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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
+$19.9M
Cap. Flow %
9.11%
Top 10 Hldgs %
100%
Holding
12
New
1
Increased
3
Reduced
1
Closed
2
Avg Time Held Equity + Options
8.6 quarters
Top 10 Avg Time Held Equity + Options
8.4 quarters
Top 20 Avg Time Held Equity + Options
8.6 quarters
Avg Time Held Equity only
8.6 quarters
Top 10 Avg Time Held Equity only
8.4 quarters
Top 20 Avg Time Held Equity only
8.6 quarters

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 Held Since
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.26T
$59M 26.97%
165,000
– –
2022 Q2
16 quarters
TSM icon
2
TSMC
TSM
$2.38T
$34.6M 15.84%
72,500
-37,500
-34% -$15.2M
2022 Q4
14 quarters
AAPL icon
3
Apple
AAPL
$4.97T
$28.9M 13.24%
100,000
– –
2020 Q4
22 quarters
UBER icon
4
Uber
UBER
$143B
$27.8M 12.71%
385,000
+260,000
+208% +$19.1M
2025 Q4
2 quarters
BRK.A icon
5
Berkshire Hathaway Class A
BRK.A
$1.09T
$22.5M 10.28%
30
– –
2020 Q4
22 quarters
MELI icon
6
Mercado Libre
MELI
$94.1B
$17M 7.77%
10,000
+5,820
+139% +$9.94M
2025 Q3
3 quarters
CROX icon
7
Crocs
CROX
$5.6B
$9.47M 4.33%
78,500
+37,000
+89% +$4.04M
2026 Q1
1 quarter
PGR icon
8
Progressive
PGR
$127B
$8.74M 4%
40,000
– –
2026 Q1
1 quarter
WRB icon
9
W.R. Berkley
WRB
$26.7B
$7.05M 3.23%
100,000
– –
2025 Q1
5 quarters
ADBE icon
10
Adobe
ADBE
$95.8B
$3.59M 1.64%
+17,500
New +$4.15M
2026 Q2
0 quarters
QQQ icon
11
PUT
Invesco QQQ Trust
QQQ
$504B
– –
-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 $19.9M 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.