7G CAPITAL MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
10
Total value ($000)
$218,596
Net value change ($000)
+50,388 (30.0%)
New positions
1
Sold out positions
1
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UBER 18,791 209.0%
GOOGL 11,519 24.3%
MELI 9,747 134.9%
CROX 6,025 174.9%
ADBE 3,588 NEW
AAPL 3,557 14.0%
BRK-B 922 4.3%
PGR 808 10.2%
WRB 425 6.4%
Top Reduces (Value $000, Stocks/ETFs)
TSM -2,551 -6.9%
Applied MATLS Inc -2,051 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type