7G Capital Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), 7G Capital Management, LLC reported 7 stock positions worth $189.8 million. Its top holding was Apple (AAPL) at 63.3% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 10.0%) and Alphabet Class A (GOOGL, 8.0%). Compared with Q4 2023, it added to 2. The biggest buy was Occidental Petroleum (OXY, shares +21%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001720350
- Portfolio Value
- $189.8M (Q1 2024)
- SEC Filing
- 0001720350-24-000003 ↗ filed May 10, 2024
Holdings Value
Holdings 7 stocks · $189.8M
| AAPL Apple Inc. | 63.25% | 700,000 | $120.0M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 10.03% | 30 | $19.0M | No change |
| GOOGL Alphabet Inc. Class A | 7.95% | 100,000 | $15.1M | No change |
| OXY Occidental Petroleum Corp. | 6.85% | 200,000 | $13.0M | Add +21.2% |
| BABA Alibaba Group Holding-SP ADR | 5.72% | 150,000 | $10.9M | No change |
| TSM Taiwan Semiconductor-SP ADR | 3.48% | 48,500 | $6.6M | No change |
| Applied MATLS Inc | 2.72% | 25,000 | $5.2M | Add +25.0% |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| OXY Occidental Petroleum Corp. | Add +21.2% | 6.85% | +1.79 |
| Applied MATLS Inc | Add +25.0% | 2.72% | +1.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $218.6M | GOOGL, TSM, AAPL, UBER, BRK.A |
| Q1 2026Amended | 10 | $167.8M | GOOGL, TSM, AAPL, BRK.A, UBER |
| Q4 2025 | 11 | $160.8M | GOOGL, TSM, AAPL, BRK.A, WRB |
| Q3 2025 | 10 | $156.0M | GOOGL, TSM, AAPL, BRK.A, NVDA |
| Q2 2025 | 7 | $128.5M | GOOGL, TSM, AAPL, BRK.A, NVDA |
| Q1 2025 | 8 | $116.7M | AAPL, BRK.A, GOOGL, TSM, BABA |
| Q4 2024 | 6 | $113.6M | AAPL, GOOGL, BRK.A, TSM, Applied MATLS Inc |
| Q3 2024 | 8 | $232.3M | AAPL, BRK.A, GOOGL, BABA, TSM |
| Q2 2024 | 8 | $227.6M | AAPL, BRK.A, GOOGL, OXY, BABA |
| Q1 2024 | 7 | $189.8M | AAPL, BRK.A, GOOGL, OXY, BABA |