7G CAPITAL MANAGEMENT, LLC
Follow13F filer, CIK 1720350, NEW YORK, NY
7G CAPITAL MANAGEMENT, LLC reported $128,505,825 across 7 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001720350-25-000006
- Period
- 2025-06-30
- Reported value
- $129M
- Holdings
- 7
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NVDAadded | +65,000 | $10.3M |
| TSMadded | +30,000 | $6.79M |
| GOOGLadded | +30,000 | $5.29M |
| Applied MATLS Incadded | +10,000 | $1.83M |
| WRBadded | +936 | $68.8K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BABAexited | -75,000 | -$9.92M |
| AAPLreduced | -42,500 | -$8.72M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001720350-25-000006, largest first. % of portfolio is the value over $128,505,825, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| GOOGLALPHABET INC | 165,000 | $29.1M | 22.63% | +30,000 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 110,000 | $24.9M | 19.39% | +30,000 | Timeline | ||
| AAPLAPPLE INC | 107,500 | $22.1M | 17.16% | -42,500 | Timeline | ||
| BRK-ABERKSHIRE HATHAWAY INC DEL | 30 | $21.9M | 17.01% | 0 | Timeline | ||
| NVDANVIDIA CORPORATION | 95,000 | $15M | 11.68% | +65,000 | Timeline | ||
| Applied MATLS IncApplied MATLS Inc | 45,000 | $8.24M | 6.41% | +10,000 | |||
| WRBBERKLEY W R CORP | 100,000 | $7.35M | 5.72% | +936 | Timeline |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BABAALIBABA GROUP HLDG LTD | 75,000 | $9.92M | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001720350-25-000006 | base | 2025-08-14 | acceptance time not in the bulk data set |