Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

7G CAPITAL MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

7G CAPITAL MANAGEMENT, LLC (CIK 1720350) reported $168.2M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($47.4M, 28.21%), TSM ($37.2M, 22.10%), AAPL ($25.4M, 15.09%), BRK/A ($21.5M, 12.81%), UBER ($9.0M, 5.35%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGLAlphabet Inc$47.4M28.21%165,000Hold
2TSMTaiwan Semiconductor Mfg LTD$37.2M22.10%110,000Hold
3AAPLApple Inc$25.4M15.09%100,000Hold
4BRK/ABerkshire Hathaway Inc Del$21.5M12.81%30Hold
5UBERUBER TECHNOLOGIES INC$9.0M5.35%125,000Added
6PGRPROGRESSIVE CORP$7.9M4.71%40,000New
7MELIMERCADOLIBRE INC$7.2M4.30%4,180Added
8WRBBerkley W R Corp$6.6M3.94%100,000Hold
9CROXCROCS INC$3.4M2.05%41,500New
10Applied MATLS Inc$2.1M1.22%6,000Trimmed
11QQQINVESCO QQQ TR$390,8000.23%200New
12MOHMOLINA HEALTHCARE INC$00.00%0Exited
13PYPLPAYPAL HLDGS INC$00.00%0Exited
14FOURSHIFT4 PMTS INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31