Charles Jigarjian

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

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$153.7M (−4%)

Holdings11

Top holdingAlphabet Inc

Below band1

13F × valuation

Valuation posture

Of 5 valued US positions, 1 trade below a conservative value band (as of 2026-07-20):

Paypal Hldgs IncPYPL13% · below

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Alphabet IncGOOGL	$47.4M	—	43	165,000	30.9%	Core 8q
Taiwan Semiconfuctor Mfg LtdTSM	$33.4M	—	27	110,000	21.7%	Core 8q
Apple IncAAPL	$25.4M	—	29	100,000	16.5%	Core 8q
Berkshire Hathaway IncBRK.A	$21.5M	—	17	30	14.0%	Core 8q
Berkley W R CorpWRB	$7.0M	—	4	100,000	4.6%	No trim 5q
Paypal Hldgs IncPYPL	$5.5M	Below value	10	95,000	3.6%	—
Applied Matls Inc	$5.1M	—	—	20,000	3.3%	—
Shift4 Pmts IncFOUR	$4.4M	—	3	70,000	2.9%	—
Molina Healthcare IncMOH	$1.7M	—	6	10,000	1.1%	—
Uber Technologies IncUBER	$1.1M	—	15	13,000	0.7%	—
Mercadolibre IncMELI	$1.0M	—	13	500	0.7%	—
Invesco Qqq TrPUT	$146,600	—	—	100	—	—

Alphabet IncGOOGLCore 8q
Value$47.4MValuation—Holders43Weight30.9%
Taiwan Semiconfuctor Mfg LtdTSMCore 8q
Value$33.4MValuation—Holders27Weight21.7%
Apple IncAAPLCore 8q
Value$25.4MValuation—Holders29Weight16.5%
Berkshire Hathaway IncBRK.ACore 8q
Value$21.5MValuation—Holders17Weight14.0%
Berkley W R CorpWRBNo trim 5q
Value$7.0MValuation—Holders4Weight4.6%
Paypal Hldgs IncPYPL—
Value$5.5MValuationBelow valueHolders10Weight3.6%
Applied Matls Inc—
Value$5.1MValuation—Holders—Weight3.3%
Shift4 Pmts IncFOUR—
Value$4.4MValuation—Holders3Weight2.9%
Molina Healthcare IncMOH—
Value$1.7MValuation—Holders6Weight1.1%
Uber Technologies IncUBER—
Value$1.1MValuation—Holders15Weight0.7%
Mercadolibre IncMELI—
Value$1.0MValuation—Holders13Weight0.7%
Invesco Qqq TrPUT—
Value$146,600Valuation—Holders—Weight—

What is a superinvestor

About this investor

Portfolio overview

7g Capital Management, Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 11 positions worth $153.7M. The top 5 holdings represent 88% of that value, a concentrated portfolio.

The single largest position is Alphabet Inc at 30.9% of the portfolio, followed by Taiwan Semiconfuctor Mfg Ltd at 21.7% and Apple Inc at 16.5%.

Against the prior quarter, Charles Jigarjian opened 0 new positions, exited 0, added to 0, and trimmed 0.

Across all 8 quarters on file, Alphabet Inc has appeared in every filing, as has Taiwan Semiconfuctor 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 2026-03-31 · filed 2026-05-15

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