本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
7G CAPITAL MANAGEMENT, LLC (CIK 1720350) reported $218.6M across 10 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($59.0M, 26.97%), TSM ($34.6M, 15.84%), AAPL ($28.9M, 13.24%), UBER ($27.8M, 12.71%), BRK/A ($22.5M, 10.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $59.0M | 26.97% | 165,000 | Hold |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $34.6M | 15.84% | 72,500 | Trimmed |
| 3 | AAPL | APPLE INC | $28.9M | 13.24% | 100,000 | Hold |
| 4 | UBER | UBER TECHNOLOGIES INC | $27.8M | 12.71% | 385,000 | Added |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $22.5M | 10.28% | 30 | Hold |
| 6 | MELI | MERCADOLIBRE INC | $17.0M | 7.76% | 10,000 | Added |
| 7 | CROX | CROCS INC | $9.5M | 4.33% | 78,500 | Added |
| 8 | PGR | PROGRESSIVE CORP | $8.7M | 4.00% | 40,000 | Hold |
| 9 | WRB | Berkley W R Corp | $7.1M | 3.23% | 100,000 | Hold |
| 10 | ADBE | ADOBE INC | $3.6M | 1.64% | 17,500 | New |
| 11 | Applied MATLS Inc | $0 | 0.00% | 0 | Exited | |
| 12 | QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30