7G CAPITAL MANAGEMENT, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PROGRESSIVE CORP(PGR) | 0 | 40,000 | +40,000 | 0 | 7,929,600 | 4.73% | +7,929,600 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 125,000 | +125,000 | 0 | 8,991,250 | 5.36% | +8,991,250 |
| MERCADOLIBRE INC(MELI) | 0 | 4,180 | +4,180 | 0 | 7,227,304 | 4.31% | +7,227,304 |
| Taiwan Semiconductor Mfg LTD(TSM) | 0 | 110,000 | +110,000 | 0 | 37,174,500 | 22.15% | +37,174,500 |
| CROCS INC(CROX) | 0 | 41,500 | +41,500 | 0 | 3,445,330 | 2.05% | +3,445,330 |
| INVESCO QQQ TR(Put) | 0 | 200 | +200 | 0 | 390,800 | — | +390,800 |
| Berkley W R Corp | 0 | 100,000 | +100,000 | 0 | 6,628,000 | 3.95% | +6,628,000 |
| Berkshire Hathaway Inc Del | 0 | 30 | +30 | 0 | 21,544,200 | 12.84% | +21,544,200 |
| MOLINA HEALTHCARE INC(MOH) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Apple Inc(AAPL) | 0 | 100,000 | +100,000 | 0 | 25,379,000 | 15.12% | +25,379,000 |
| Applied MATLS Inc | 0 | 6,000 | +6,000 | 0 | 2,050,740 | 1.22% | +2,050,740 |
| Alphabet Inc(GOOG) | 0 | 165,000 | +165,000 | 0 | 47,447,400 | 28.27% | +47,447,400 |
| SHIFT4 PMTS INC(FOUR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PAYPAL HLDGS INC(PYPL) | 0 | 0 | 0 | 0 | 0 | — | 0 |