Q4 2025 · 13F-HR
7G CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2026-02-17 · accession 0001720350-26-000002
$160.8M
Reported value
11
Positions
2025-12-31
Period end
The Brief · 7G CAPITAL MANAGEMENT, LLC · Q4 2025
AI · grounded in 13F
7G CAPITAL MANAGEMENT, LLC closed its position in NVDA, reducing exposure by over $18M. The fund established new positions in FOUR with a $4.4M investment, MOH for $1.7M, and UBER for $1.1M. Additionally, the manager increased share counts in PYPL by 216.7% and MELI by 400%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | Alphabet Inc | $51.6M | 32.1% | 165,000 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconfuctor Mfg LTD | $33.4M | 20.8% | 110,000 | Common | SOLE |
| 037833100 | AAPL | Apple Inc | $27.2M | 16.9% | 100,000 | Common | SOLE |
| 084670108 | BRK/A | Berkshire Hathaway Inc Del | $22.6M | 14.1% | 30 | Common | SOLE |
| 084423102 | WRB | Berkley W R Corp | $7.0M | 4.36% | 100,000 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $5.5M | 3.45% | 95,000 | Common | SOLE |
| 138222105 | — | Applied MATLS Inc | $5.1M | 3.20% | 20,000 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $4.4M | 2.74% | 70,000 | Common | SOLE |
| 60855R100 | MOH | MOLINA HEALTHCARE INC | $1.7M | 1.08% | 10,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.1M | 0.66% | 13,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $1.0M | 0.63% | 500 | 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.