Charles Jigarjian – 7G Capital Management Portfolio Activity & Recent Trades (Sep 30, 2025)
As of Sep 30, 2025, the 7G Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2025, the filing reported:
New Buys – MercadoLibre, Inc., PayPal Holdings, Inc.
Increases –
None reported
Reductions – Apple Inc.
Complete Exits –
None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Name | Type | Change Qty | % Change | Value | Remaining |
|---|---|---|---|---|---|---|---|
Q3 2025 | AAPL Apple Inc. | Apple Inc. | Sell | -7,500 | -7.0% | $25.46M | 100,000 |
Q3 2025 | MELI MercadoLibre, Inc. | MercadoLibre, Inc. | Buy - Position Entry | +100 | - | $233.69K | 100 |
Q3 2025 | PYPL PayPal Holdings, Inc. | PayPal Holdings, Inc. | Buy - Position Entry | +30,000 | - | $2.01M | 30,000 |
Q2 2025 | AAPL Apple Inc. | Apple Inc. | Sell | -42,500 | -28.3% | $22.06M | 107,500 |
Q2 2025 | AMAT Applied Materials | Applied Materials | Buy | +10,000 | +28.6% | $8.24M | 45,000 |
Q2 2025 | BABA Alibaba Group Holding Limited | Alibaba Group Holding Limited | Sell - Position Exit | -75,000 | -100.0% | $0.00 | - |
Q2 2025 | GOOGL Alphabet Inc. | Alphabet Inc. | Buy | +30,000 | +22.2% | $29.08M | 165,000 |
Q2 2025 | NVDA NVIDIA Corporation | NVIDIA Corporation | Buy | +65,000 | +216.7% | $15.01M | 95,000 |
Q2 2025 | TSM Taiwan Semiconductor Manufactur | Taiwan Semiconductor Manufactur | Buy | +30,000 | +37.5% | $24.91M | 110,000 |
Q2 2025 | WRB W.R. Berkley Corporation | W.R. Berkley Corporation | Buy | +936 | +0.9% | $7.35M | 100,000 |
Q1 2025 | AAPL Apple Inc. | Apple Inc. | Sell | -65,000 | -30.2% | $33.32M | 150,000 |
Q1 2025 | AMAT Applied Materials | Applied Materials | Buy | +10,000 | +40.0% | $5.08M | 35,000 |
Q1 2025 | BABA Alibaba Group Holding Limited | Alibaba Group Holding Limited | Buy - Position Entry | +75,000 | - | $9.92M | 75,000 |
Q1 2025 | NVDA NVIDIA Corporation | NVIDIA Corporation | Buy | +29,000 | +2900.0% | $3.25M | 30,000 |
Q1 2025 | TSM Taiwan Semiconductor Manufactur | Taiwan Semiconductor Manufactur | Buy | +31,500 | +64.9% | $13.28M | 80,000 |
Q1 2025 | WRB W.R. Berkley Corporation | W.R. Berkley Corporation | Buy - Position Entry | +99,064 | - | $7.05M | 99,064 |
Q4 2024 | AAPL Apple Inc. | Apple Inc. | Sell | -485,000 | -69.3% | $53.84M | 215,000 |
Q4 2024 | BABA Alibaba Group Holding Limited | Alibaba Group Holding Limited | Sell - Position Exit | -115,500 | -100.0% | $0.00 | - |
Q4 2024 | GOOGL Alphabet Inc. | Alphabet Inc. | Buy | +25,000 | +22.7% | $25.56M | 135,000 |
Q4 2024 | OXY Occidental Petroleum Corporatio | Occidental Petroleum Corporatio | Sell - Position Exit | -85,000 | -100.0% | $0.00 | - |
Q3 2024 | GOOGL Alphabet Inc. | Alphabet Inc. | Buy | +10,000 | +10.0% | $18.24M | 110,000 |
Q3 2024 | OXY Occidental Petroleum Corporatio | Occidental Petroleum Corporatio | Sell | -115,000 | -57.5% | $4.38M | 85,000 |
Q2 2024 | BABA Alibaba Group Holding Limited | Alibaba Group Holding Limited | Sell | -34,500 | -23.0% | $9.11M | 115,500 |
Q2 2024 | NVDA NVIDIA Corporation | NVIDIA Corporation | Buy - Position Entry | +1,000 | - | $117.02K | 1,000 |
Q1 2024 | AMAT Applied Materials | Applied Materials | Buy | +5,000 | +25.0% | $5.16M | 25,000 |
Q1 2024 | OXY Occidental Petroleum Corporatio | Occidental Petroleum Corporatio | Buy | +35,000 | +21.2% | $13.00M | 200,000 |
Q4 2023 | AMAT Applied Materials | Applied Materials | Buy - Position Entry | +20,000 | - | $3.24K | 20,000 |
Q4 2023 | BABA Alibaba Group Holding Limited | Alibaba Group Holding Limited | Buy | +25,000 | +20.0% | $11.63K | 150,000 |
Q4 2023 | BAC Bank of America Corporation | Bank of America Corporation | Sell - Position Exit | -425,000 | -100.0% | $0.00 | - |
Q4 2023 | CUBI Customers Bancorp, Inc | Customers Bancorp, Inc | Sell - Position Exit | -300 | -100.0% | $0.00 | - |