7G Capital Management
NEW YORK, NYfiles as 7G CAPITAL MANAGEMENT, LLC
$219m in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 14.7% of the portfolio this quarter.
Value
$219m
Stocks
10
Top 10 share
100.0%
Turnover
14.7%
What changed this quarter
New
Bought for the first time this quarter.
- AdobeADBE1.6% of the fund
Added
Bought more of a stock they already held.
- Uber TechnologiesUBER12.7% of the fund+208%
- MercadoLibreMELI7.8% of the fund+139%
- CrocsCROX4.3% of the fund+89%
Cut
Sold some of their stake.
- Taiwan Semiconductor ManufacturingTSM15.8% of the fund-34%
Sold out
Sold their entire stake.
- Applied MATLS-100%
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 10.3%
- Value
- $22m
- Shares
- 30
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOGL | 27.0% | $59m | 165,000 | Held |
| Taiwan Semiconductor ManufacturingTSM | 15.8% | $35m | 72,500 | -34% |
| AppleAAPL | 13.2% | $29m | 100,000 | Held |
| Uber TechnologiesUBER | 12.7% | $28m | 385,000 | +208% |
| Berkshire Hathaway INC DELBRK-A | 10.3% | $22m | 30 | Held |
| MercadoLibreMELI | 7.8% | $17m | 10,000 | +139% |
| CrocsCROX | 4.3% | $9m | 78,500 | +89% |
| ProgressivePGR | 4.0% | $9m | 40,000 | Held |
| Berkley W RWRB | 3.2% | $7m | 100,000 | Held |
| AdobeADBE | 1.6% | $4m | 17,500 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 70.1% since 30 June 2025.
Where the money is
Technology38.5%
Media & telecom27.0%
Industrials12.7%
Financial services7.2%
Retail & consumer4.3%
Other10.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.