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13F holdings · Q2 2026

7G Capital Management

New York, NY · files as 7G Capital Management, LLC
Holdings as of Jun 30, 2026Filed Aug 13, 2026Next filing due Nov 16, 2026CIK 1720350

7G Capital Management reported 10 stocks worth $219M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are GOOGL (27.0%), TSM (15.8%) and AAPL (13.2%). Compared with Q1 2026, the fund opened new positions in ADBE, added to UBER, MELI and CROX and trimmed TSM.

Reported value$219M+30.3% vs last quarter
Stocks held101 new · 1 sold out
Top 5 weight79.0%very concentrated
Turnover26%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
GOOGL
Alphabet Inc
$59M27.0%165KNo change8 of 8
2
TSM
Taiwan Semiconductor Mfg Ltd
$34.6M15.8%73K−38K (−34%)8 of 8
3
AAPL
Apple Inc
$28.9M13.2%100KNo change8 of 8
4
UBER
Uber Technologies Inc
$27.8M12.7%385K+260K (+208%)3 of 8
5
BRK.A
Berkshire Hathaway Inc Dclass A
$22.5M10.3%30No change8 of 8
6
MELI
Mercadolibre Inc
$17M7.8%10K+5,820 (+139%)4 of 8
7
CROX
Crocs Inc
$9.5M4.3%79K+37K (+89%)2 of 8
8
PGR
Progressive Corp
$8.7M4.0%40KNo change2 of 8
9
WRB
Berkley W R
$7.1M3.2%100KNo change6 of 8
10
ADBE
Adobe Inc
$3.6M1.6%18KNew position1 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
Applied MATLS Inc
$2.1M6,000

Reported value

last 8 quarters
$232MQ3 '24
$114MQ4 '24
$117MQ1 '25
$129MQ2 '25
$156MQ3 '25
$161MQ4 '25
$168MQ1 '26
$219MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 13, 202613F-HRQ2 2026SEC filing ↗

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7G Capital Management 13F FAQ

What does 7G Capital Management own?

7G Capital Management reported 10 stocks worth $219M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are GOOGL (27.0%), TSM (15.8%) and AAPL (13.2%). The table above lists every position in the filing (the top 10 without an account).

What did 7G Capital Management buy and sell in Q2 2026?

Compared with Q1 2026: 1 new positions, 3 added to, 1 trimmed and 1 sold out. New positions include ADBE.

When will 7G Capital Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is 7G Capital Management's portfolio worth?

The Q2 2026 filing reports $219M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.