7G 资本管理 2026Q1 13F 持仓
7G Capital Management 查尔斯·吉加吉安 组合详情。
组合市值：$179,897,524；当前持仓：14；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | GOOGL | 谷歌A | $47,447,400 | 165000 | 26.37% | 持有 |
| 2 | TSM | 台积电 | $37,174,500 | 110000 | 20.66% | 持有 |
| 3 | AAPL | 苹果 | $25,379,000 | 100000 | 14.11% | 持有 |
| 4 | BRK.A | 伯克希尔A | $21,544,200 | 30 | 11.98% | 持有 |
| 5 | UBER | 优步 | $8,991,250 | 125000 | 5% | 持有 |
| 6 | PGR | 前进保险 | $7,929,600 | 40000 | 4.41% | 新增 |
| 7 | MELI | MercadoLibre, Inc. | $7,227,304 | 4180 | 4.02% | 持有 |
| 8 | WRB | W.R. Berkley Corp. | $6,628,000 | 100000 | 3.68% | 持有 |
| 9 | PYPL | PayPal | $5,546,100 | 95000 | 3.08% | 持有 |
| 10 | FOUR | Shift4 Payments, Inc. | $4,407,900 | 70000 | 2.45% | 持有 |
| 11 | CROX | 卡骆驰 | $3,445,330 | 41500 | 1.92% | 新增 |
| 12 | AIT | 应用工业技术 | $2,050,740 | 6000 | 1.14% | 持有 |
| 13 | MOH | Molina Healthcare, Inc. | $1,735,400 | 10000 | 0.96% | 持有 |
| 14 | QQQ | 纳指100ETF | $390,800 | 200 | 0.22% | 新增 |