Charles Jigarjian

Mostly held

7g Capital Management, Llc — managed by Charles Jigarjian; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-13) · Source: SEC EDGAR

Portfolio value$218.6M (+42%)

Holdings10 (−1)

Top holdingAlphabet Inc

Below band2

New

Added

Exited

By what price implies: 2 demand a demanding growth rate, 6 modest.

13F × valuation

Valuation posture

Of 6 valued US positions, 2 trade below a conservative value band (as of 2026-09-01):

Adobe IncADBE17% · below
Berkley W R CorpWRB1% · below

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Alphabet IncGOOGL	$59.0M	—	41	165,000	27.0%	Core 8q
Taiwan Semiconductor Mfg LtdTSM	$34.6M	—	28	72,500	15.8%	Core 8q
Apple IncAAPL	$28.9M	—	28	100,000	13.2%	Core 8q
Uber Technologies IncUBER	$27.8M	—	15	385,000	12.7%	Big new
Berkshire Hathaway IncBRK.A	$22.5M	—	17	30	10.3%	Core 8q
Mercadolibre IncMELI	$17.0M	—	10	10,000	7.8%	Big new
Crocs IncCROX	$9.5M	—	9	78,500	4.3%	Big new
Progressive CorpPGR	$8.7M	—	10	40,000	4.0%	Big new
Berkley W R CorpWRB	$7.1M	Below value	5	100,000	3.2%	No trim 6q
Adobe IncADBE	$3.6M	Below value	13	17,500	1.6%	—

Alphabet IncGOOGLCore 8q
Value$59.0MValuation—Holders41Weight27.0%
Taiwan Semiconductor Mfg LtdTSMCore 8q
Value$34.6MValuation—Holders28Weight15.8%
Apple IncAAPLCore 8q
Value$28.9MValuation—Holders28Weight13.2%
Uber Technologies IncUBERBig new
Value$27.8MValuation—Holders15Weight12.7%
Berkshire Hathaway IncBRK.ACore 8q
Value$22.5MValuation—Holders17Weight10.3%
Mercadolibre IncMELIBig new
Value$17.0MValuation—Holders10Weight7.8%
Crocs IncCROXBig new
Value$9.5MValuation—Holders9Weight4.3%
Progressive CorpPGRBig new
Value$8.7MValuation—Holders10Weight4.0%
Berkley W R CorpWRBNo trim 6q
Value$7.1MValuationBelow valueHolders5Weight3.2%
Adobe IncADBE—
Value$3.6MValuationBelow valueHolders13Weight1.6%

Exited this quarter (4)Paypal Hldgs Inc、Applied Matls Inc、Shift4 Pmts Inc、Molina Healthcare Inc

What is a superinvestor

About this investor

Portfolio overview

7g Capital Management, Llc's most recent 13F filing, for the quarter ended 2026-06-30, reports 10 positions worth $218.6M. The top 5 holdings represent 79% of that value, a concentrated portfolio.

The single largest position is Alphabet Inc at 27.0% of the portfolio, followed by Taiwan Semiconductor Mfg Ltd at 15.8% and Apple Inc at 13.2%.

Against the prior quarter, Charles Jigarjian opened 3 new positions, exited 4, added to 2, and trimmed 1. The largest new buy was Crocs Inc. The most notable sale was the full exit from Paypal Hldgs Inc.

Across all 8 quarters on file, Alphabet Inc has appeared in every filing, as has Taiwan Semiconductor Mfg Ltd. Alphabet Inc currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Charles Jigarjian has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-13

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