Charles Jigarjian - 7G Capital Management 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the 7G Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2023. 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 Q1 2023, the filing reported:

New Buys - Customers Bancorp, Inc, Interactive Brokers Group, Inc.

Increases - Bank of America Corporation, Occidental Petroleum Corporatio, Taiwan Semiconductor Manufactur

Reductions - Alibaba Group Holding Limited

Complete Exits - GoDaddy Inc.

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
Q1 2023	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-50,000	-30.3%	$11.75K	115,000
Q1 2023	BAC Bank of America Corporation	Bank of America Corporation	Buy	+125,000	+41.7%	$12.15K	425,000
Q1 2023	CUBI Customers Bancorp, Inc	Customers Bancorp, Inc	Buy - Position Entry	+300	-	$6.00	300
Q1 2023	GDDY GoDaddy Inc.	GoDaddy Inc.	Sell - Position Exit	-145,000	-100.0%	$0.00	-
Q1 2023	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy - Position Entry	+100	-	$8.00	100
Q1 2023	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Buy	+60,000	+400.0%	$4.68K	75,000
Q1 2023	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+4,000	+400.0%	$465.00	5,000