Charles Jigarjian - 7G Capital Management Portfolio Holdings (Jun 30, 2025)

As of Jun 30, 2025, the 7G Capital Management portfolio holdings is valued at approximately $128.51M, featuring 7 publicly traded holdings. This in-depth profile highlights the top investments led by Alphabet Inc (GOOGL), Taiwan Semiconfuctor Mfg LTD (TSM), Apple Inc (AAPL), Berkshire Hathaway Inc Del (BRK-A), NVDIA Corporation (NVDA), and others based on the company's latest SEC filings reported on Aug 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.

7G Capital Management’s stock portfolio spans 7 holdings across 4 different sectors, with a total market value of $128.51M. The Technology sector represents the largest allocation, while the top holdings account for nearly 88% of the total portfolio value. Alphabet Inc remains single largest position at 22.6% of all equity investments.

Balances

Trends by sector

Investment Adjustments from Previous Filing

7G Capital Management Holdings

Symbol	Company	Portfolio %	Price	Quantity	Change Qty	Change Value	% Change	Total Value
GOOGL Alphabet Inc	Alphabet Inc	22.63%	$176.23	165,000	30,000	$5,286,900	22.22%	$29,077,950
TSM Taiwan Semiconfuctor Mfg LTD	Taiwan Semiconfuctor Mfg LTD	19.39%	$226.49	110,000	30,000	$6,794,700	37.50%	$24,913,900
AAPL Apple Inc	Apple Inc	17.16%	$205.17	107,500	-42,500	-$8,719,725	-28.33%	$22,055,775
BRK-A Berkshire Hathaway Inc Del	Berkshire Hathaway Inc Del	17.01%	$728800.00	30	-	-	-	$21,864,000
NVDA NVDIA Corporation	NVDIA Corporation	11.68%	$157.99	95,000	65,000	$10,269,350	216.67%	$15,009,050
AMAT Applied MATLS Inc	Applied MATLS Inc	6.41%	$183.07	45,000	10,000	$1,830,700	28.57%	$8,238,150
WRB Berkley W R Corp	Berkley W R Corp	5.72%	$73.47	100,000	936	$68,768	0.94%	$7,347,000