7G Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), 7G Capital Management, LLC reported 7 stock positions worth $128.5 million. Its top holding was Alphabet Class A (GOOGL) at 22.6% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 19.4%) and Apple (AAPL, 17.2%). Compared with Q1 2025, it sold out of 1, added to 5 and reduced 1. The biggest buy was Nvidia (NVDA, shares +217%) and the biggest sale Apple (AAPL, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001720350
- Portfolio Value
- $128.5M (Q2 2025)
- SEC Filing
- 0001720350-25-000006 ↗ filed Aug 14, 2025
Holdings Value
Holdings 7 stocks · $128.5M
| GOOGL Alphabet Inc. Class A | 22.63% | 165,000 | $29.1M | Add +22.2% |
| TSM Taiwan Semiconductor-SP ADR | 19.39% | 110,000 | $24.9M | Add +37.5% |
| AAPL Apple Inc. | 17.16% | 107,500 | $22.1M | Reduce -28.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 17.01% | 30 | $21.9M | No change |
| NVDA Nvidia Corp. | 11.68% | 95,000 | $15.0M | Add +216.7% |
| Applied MATLS Inc | 6.41% | 45,000 | $8.2M | Add +28.6% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 5.72% | 100,000 | $7.3M | Add +0.9% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |