Charles Jigarjian - 7G Capital Management 13F Activity & Position Changes (Q4 2025)

According to the SEC 13F filed on Feb 17, 2026, the 7G Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 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 Q4 2025, the filing reported:

New Buys - Shift4 Payments, Inc., Molina Healthcare Inc, Uber Technologies, Inc.

Increases - MercadoLibre, Inc., PayPal Holdings, Inc.

Reductions - Applied Materials

Complete Exits - NVIDIA Corporation

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
Q4 2025	AMAT Applied Materials	Applied Materials	Sell	-25,000	-55.6%	$5.14M	20,000
Q4 2025	FOUR Shift4 Payments, Inc.	Shift4 Payments, Inc.	Buy - Position Entry	+70,000	-	$4.41M	70,000
Q4 2025	MELI MercadoLibre, Inc.	MercadoLibre, Inc.	Buy	+400	+400.0%	$1.01M	500
Q4 2025	MOH Molina Healthcare Inc	Molina Healthcare Inc	Buy - Position Entry	+10,000	-	$1.74M	10,000
Q4 2025	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell - Position Exit	-95,000	-100.0%	$0.00	-
Q4 2025	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy	+65,000	+216.7%	$5.55M	95,000
Q4 2025	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy - Position Entry	+13,000	-	$1.06M	13,000