7g Capital Management, LLC

13F filer · CIK 0001720350

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$219MU.S. long equity reported on 13F

Positions101 new · 0 closed

Net flow last quarter+$18.8MBuys minus sells

Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202610 positions
GOOGLAlphabet Inc.	$59M	26.97%	0.00%	Not reported	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$34.6M	15.84%	0.00%	-34.1%	Q4 2022
AAPLApple Inc.	$28.9M	13.24%	0.00%	Not reported	Q4 2020
UBERUber Technologies, Inc	$27.8M	12.71%	0.02%	+208.0%	Q4 2025
BRK.ABerkshire Hathaway Inc	$22.5M	10.28%	Not reported	Not reported	Q4 2020
MELIMercadolibre Inc	$17M	7.76%	0.02%	+139.2%	Q3 2025
CROXCrocs, Inc.	$9.47M	4.33%	0.16%	+89.2%	Q1 2026
PGRProgressive Corp	$8.74M	4.00%	0.01%	Not reported	Q1 2026
WRBBerkley W R Corp	$7.05M	3.23%	0.03%	Not reported	Q1 2025
ADBEAdobe Inc.	$3.59M	1.64%	0.00%	New	Q2 2026
Q1 2026Reported May 21, 20269 positions
GOOGLAlphabet Inc.	$47.4M	28.21%	0.00%	Not reported	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$37.2M	22.10%	0.00%	Not reported	Q4 2022
AAPLApple Inc.	$25.4M	15.09%	0.00%	Not reported	Q4 2020
BRK.ABerkshire Hathaway Inc	$21.5M	12.81%	Not reported	Not reported	Q4 2020
UBERUber Technologies, Inc	$8.99M	5.35%	0.01%	+861.5%	Q4 2025
PGRProgressive Corp	$7.93M	4.71%	0.01%	New	Q1 2026
MELIMercadolibre Inc	$7.23M	4.30%	0.01%	+736.0%	Q3 2025
WRBBerkley W R Corp	$6.63M	3.94%	0.03%	Not reported	Q1 2025
CROXCrocs, Inc.	$3.45M	2.05%	0.08%	New	Q1 2026
Q4 2025Reported Feb 17, 202610 positions
GOOGLAlphabet Inc.	$51.6M	32.11%	0.00%	Not reported	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$33.4M	20.79%	0.00%	Not reported	Q4 2022
AAPLApple Inc.	$27.2M	16.91%	0.00%	Not reported	Q4 2020
BRK.ABerkshire Hathaway Inc	$22.6M	14.08%	Not reported	Not reported	Q4 2020
WRBBerkley W R Corp	$7.01M	4.36%	0.03%	Not reported	Q1 2025
PYPLPayPal Holdings, Inc.	$5.55M	3.45%	0.01%	+216.7%	Q3 2025
FOURShift4 Payments, Inc.	$4.41M	2.74%	0.08%	New	Q4 2025
MOHMolina Healthcare, Inc.	$1.74M	1.08%	0.02%	New	Q4 2025
UBERUber Technologies, Inc	$1.06M	0.66%	0.00%	New	Q4 2025
MELIMercadolibre Inc	$1.01M	0.63%	0.00%	+400.0%	Q3 2025
Q3 2025Reported Nov 13, 20258 positions
GOOGLAlphabet Inc.	$40.1M	25.71%	0.00%	Not reported	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$30.7M	19.69%	0.00%	Not reported	Q4 2022
AAPLApple Inc.	$25.5M	16.32%	0.00%	-7.0%	Q4 2020
BRK.ABerkshire Hathaway Inc	$22.6M	14.50%	Not reported	Not reported	Q4 2020
NVDANvidia Corp	$17.7M	11.36%	0.00%	Not reported	Q2 2024
WRBBerkley W R Corp	$7.66M	4.91%	0.03%	Not reported	Q1 2025
PYPLPayPal Holdings, Inc.	$2.01M	1.29%	0.00%	New	Q3 2025
MELIMercadolibre Inc	$234K	0.15%	0.00%	New	Q3 2025

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