Charles Jigarjian - 7G Capital Management 13F Activity & Position Changes (Q1 2025)
According to the SEC 13F filed on May 15, 2025, the 7G Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 Q1 2025, the filing 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 | Type | Change Qty |
|---|---|---|---|
|
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
|