Institutional Fund
7g Capital Management, LLC
New York, NYCIK 17203506 filings on record
Portfolio Value
$167.82M
Q1 2026
Holdings
10
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+4.4%
from $160.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc28.3%
- Taiwan Semiconductor Mfg Ltd22.2%
- Apple Inc15.1%
- Berkshire Hathaway Inc Del12.8%
- Uber Technologies Inc5.4%
- Progressive Corp4.7%
- Other11.5%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 165.0K | $47.45M | 28.3% | 0 | Held |
| 2 | Taiwan Semiconductor Mfg Ltd | 110.0K | $37.17M | 22.2% | 0 | Held |
| 3 | Apple Inc | 100.0K | $25.38M | 15.1% | 0 | Held |
| 4 | Berkshire Hathaway Inc Del | 30 | $21.54M | 12.8% | 0 | Held |
| 5 | Uber Technologies Inc | 125.0K | $8.99M | 5.4% | +112.0K | Added |
| 6 | Progressive Corp | 40.0K | $7.93M | 4.7% | +40.0K | New |
| 7 | Mercadolibre Inc | 4.2K | $7.23M | 4.3% | +3.7K | Added |
| 8 | Berkley W R Corp | 100.0K | $6.63M | 3.9% | 0 | Held |
| 9 | Crocs Inc | 41.5K | $3.45M | 2.1% | +41.5K | New |
| 10 | Applied Matls Inc | 6.0K | $2.05M | 1.2% | −14.0K | Reduced |