StockDriftsStockDriftsTop 10 7g Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 26.97% | 165.0K | $59.0M | +0.00%(+0) | $134.65(+155.14%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 15.84% | 72.5K | $34.6M | -34.09%(-37.50K) | $146.91(+192.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 13.24% | 100.0K | $28.9M | +0.00%(+0) | $121.24(+149.31%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 12.71% | 385.0K | $27.8M | +2861.54%(+372.00K) | $71.67(+5.15%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 10.28% | 30 | $22.5M | +0.00%(+0) | $333908.00(+135.32%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 7.76% | 10.0K | $17.0M | +1900.00%(+9.50K) | $1687.16(+8.37%) | 2026-06-30 | |
| CROX | CROCS INC | 4.33% | 78.5K | $9.5M | new | $100.32(+31.08%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP | 4% | 40.0K | $8.7M | new | $209.92(-1.21%) | 2026-06-30 | |
| WRB | Berkley W R Corp | 3.23% | 100.0K | $7.1M | +0.00%(+0) | $64.91(+7.42%) | 2026-06-30 | |
| ADBE | ADOBE INC | 1.64% | 17.5K | $3.6M | new | $223.08(+15.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +30.29% | +121.15% | +18.93% | +137.89% |
| Top 20 Holdings Unweighted | +22.97% | +85.95% | +13.15% | +85.45% |
7g Capital Management LLC reports $218.60M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (27.0%), TSM (15.8%) and AAPL (13.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +121.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 7g Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1720350). View 7g Capital Management LLC’s 13F filings on SEC