7G Capital Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), 7G Capital Management, LLC reported 8 stock positions worth $232.3 million. Its top holding was Apple (AAPL) at 70.2% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 8.9%) and Alphabet Class A (GOOGL, 7.9%). Compared with Q2 2024, it added to 1 and reduced 1. The biggest buy was Alphabet Class A (GOOGL, shares +10%) and the biggest sale Occidental Petroleum (OXY, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001720350
- Portfolio Value
- $232.3M (Q3 2024)
- SEC Filing
- 0001720350-24-000011 ↗ filed Nov 12, 2024
Holdings Value
Holdings 8 stocks · $232.3M
| AAPL Apple Inc. | 70.21% | 700,000 | $163.1M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 8.93% | 30 | $20.7M | No change |
| GOOGL Alphabet Inc. Class A | 7.85% | 110,000 | $18.2M | Add +10.0% |
| BABA Alibaba Group Holding-SP ADR | 5.28% | 115,500 | $12.3M | No change |
| TSM Taiwan Semiconductor-SP ADR | 3.63% | 48,500 | $8.4M | No change |
| Applied MATLS Inc | 2.17% | 25,000 | $5.1M | No change |
| OXY Occidental Petroleum Corp. | 1.89% | 85,000 | $4.4M | Reduce -57.5% |
| NVDA Nvidia Corp. | 0.05% | 1,000 | $121K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| OXY Occidental Petroleum Corp. | Reduce -57.5% | 1.89% | −3.66 |
Portfolio Buys Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Add +10.0% | 7.85% | +0.32 |
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 |