7G CAPITAL MANAGEMENT, LLC
CIK 1720350 · View on SEC EDGAR ↗
- Portfolio value
- $218.6M
- Positions
- 10
- As of
- June 30, 2026
#6,150 of 9,443 by 13F value · top 65.1%
Portfolio value QoQ: +30.0% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 10
- Effective number of positions
- 6.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 9.26% Est. buys $36,691,940 · sells $17,908,875
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 62.5% still held
- New positions
- 1
- Increased
- 3
- Decreased
- 1
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
30.7%
Communication Services
27.0%
Industrials
12.7%
Retail
7.8%
Financials
7.2%
Consumer Discretionary
4.3%
Other/Unmapped
10.3%
Full portfolio 10 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $58,966,050 | 26.97% | 165,000 | $11,518,650 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $34,623,825 | 15.84% | 72,500 | $-2,550,675 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $28,936,000 | 13.24% | 100,000 | $3,557,000 | |||
| UBER Uber Technologies, Inc. Common Stock | $27,781,600 | 12.71% | 385,000 | $18,790,350 | Up ×2 | ||
| BRKA | $22,465,500 | 10.28% | 30 | $921,300 | |||
| MELI MercadoLibre, Inc. - Common Stock | $16,973,900 | 7.76% | 10,000 | $9,746,596 | Up ×2 | ||
| CROX Crocs, Inc. - Common Stock | $9,470,240 | 4.33% | 78,500 | $6,024,910 | Up ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $8,738,000 | 4.00% | 40,000 | $808,400 | |||
| WRB W.R. Berkley Corporation Common Stock | $7,053,000 | 3.23% | 100,000 | $425,000 | |||
| ADBE Adobe Inc. - Common Stock | $3,587,850 | 1.64% | 17,500 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| ADBE | $3,587,850 | 17,500 | 1.64% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.