Charles Jigarjian - 7G Capital Management 13F Activity & Position Changes (Q2 2025)

According to the SEC 13F filed on Aug 14, 2025, the 7G Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2025	AAPL Apple Inc.	Apple Inc.	Sell	-42,500	-28.3%	$22.06M	107,500
Q2 2025	AMAT Applied Materials	Applied Materials	Buy	+10,000	+28.6%	$8.24M	45,000
Q2 2025	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell - Position Exit	-75,000	-100.0%	$0.00	-
Q2 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+30,000	+22.2%	$29.08M	165,000
Q2 2025	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+65,000	+216.7%	$15.01M	95,000
Q2 2025	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+30,000	+37.5%	$24.91M	110,000
Q2 2025	WRB W.R. Berkley Corporation	W.R. Berkley Corporation	Buy	+936	+0.9%	$7.35M	100,000