7G CAPITAL MANAGEMENT, LLC
13F Reported Value
ⓘ$218.6M
Holdings
10
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
7G CAPITAL MANAGEMENT, LLC disclosed 10 positions worth $218.6M in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 27.0% of the equity portfolio, followed by $TSM and $AAPL. During the quarter the fund opened 3 new positions and exited 5 — including a new stake in $CROX and a full exit from $PYPL. The portfolio is most concentrated in Technology (70.4% of disclosed assets). All figures are sourced directly from 7G CAPITAL MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1720350.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$59.0M165,000 sh - $34.6M72,500 sh
- 76.4#84
Quality
$28.9M100,000 sh - 73.5
Quality
$27.8M385,000 sh - 73.8
Quality
$22.5M30 sh - 80.2
Quality
$17.0M10,000 sh - 58.0
Quality
$9.5M78,500 sh - 80.1
Quality
$8.7M40,000 sh - 68.6
Quality
$7.1M100,000 sh - 77.6
Quality
$3.6M17,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 78.2#57 | $59.0M | 165,000 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $34.6M | 72,500 |
 Apple Inc.$AAPL | 76.4#84 | $28.9M | 100,000 |
 Uber Technologies, Inc$UBER | 73.5 | $27.8M | 385,000 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8 | $22.5M | 30 |
 MERCADOLIBRE INC$MELI | 80.2 | $17.0M | 10,000 |
 Crocs, Inc.$CROX | 58.0 | $9.5M | 78,500 |
 PROGRESSIVE CORP/OH/$PGR | 80.1 | $8.7M | 40,000 |
 BERKLEY W R CORP$WRB | 68.6 | $7.1M | 100,000 |
 ADOBE INC.$ADBE | 77.6 | $3.6M | 17,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of 7G CAPITAL MANAGEMENT, LLC's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Technology
$153.9M
Financials
$38.3M
Consumer Discretionary
$26.4M
Full Holdings — 7G CAPITAL MANAGEMENT, LLC (Q2 2026)
All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $59.0M | 27.0% | +0% | 78.2 |
| 2 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $34.6M | 15.8% | -34% | — |
| 3 | $AAPL | Apple Inc. | $28.9M | 13.2% | +0% | 76.4 |
| 4 | $UBER | Uber Technologies, Inc | $27.8M | 12.7% | +2862% | 73.5 |
| 5 | $BRK.A | BERKSHIRE HATHAWAY INC | $22.5M | 10.3% | +0% | 73.8 |
| 6 | $MELI | MERCADOLIBRE INC | $17.0M | 7.8% | +1900% | 80.2 |
| 7 | $CROX | Crocs, Inc. | $9.5M | 4.3% | NEW | 58 |
| 8 | $PGR | PROGRESSIVE CORP/OH/ | $8.7M | 4.0% | NEW | 80.1 |
| 9 | $WRB | BERKLEY W R CORP | $7.1M | 3.2% | +0% | 68.6 |
| 10 | $ADBE | ADOBE INC. | $3.6M | 1.6% | NEW | 77.6 |
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AI-Powered Hedge Fund Analysis: 7G CAPITAL MANAGEMENT, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For 7G CAPITAL MANAGEMENT, LLC (SEC CIK: 1720350), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in 7G CAPITAL MANAGEMENT, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.