Charles Jigarjian

Net buying

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 (+30%)

Holdings10

Top holdingAlphabet Inc

Below band1

New

Added

Exited

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

13F × valuation

Valuation posture

Of 6 valued US positions, 1 trade below a conservative value band (as of 2026-10-16):

Adobe IncADBE29% · below

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Alphabet IncGOOGL	$59.0M	—	40	165,000	27.0%	Core · 8 quarters
Taiwan Semiconductor Mfg LtdTSM	$34.6M	—	28	72,500	15.8%	Core · 8 quarters
Apple IncAAPL	$28.9M	—	27	100,000	13.2%	Core · 8 quarters
Uber Technologies IncUBER	$27.8M	—	15	385,000	12.7%	Adding · 3 quarters
Berkshire Hathaway IncBRK.A	$22.5M	—	17	30	10.3%	Core · 8 quarters
Mercadolibre IncMELI	$17.0M	—	10	10,000	7.8%	Adding · 4 quarters
Crocs IncCROX	$9.5M	—	9	78,500	4.3%	Big new position
Progressive CorpPGR	$8.7M	—	10	40,000	4.0%	—
Berkley W R CorpWRB	$7.1M	—	5	100,000	3.2%	No trims · 6 quarters
Adobe IncADBE	$3.6M	Below value	12	17,500	1.6%	—

Alphabet IncGOOGLCore · 8 quarters
Value$59.0MValuation—Holders40Weight27.0%
Taiwan Semiconductor Mfg LtdTSMCore · 8 quarters
Value$34.6MValuation—Holders28Weight15.8%
Apple IncAAPLCore · 8 quarters
Value$28.9MValuation—Holders27Weight13.2%
Uber Technologies IncUBERAdding · 3 quarters
Value$27.8MValuation—Holders15Weight12.7%
Berkshire Hathaway IncBRK.ACore · 8 quarters
Value$22.5MValuation—Holders17Weight10.3%
Mercadolibre IncMELIAdding · 4 quarters
Value$17.0MValuation—Holders10Weight7.8%
Crocs IncCROXBig new position
Value$9.5MValuation—Holders9Weight4.3%
Progressive CorpPGR—
Value$8.7MValuation—Holders10Weight4.0%
Berkley W R CorpWRBNo trims · 6 quarters
Value$7.1MValuation—Holders5Weight3.2%
Adobe IncADBE—
Value$3.6MValuationBelow valueHolders12Weight1.6%

Exited this quarter (1)Applied Matls Inc

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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 1 new position, exited 1, added to 3, and trimmed 1. The largest new buy was Adobe Inc. The most notable sale was the full exit from Applied Matls 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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