7G Capital Management, LLC holds a concentrated book of 10 reported positions worth $218.6M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Adobe Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Alphabet Inc-CL A at 27% of the reported non-option book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as 7G Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 10 / 10 | $268.5B |
| Punch Card Management L.P. | 2 / 10 | $178.2M |
| Hikari Tsushin, Inc. | 2 / 10 | $1.0B |
| Marcho Partners LLP | 2 / 10 | $108.7M |
| Prospect Hill Management, LLC | 2 / 10 | $156.4M |
| Hoffman, Alan N Investment Management | 2 / 10 | $102.7M |
| Independent Investors Inc | 3 / 10 | $299.7M |
| Keywise Capital Management (HK) Ltd | 2 / 10 | $404.1M |
Ranked by the share of each fund's own book sitting in the names it shares with 7G Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $59.0M | 165.0K | 27.0% | —Held | |
| 2 | Taiwan Semiconductor MFG Ltd Sponsored ADS | $34.6M | 72.5K | 15.8% | ▼−34% Reduced · −38K sh | |
| 3 | Apple Inc COM | $28.9M | 100.0K | 13.2% | —Held | |
| 4 | Uber Technologies Inc COM | $27.8M | 385.0K | 12.7% | ▲+208% Added · +260K sh | |
| 5 | Berkshire Hathaway Inc Del CL A | $22.5M | 30 | 10.3% | —Held | |
| 6 | Mercadolibre Inc COM | $17.0M | 10.0K | 7.8% | ▲+139% Added · +6K sh | |
| 7 | Crocs Inc COM | $9.5M | 78.5K | 4.3% | ▲+89% Added · +37K sh | |
| 8 | Progressive Corp COM | $8.7M | 40.0K | 4.0% | —Held | |
| 9 | Berkley W R Corp COM | $7.1M | 100.0K | 3.2% | —Held | |
| 10 | Adobe Inc COM | $3.6M | 17.5K | 1.6% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1720350/holdings"
Use Arkolith to show 7G CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 10 | $218.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 21, 2026 | 51d | 11 | $168.2M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 11 | $160.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 10 | $156.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 7 | $128.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 8 | $116.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 6 | $113.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 8 | $232.3M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 46d | 8 | $227.6M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 40d | 7 | $189.8M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | May 10, 2024 | 131d | 7 | $194.8M | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | May 10, 2024 | 223d | 9 | $180.6M | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | May 10, 2024 | 315d | 9 | $193.9M | 13F-HR/A |
| Q1 2023 | Mar 31, 2023 | May 10, 2024 | 406d | 9 | $168.8M | 13F-HR/A |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 8 | $150.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 25, 2022 | 25d | 7 | $155.5M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 43d | 7 | $154.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 40d | 6 | $183.6M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 18, 2022 | 18d | 5 | $169.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.