4.67%
Sector Analysis
Financials17.5%
Healthcare0.0%
Technology43.4%
Communication Services27.0%
Consumer Discretionary12.1%