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7G CAPITAL MANAGEMENT, LLC

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13F filer, CIK 1720350, NEW YORK, NY

7G CAPITAL MANAGEMENT, LLC reported $160,813,460 across 11 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 99.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001720350-26-000002

Period
2025-12-31
Reported value
$161M
Holdings
11
Top 10 weight
99.37%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FOURnew+70,000$4.41M
PYPLadded+65,000$3.79M
MOHnew+10,000$1.74M
UBERnew+13,000$1.06M
MELIadded+400$806K

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

SecurityShares changeApprox. value
NVDAexited-95,000-$17.7M
Applied MATLS Increduced-25,000-$6.42M
NVIDIA CORPORATIONexited-450-$236K

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, Q4 2025

Share positions as resolved from 13F-HR 0001720350-26-000002, largest first. % of portfolio is the value over $160,813,460, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 135,000 shares; 2025Q1: 135,000 shares; 2025Q2: 165,000 shares; 2025Q3: 165,000 shares; 2025Q4: 165,000 shares 165,000$51.6M32.11%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,500 shares; 2024Q4: 48,500 shares; 2025Q1: 80,000 shares; 2025Q2: 110,000 shares; 2025Q3: 110,000 shares; 2025Q4: 110,000 shares 110,000$33.4M20.79%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,000 shares; 2024Q4: 215,000 shares; 2025Q1: 150,000 shares; 2025Q2: 107,500 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000$27.2M16.91%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30$22.6M14.08%0Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,064 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000$7.01M4.36%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 95,000 shares 95,000$5.55M3.45%+65,000Timeline
Applied MATLS IncApplied MATLS IncQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 35,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 20,000 shares 20,000$5.14M3.2%-25,000
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,000 shares 70,000$4.41M2.74%newTimeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000$1.74M1.08%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000$1.06M0.66%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 500 shares 500$1.01M0.63%+400Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION95,000$17.7Mshares
NVIDIA CORPORATIONNVIDIA CORPORATION450$236Kshares

How Q4 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001720350-26-000002 base2026-02-17acceptance time not in the bulk data set