7G Capital Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), 7G Capital Management, LLC reported 11 stock positions worth $160.8 million. Its top holding was Alphabet Class A (GOOGL) at 32.1% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 20.8%) and Apple (AAPL, 16.9%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 2 and reduced 1. The biggest buy was a new position in SHIFT4 Payments Class A (FOUR) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001720350
- Portfolio Value
- $160.8M (Q4 2025)
- SEC Filing
- 0001720350-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 11 stocks · $160.8M
| GOOGL Alphabet Inc. Class A | 32.11% | 165,000 | $51.6M | No change |
| TSM Taiwan Semiconductor-SP ADR | 20.79% | 110,000 | $33.4M | No change |
| AAPL Apple Inc. | 16.91% | 100,000 | $27.2M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 14.08% | 30 | $22.6M | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 4.36% | 100,000 | $7.0M | No change |
| PYPL PayPal Holdings Inc. | 3.45% | 95,000 | $5.5M | Add +216.7% |
| Applied MATLS Inc | 3.20% | 20,000 | $5.1M | Reduce -55.6% |
| FOUR SHIFT4 Payments Inc. Class A | 2.74% | 70,000 | $4.4M | New |
| MOH Molina Healthcare Inc. | 1.08% | 10,000 | $1.7M | New |
| UBER Uber Technologies Inc. | 0.66% | 13,000 | $1.1M | New |
| MELI MercadoLibre Inc. | 0.63% | 500 | $1.0M | Add +400.0% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Sold out | 0.00% | −11.36 |
| Applied MATLS Inc | Reduce -55.6% | 3.20% | −2.71 |
| NVIDIA CORPORATION | Sold out | 0.00% | −0.15 |
Portfolio Buys Q3 2025 → Q4 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 |