7G CAPITAL MANAGEMENT, LLC
CIK: 0001720350SEC EDGAR →
Portfolio Value
$160.8M
Holdings
11
As of
Q4 2025
New Positions
2
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc | 165,000 | $51.6M | 32.11% |
| 2 | Taiwan Semiconfuctor Mfg LTD | 110,000 | $33.4M | 20.79% |
| 3 | Apple Inc | 100,000 | $27.2M | 16.91% |
| 4 | Berkshire Hathaway Inc Del | 30 | $22.6M | 14.08% |
| 5 | Berkley W R Corp | 100,000 | $7.0M | 4.36% |
| 6 | PAYPAL HLDGS INC | 95,000 | $5.5M | 3.45% |
| 7 | Applied MATLS Inc | 20,000 | $5.1M | 3.20% |
| 8 | SHIFT4 PMTS INC | 70,000 | $4.4M | 2.74% |
| 9 | MOLINA HEALTHCARE INC | 10,000 | $1.7M | 1.08% |
| 10 | UBER TECHNOLOGIES INC | 13,000 | $1.1M | 0.66% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 5 | $71.2M | 44.3% |
| Communication Services | 1 | $51.6M | 32.1% |
| Unknown | 2 | $23.7M | 14.7% |
| Financial Services | 2 | $12.6M | 7.8% |
| Healthcare | 1 | $1.7M | 1.1% |