7G CAPITAL MANAGEMENT, LLC

CIK: 0001720350SEC EDGAR →

Portfolio Value

$160.8B

Holdings

11

As of

Q4 2025

New Positions

2

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Alphabet Inc

165,000$51.6B
32.11%
2

Taiwan Semiconfuctor Mfg LTD

110,000$33.4B
20.79%
3

Apple Inc

100,000$27.2B
16.91%
4

Berkshire Hathaway Inc Del

30$22.6B
14.08%
5

Berkley W R Corp

100,000$7.0B
4.36%
6

PAYPAL HLDGS INC

95,000$5.5B
3.45%
7

Applied MATLS Inc

20,000$5.1B
3.20%
8

SHIFT4 PMTS INC

70,000$4.4B
2.74%
9

MOLINA HEALTHCARE INC

10,000$1.7B
1.08%
10

UBER TECHNOLOGIES INC

13,000$1.1B
0.66%

Quarterly Changes

Top Buys

FOURNEW
$4.4B
PYPL↑ Increased
$3.5B
MOHNEW
$1.7B
UBERNEW
$1.1B
MLB1↑ Increased
$773.3M

Top Sells

NVDACLOSED
$17.7B
Applied MATLS Inc↓ Decreased
$4.1B
NVDACLOSED
$236.3M

New Positions (3)

$4.4B · 70K shares
$1.7B · 10K shares
$1.1B · 13K shares

Closed Positions (2)

$17.7B · 95K shares
$236.3M · 450 shares

Sector Breakdown

Sector# HoldingsValue%
Technology4$66.1B41.1%
Communication Services1$51.6B32.1%
Unknown3$28.8B17.9%
Financial Services2$12.6B7.8%
Healthcare1$1.7B1.1%