7G Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), 7G Capital Management, LLC reported 8 stock positions worth $116.7 million. Its top holding was Apple (AAPL) at 28.5% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 20.5%) and Alphabet Class A (GOOGL, 17.9%). Compared with Q4 2024, it opened 2 new positions, added to 3 and reduced 1. The biggest buy was a new position in Alibaba Group Holding-SP ADR (BABA) and the biggest sale Apple (AAPL, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001720350
- Portfolio Value
- $116.7M (Q1 2025)
- SEC Filing
- 0001720350-25-000003 ↗ filed May 15, 2025
Holdings Value
Holdings 8 stocks · $116.7M
| AAPL Apple Inc. | 28.55% | 150,000 | $33.3M | Reduce -30.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 20.52% | 30 | $24.0M | No change |
| GOOGL Alphabet Inc. Class A | 17.88% | 135,000 | $20.9M | No change |
| TSM Taiwan Semiconductor-SP ADR | 11.38% | 80,000 | $13.3M | Add +65.0% |
| BABA Alibaba Group Holding-SP ADR | 8.50% | 75,000 | $9.9M | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 6.04% | 99,064 | $7.0M | New |
| Applied MATLS Inc | 4.35% | 35,000 | $5.1M | Add +40.0% |
| NVDA Nvidia Corp. | 2.79% | 30,000 | $3.3M | Add +2900.0% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -30.2% | 28.55% | −18.85 |
Portfolio Buys Q4 2024 → Q1 2025
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 |