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7CM

7G Capital Management Portfolio holdings

AUM $219M
1-Year Est. Return 51.67%
This Fund
S&P 500
This Quarter Est. Return
+17.61%
1 Year Est. Return
+51.67%
3 Year Est. Return
+136.69%
5 Year Est. Return
+202.02%
10 Year Est. Return
–
AUM
$219M
AUM Growth
+$50.4M
Cap. Flow
+$19.5M
Cap. Flow %
8.94%
Top 10 Hldgs %
100%
Holding
12
New
1
Increased
3
Reduced
1
Closed
2

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$19.1M
2
MELI icon
Mercado Libre
MELI
+$9.94M
3
ADBE icon
Adobe
ADBE
+$4.15M
4
CROX icon
Crocs
CROX
+$4.04M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$15.2M

Sector Composition

Rank Sector Weight
1 Technology 43.43%
2 Communication Services 26.97%
3 Financials 17.5%
4 Consumer Discretionary 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.17T
$59M 26.97%
165,000
– –
TSM icon
2
TSMC
TSM
$2.16T
$34.6M 15.84%
72,500
-37,500
-34% -$15.2M
AAPL icon
3
Apple
AAPL
$4.54T
$28.9M 13.24%
100,000
– –
UBER icon
4
Uber
UBER
$160B
$27.8M 12.71%
385,000
+260,000
+208% +$19.1M
BRK.A icon
5
Berkshire Hathaway Class A
BRK.A
$1.06T
$22.5M 10.28%
30
– –
MELI icon
6
Mercado Libre
MELI
$97.4B
$17M 7.77%
10,000
+5,820
+139% +$9.94M
CROX icon
7
Crocs
CROX
$5.9B
$9.47M 4.33%
78,500
+37,000
+89% +$4.04M
PGR icon
8
Progressive
PGR
$128B
$8.74M 4%
40,000
– –
WRB icon
9
W.R. Berkley
WRB
$25.7B
$7.05M 3.23%
100,000
– –
ADBE icon
10
Adobe
ADBE
$108B
$3.59M 1.64%
+17,500
New +$4.15M
QQQ icon
11
PUT
Invesco QQQ Trust
QQQ
$484B
– –
-200
Closed -$391K

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7G Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, 7G Capital Management held 12 positions worth $219M, up 30% from $168M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

7G Capital Management deployed $19.5M of net new capital in Q2 2026, opening 1 new position and adding to 3 existing holdings. Its largest new stake was Adobe: 17,500 shares worth $3.59M.

By sector, the portfolio is most concentrated in Technology at 43% of assets, up from 43% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was TSMC, an estimated $15.2M trimmed.

  • 7G Capital Management's largest Q2 2026 buy was Adobe: 17,500 shares worth $3.59M.
  • 7G Capital Management added most to Uber in Q2 2026, an estimated $19.1M increase.
  • 7G Capital Management's biggest Q2 2026 reduction was TSMC, cutting an estimated $15.2M.
  • 7G Capital Management's ten largest holdings make up 100% of its $219M portfolio in Q2 2026.
  • 7G Capital Management opened 1 new position and closed 2 in Q2 2026.
  • 7G Capital Management's portfolio value rose 30% quarter-over-quarter to $219M.

Based on 7G Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.