Charles Jigarjian
7g Capital Management LLC | CIK: 0001720350
Filing Date
Aug 13, 2026
Market Value
$222.46M
Holdings
10
Turnover
14.75%
Avg. Hold (Top 20)
9.6 Qtrs
Buys
1
Sells
4
Q2 2026 Holdings
| Holding | Asset Type | Portfolio % | Recent Activity | Shares | Market Value | AVG Price Paid | Current Price | Performance | |
|---|---|---|---|---|---|---|---|---|---|
| GOOGL Alphabet | Stock | 25.90% | Unchanged | 165K | $57.62M | $134.27 | $349.22 | +160.08% | |
| TSM Taiwan Semiconductor Manufacturing Company | Stock | 13.76% | Reduced 34.09% | 72.5K | $30.61M | $145.47 | $422.25 | +190.27% | |
| AAPL Apple | Stock | 15.46% | Unchanged | 100K | $34.38M | $120.08 | $342.00 | +186.34% | |
| UBER Uber | Stock | 12.33% | Added 178.99% | 385K | $27.44M | $75.00 | $71.27 | -4.98% | |
| BRK-A Berkshire Hathaway | Stock | 10.65% | Unchanged | 30 | $23.68M | $332627.23 | $789486.00 | +137.35% | |
| MELI MercadoLibre | Stock | 8.35% | Added 113.68% | 10K | $18.57M | $1802.90 | $1856.98 | +3.00% | |
| CROX Crocs | Stock | 4.40% | Added 89.16% | 78.5K | $9.79M | $97.43 | $124.77 | +28.07% | |
| PGR The Progressive | Stock | 3.84% | Unchanged | 40K | $8.55M | $206.78 | $213.75 | +3.37% | |
| WRB W. R. Berkley | Stock | 3.33% | Unchanged | 100K | $7.4M | $61.85 | $73.97 | +19.60% | |
| ADBE Adobe | Stock | 1.98% | Bought | 17.5K | $4.4M | $231.49 | $251.67 | +8.72% |
Sold Positions (100% Exited)
| Company | Asset Type | Shares Sold | Status |
|---|---|---|---|
| PYPL Paypal Hldgs Inc | Stock | -95K | 100% Sold |
Invesco Qqq Tr | - | -100 | 100% Sold |
| FOUR Shift4 Pmts Inc | Stock | -70K | 100% Sold |
| MOH Molina Healthcare Inc | Stock | -10K | 100% Sold |
Sector Breakdown
| Sector | Weight |
|---|---|
Technology | 43.49% |
Communication Services | 25.92% |
Financial Services | 17.83% |
Consumer Cyclical | 12.76% |
Industry Breakdown
| Industry | Weight |
|---|---|
Internet Content & Information | 25.92% |
Consumer Electronics | 15.39% |
Software - Application | 14.33% |
Semiconductors | 13.77% |
Insurance - Diversified | 10.66% |
Specialty Retail | 8.35% |
Insurance - Property & Casualty | 7.17% |
Apparel - Footwear & Accessories | 4.41% |