Charles Jigarjian - 7G Capital Management 13F Activity & Position Changes (Q1 2025)

As of Mar 31, 2025, the 7G Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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:

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