7G CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 17203502026Q2
| Positions | 10 |
|---|---|
| Reported value | $218.6m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC | 165,000 | $59.0m | 27.0% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 72,500 | $34.6m | 15.8% |
| AAPL APPLE INC | 100,000 | $28.9m | 13.2% |
| UBER UBER TECHNOLOGIES INC | 385,000 | $27.8m | 12.7% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 30 | $22.5m | 10.3% |
| MELI MERCADOLIBRE INC | 10,000 | $17.0m | 7.8% |
| CROX CROCS INC | 78,500 | $9.5m | 4.3% |
| PGR PROGRESSIVE CORP | 40,000 | $8.7m | 4.0% |
| WRB Berkley W R Corp | 100,000 | $7.1m | 3.2% |
| ADBE ADOBE INC | 17,500 | $3.6m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1720350")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.