Q2 2026 13F · SEC CIK 1720350
7g Capital Management, LLC
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $218.6M
- Reported positions
- 10
- Top holdings a year, 3 yrs
- +29.3%
- Average holding period
- 2.7 yrs
7g Capital Management, LLC is a hedge fund that reported 10 positions worth $218.6M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Alphabet Inc (GOOGL, 27.0%), Taiwan Semiconductor Manufac (TSM, 15.8%), Apple Inc (AAPL, 13.2%). A portfolio copying its top holdings returned 29.3% a year over the last 3 years, against 18.4% for the S&P 500.
7g Capital Management, LLC holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| GOOGLAlphabet Inc | 27.0% | +0.0% | $59.0M |
| TSMTaiwan Semiconductor Manufac | 15.8% | -34.1% | $34.6M |
| AAPLApple Inc | 13.2% | +0.0% | $28.9M |
| UBERUber Technologies Inc | 12.7% | +208.0% | $27.8M |
| BRK-ABerkshire Hathaway Inc Del | 10.3% | +0.0% | $22.5M |
| MELIMercadolibre Inc | 7.8% | +139.2% | $17.0M |
| CROXCrocs Inc | 4.3% | +89.2% | $9.5M |
| PGRProgressive Corp | 4.0% | +0.0% | $8.7M |
| WRBBerkley W R Corp | 3.2% | +0.0% | $7.1M |
| ADBEAdobe Inc | 1.6% | — | $3.6M |
What 7g Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- ADBE Adobe Inc1.6% of 13F
Added to
- UBER Uber Technologies Inc+208.0% shares
- MELI Mercadolibre Inc+139.2% shares
- CROX Crocs Inc+89.2% shares
Reduced
- TSM Taiwan Semiconductor Manufac-34.1% shares
Sold out
- Applied MATLS Incwas 1.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +44.0% /yr
- S&P 500 +20.1%
- 3 years
- +29.3% /yr
- S&P 500 +18.4%
- 5 years
- +15.8% /yr
- S&P 500 +10.4%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $218.6M | 10 |
| Q1 2026 | $167.8M | 10 |
| Q4 2025 | $160.8M | 11 |
| Q3 2025 | $156.0M | 10 |
| Q2 2025 | $128.5M | 7 |
| Q1 2025 | $116.7M | 8 |
| Q4 2024 | $113.6M | 6 |
| Q3 2024 | $232.3M | 8 |
| Q2 2024 | $227.6M | 8 |
| Q1 2024 | $189.8M | 7 |
| Q4 2023 | $194.8M | 7 |
| Q4 2022 | $150.2M | 8 |
Questions about 7g Capital Management, LLC's portfolio
What stocks does 7g Capital Management, LLC own?
7g Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 10 positions worth $218.6M. The largest are Alphabet Inc (GOOGL) at 27.0%, Taiwan Semiconductor Manufac (TSM) at 15.8%, Apple Inc (AAPL) at 13.2%, Uber Technologies Inc (UBER) at 12.7% and Berkshire Hathaway Inc Del (BRK-A) at 10.3%.
What did 7g Capital Management, LLC buy last quarter?
In Q2 2026, 7g Capital Management, LLC added a new position in Adobe Inc (ADBE), Uber Technologies Inc (UBER) (+208.0% shares), Mercadolibre Inc (MELI) (+139.2% shares) and Crocs Inc (CROX) (+89.2% shares), compared with its Q1 2026 filing.
What did 7g Capital Management, LLC sell last quarter?
In Q2 2026, 7g Capital Management, LLC sold all of Applied MATLS Inc and Taiwan Semiconductor Manufac (TSM) (-34.1% shares), compared with its Q1 2026 filing.
How has 7g Capital Management, LLC's portfolio performed?
A portfolio copying 7g Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +29.3% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +44.0% against +20.1%. Over 5 years: +15.8% a year against +10.4%.
When is 7g Capital Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. 7g Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.