Charles Jigarjian – 7G Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the 7G Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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 Q2 2025, the filing reported:
New Buys –
None reported
Increases – Applied Materials, Alphabet Inc., NVIDIA Corporation, Taiwan Semiconductor Manufactur, W.R. Berkley Corporation
Reductions – Apple Inc.
Complete Exits – Alibaba Group Holding Limited
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
Q2 2025 | AAPL Apple Inc. | Sell | -42,500 |
Q2 2025 | AMAT Applied Materials | Buy | +10,000 |
Q2 2025 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -75,000 |
Q2 2025 | GOOGL Alphabet Inc. | Buy | +30,000 |
Q2 2025 | NVDA NVIDIA Corporation | Buy | +65,000 |
Q2 2025 | TSM Taiwan Semiconductor Manufactur | Buy | +30,000 |
Q2 2025 | WRB W.R. Berkley Corporation | Buy | +936 |
Q1 2025 | AAPL Apple Inc. | Sell | -65,000 |
Q1 2025 | AMAT Applied Materials | Buy | +10,000 |
Q1 2025 | BABA Alibaba Group Holding Limited | Buy - Position Entry | +75,000 |
Q1 2025 | NVDA NVIDIA Corporation | Buy | +29,000 |
Q1 2025 | TSM Taiwan Semiconductor Manufactur | Buy | +31,500 |
Q1 2025 | WRB W.R. Berkley Corporation | Buy - Position Entry | +99,064 |
Q4 2024 | AAPL Apple Inc. | Sell | -485,000 |
Q4 2024 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -115,500 |
Q4 2024 | GOOGL Alphabet Inc. | Buy | +25,000 |
Q4 2024 | OXY Occidental Petroleum Corporatio | Sell - Position Exit | -85,000 |
Q3 2024 | GOOGL Alphabet Inc. | Buy | +10,000 |
Q3 2024 | OXY Occidental Petroleum Corporatio | Sell | -115,000 |
Q2 2024 | BABA Alibaba Group Holding Limited | Sell | -34,500 |
Q2 2024 | NVDA NVIDIA Corporation | Buy - Position Entry | +1,000 |
Q1 2024 | AMAT Applied Materials | Buy | +5,000 |
Q1 2024 | OXY Occidental Petroleum Corporatio | Buy | +35,000 |
Q4 2023 | AMAT Applied Materials | Buy - Position Entry | +20,000 |
Q4 2023 | BABA Alibaba Group Holding Limited | Buy | +25,000 |
Q4 2023 | BAC Bank of America Corporation | Sell - Position Exit | -425,000 |
Q4 2023 | CUBI Customers Bancorp, Inc | Sell - Position Exit | -300 |
Q4 2023 | IBKR Interactive Brokers Group, Inc. | Sell - Position Exit | -100 |
Q4 2023 | OXY Occidental Petroleum Corporatio | Buy | +30,000 |
Q4 2023 | TSM Taiwan Semiconductor Manufactur | Buy | +43,500 |