Q3 2025 · 13F-HR
7G CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2025-11-13 · accession 0001720350-25-000008
$156.0M
Reported value
10
Positions
2025-09-30
Period end
The Brief · 7G CAPITAL MANAGEMENT, LLC · Q3 2025
AI · grounded in 13F
7G CAPITAL MANAGEMENT, LLC established a new position in Alphabet Inc GOOGL valued at $40.11M. The fund also initiated new stakes in Taiwan Semiconfuctor Mfg LTD TSM for $30.72M and Apple Inc AAPL for $25.46M. Additional new positions include Berkshire Hathaway Inc Del BRK/A at $22.63M and NVDIA Corporation NVDA at $17.73M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | Alphabet Inc | $40.1M | 25.7% | 165,000 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconfuctor Mfg LTD | $30.7M | 19.7% | 110,000 | Common | SOLE |
| 037833100 | AAPL | Apple Inc | $25.5M | 16.3% | 100,000 | Common | SOLE |
| 084670108 | BRK/A | Berkshire Hathaway Inc Del | $22.6M | 14.5% | 30 | Common | SOLE |
| 67066G104 | NVDA | NVDIA Corporation | $17.7M | 11.4% | 95,000 | Common | SOLE |
| 138222105 | — | Applied MATLS Inc | $9.2M | 5.91% | 45,000 | Common | SOLE |
| 084423102 | WRB | Berkley W R Corp | $7.7M | 4.91% | 100,000 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $2.0M | 1.29% | 30,000 | Common | SOLE |
| 67066G954 | — | NVDIA Corporation | $236,250 | 0.15% | 450 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $233,694 | 0.15% | 100 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.