7G CAPITAL MANAGEMENT, LLC
CIK
1720350
Location
NEW YORK, NY
Portfolio Value
Small
$218,595,965
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,206
/ 8,795
▲ 23
· as of Jun 2026
Top Industry
Internet Content & Information
27.0%
3Y Alpha vs SPY
+4.9%
Period ended 3 months ago
Filed Aug 13, 2026 · 55d
23 quarters · since Dec 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
27.0%
−1.6 pts
Top 5
79.0%
−5.7 pts
Top 10
100.0%
0.0 pts
HHI
1,529
Moderately concentrated−288
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.4% | $94,929,275 |
| Communication Services | 27.0% | $58,966,050 |
| Financial Services | 17.5% | $38,256,500 |
| Consumer Cyclical | 12.1% | $26,444,140 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −37,500 | 72,500 | $34,623,825 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADBE | Adobe Inc. | 17,500 | $3,587,850 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
10 tracked positions ·
$218,595,965 total
· filing declares
10 positions · $218,595,965
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 165,000 | $58,966,050 | 26.97% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 72,500 | $34,623,825 | 15.84% | |
| AAPL |
Apple Inc.
Technology
|
Held | 100,000 | $28,936,000 | 13.24% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 385,000 | $27,781,600 | 12.71% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 30 | $22,465,500 | 10.28% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 10,000 | $16,973,900 | 7.76% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
Added | 78,500 | $9,470,240 | 4.33% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Held | 40,000 | $8,738,000 | 4.00% | |
| WRB |
Berkley W R Corp
Financial Services
|
Held | 100,000 | $7,053,000 | 3.23% | |
| ADBE |
Adobe Inc.
Technology
|
NEW | 17,500 | $3,587,850 | 1.64% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.