7g Capital Management, LLC reported 10 holdings worth US$219M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
7g Capital Management, LLC reported 10 holdings worth US$219M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Taiwan Semiconductor Manufacturing Co., Ltd. and Apple Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$219M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 165K | US$59M | 27.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 72,500 | US$34.6M | 15.8% |
| Apple Inc | 100K | US$28.9M | 13.2% |
| Uber Technologies, Inc. | 385K | US$27.8M | 12.7% |
| Berkshire Hathaway Inc. | 44,896 | US$22.5M | 10.3% |
| Mercadolibre, Inc. | 10,000 | US$17M | 7.8% |
| Crocs, Inc. | 78,500 | US$9.47M | 4.3% |
| Progressive Corporation (the) | 40,000 | US$8.74M | 4.0% |
| W.r. Berkley Corporation | 100K | US$7.05M | 3.2% |
| Adobe Inc. | 17,500 | US$3.59M | 1.6% |