Charles Jigarjian - 7G Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 8 | |
| Portfolio Value | $116.73M |
7G Capital Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 10.7 months | Style | Average duration positions are maintained |
| Position Count | 8 | Style | Number of active positions in portfolio |
| Position Size | 16.7% | Risk | Typical allocation per position |
| Win Rate | 61.9% | Performance | Percentage of profitable positions |
| Average Return | 0.3% | Performance | Mean return across positions |
| Sharpe Ratio | 0.01 | Performance | Return per unit of risk taken |
Investment Case Study: Apple Inc (AAPL)
12/31/2020 - 7/5/2025
Performance Metrics
Total Return: -105.10%
Holding Period: 1647 days
Max Position Size: $53,840,300.00
Position Weight: 49.80%
Key Events
12/31/2020: ENTRY(700,000.00 shares) @ $0.13
12/31/2024: DECREASE(-485,000.00 shares) @ $250.42
3/31/2025: DECREASE(-65,000.00 shares) @ $222.13
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure