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

According to the SEC 13F filed on May 15, 2023, the 7G Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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