7G Capital Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), 7G Capital Management, LLC reported 10 stock positions worth $156.0 million. Its top holding was Alphabet Class A (GOOGL) at 25.7% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 19.7%) and Apple (AAPL, 16.3%). Compared with Q2 2025, it opened 3 new positions and reduced 1. The biggest buy was a new position in PayPal (PYPL) and the biggest sale Apple (AAPL, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001720350
- Portfolio Value
- $156.0M (Q3 2025)
- SEC Filing
- 0001720350-25-000008 ↗ filed Nov 13, 2025
Holdings Value
Holdings 10 stocks · $156.0M
| GOOGL Alphabet Inc. Class A | 25.71% | 165,000 | $40.1M | No change |
| TSM Taiwan Semiconductor-SP ADR | 19.69% | 110,000 | $30.7M | No change |
| AAPL Apple Inc. | 16.32% | 100,000 | $25.5M | Reduce -7.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 14.50% | 30 | $22.6M | No change |
| NVDA Nvidia Corp. | 11.36% | 95,000 | $17.7M | No change |
| Applied MATLS Inc | 5.91% | 45,000 | $9.2M | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 4.91% | 100,000 | $7.7M | No change |
| PYPL PayPal Holdings Inc. | 1.29% | 30,000 | $2.0M | New |
| NVIDIA CORPORATION | 0.15% | 450 | $236K | New |
| MELI MercadoLibre Inc. | 0.15% | 100 | $234K | New |
Portfolio Sells Q2 2025 → Q3 2025
| AAPL Apple Inc. | Reduce -7.0% | 16.32% | −0.84 |
Portfolio Buys Q2 2025 → Q3 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 |