7G Capital Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), 7G Capital Management, LLC reported 8 stock positions worth $227.6 million. Its top holding was Apple (AAPL) at 68.3% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 8.7%) and Alphabet Class A (GOOGL, 7.5%). Compared with Q1 2024, it opened 1 new position and reduced 1. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale Alibaba Group Holding-SP ADR (BABA, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001720350
- Portfolio Value
- $227.6M (Q2 2024)
- SEC Filing
- 0001720350-24-000008 ↗ filed Aug 15, 2024
Holdings Value
Holdings 8 stocks · $227.6M
| AAPL Apple Inc. | 68.31% | 700,000 | $155.5M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 8.69% | 30 | $19.8M | No change |
| GOOGL Alphabet Inc. Class A | 7.54% | 100,000 | $17.2M | No change |
| OXY Occidental Petroleum Corp. | 5.54% | 200,000 | $12.6M | No change |
| BABA Alibaba Group Holding-SP ADR | 4.00% | 115,500 | $9.1M | Reduce -23.0% |
| TSM Taiwan Semiconductor-SP ADR | 3.53% | 48,500 | $8.0M | No change |
| Applied MATLS Inc | 2.33% | 25,000 | $5.3M | No change |
| NVDA Nvidia Corp. | 0.05% | 1,000 | $117K | New |
Portfolio Sells Q1 2024 → Q2 2024
| BABA Alibaba Group Holding-SP ADR | Reduce -23.0% | 4.00% | −1.72 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | New | 0.05% | +0.05 |
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 |