7G CAPITAL MANAGEMENT, LLC Long-Term Concentrated

Location: New York, NY

CIK: 0001720350 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 13, 2026

Total Value: $219M (100.0% shares, 0.0% debt)

Holdings (10)

New Positions (1)

ADBE ADOBE INC 1.6%

Value $3.588M Shares 17,500 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ADBE	ADOBE INC	17,500	$3.588M	1.6%	—	—	COM	00724F101

Increased Positions (3)

UBER UBER TECHNOLOGIES INC 12.7%

Value $27.78M (+209.0%) Shares 385,000 (+208.0%) Est. Cost — Unrealized —

MELI MERCADOLIBRE INC 7.8%

Value $16.97M (+134.9%) Shares 10,000 (+139.2%) Est. Cost — Unrealized —

CROX CROCS INC 4.3%

Value $9.47M (+174.9%) Shares 78,500 (+89.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UBER	UBER TECHNOLOGIES INC	385,000 (+208.0%)	$27.78M (+209.0%)	12.7%	—	—	COM	90353T100
MELI	MERCADOLIBRE INC	10,000 (+139.2%)	$16.97M (+134.9%)	7.8%	—	—	COM	58733R102
CROX	CROCS INC	78,500 (+89.2%)	$9.47M (+174.9%)	4.3%	—	—	COM	227046109

Exited Positions (2)

— Applied MATLS Inc 0.9%

Value $2.051M Shares 6,000 Est. Cost — Unrealized —

— INVESCO QQQ TR 0.2%

Value $391K Shares 200 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Applied MATLS Inc	6,000	$2.051M	0.9%	—	—	—	138222105
—	INVESCO QQQ TR	200	$391K	0.2%	—	—	PUT	46090E953

Decreased Positions (1)

TSM TAIWAN SEMICONDUCTOR MFG LTD 15.8%

Value $34.62M (-6.9%) Shares 72,500 (-34.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MFG LTD	72,500 (-34.1%)	$34.62M (-6.9%)	15.8%	—	—	Sponsored ADS	874039100

Unchanged Positions (5)

GOOGL ALPHABET INC 27.0%

Value $58.97M Shares 165,000 Est. Cost — Unrealized —

AAPL APPLE INC 13.2%

Value $28.94M Shares 100,000 Est. Cost — Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 10.3%

Value $22.47M Shares 30 Est. Cost — Unrealized —

PGR PROGRESSIVE CORP 4.0%

Value $8.738M Shares 40,000 Est. Cost — Unrealized —

WRB Berkley W R Corp 3.2%

Value $7.053M Shares 100,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	165,000	$58.97M	27.0%	—	—	CAP STK CL A	02079K305
AAPL	APPLE INC	100,000	$28.94M	13.2%	—	—	COM	037833100
BRK/A	BERKSHIRE HATHAWAY INC DEL	30	$22.47M	10.3%	—	—	CL A	084670108
PGR	PROGRESSIVE CORP	40,000	$8.738M	4.0%	—	—	COM	743315103
WRB	Berkley W R Corp	100,000	$7.053M	3.2%	—	—	COM	084423102