One name, Taiwan Semiconductor Manufacturing (TSM), is 15.84% of what Charles Jigarjian's 7G Capital Management reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 13, 2026. The stake is 72.5K shares worth about $34.6M, the 2nd largest of 10 stock positions. Charles Jigarjian trimmed the share count by 34% in 2026 Q2.
What did the 2026 Q2 filing report for TSM?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 15.84% |
| Shares | 72.5K |
| Reported value | $34.6M |
| Rank in portfolio | 2nd of 10 |
| Largest holding | GOOGL at 26.97% |
| Top three holdings | 56.05% of the book |
| Change this quarter | -34% shares |
How concentrated is Charles Jigarjian in TSM?
TSM at 15.84% is 1.6 times the average stock position in the Charles Jigarjian portfolio, which is 10%. The largest holding is GOOGL at 26.97%. The three largest stocks together are 56.05% of the reported book. A quarter earlier TSM was 22.15% of the book.
Where does TSM sit in the Charles Jigarjian portfolio?
TSM ranks 2nd of 10 stock positions in the Charles Jigarjian portfolio at 15.84%, above the fund's average stock position of 10%. The TSM cut was the largest of the quarter's 6 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Charles Jigarjian reported 10 stock positions, with 1 opened and 1 closed. The total portfolio value is about $218.6M, up 30% from the prior quarter.
How long has Charles Jigarjian held TSM?
Charles Jigarjian first reported TSM in the quarter ended December 31, 2022. The weight peaked at 22.15% in 2026 Q1. The share count was unchanged the quarter before. Every reported trade is on the Charles Jigarjian TSM trade history page.
Did other funds buy or sell TSM in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 23 hold TSM. Of those, 2 opened it this quarter. One other tracked fund sold out of it. The largest buyers of TSM this quarter were David Tepper, Terry Smith and Sarah Ketterer. The largest sellers were Lewis Sanders, Chase Coleman III and Eagle Capital Management. Every tracked holder of TSM is on the TSM ownership page.
FAQ
What share of the Charles Jigarjian portfolio is TSM?
TSM is 15.84% of the Charles Jigarjian portfolio as of 2026 Q2, the 2nd largest of 10 stock positions.
What is the TSM stake of Charles Jigarjian worth?
Charles Jigarjian holds 72.5K shares of TSM, worth about $34.6M at June 30, 2026 prices, 15.84% of the reported portfolio.
What are the largest holdings of Charles Jigarjian?
The largest stock positions of Charles Jigarjian as of 2026 Q2 are GOOGL (26.97%), TSM (15.84%) and AAPL (13.24%), together 56.05% of the book.
Did Charles Jigarjian's 7G Capital Management change its TSM position in 2026 Q2?
Charles Jigarjian trimmed the share count by 34% in 2026 Q2.