Free Trial

7G Capital Management, LLC Top Holdings and 13F Report (2023)

About 7G Capital Management, LLC

Investment Activity

  • 7G Capital Management, LLC has $116.73 million in total holdings as of June 30, 2023.
  • 7G Capital Management, LLC owns shares of 8 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 22.95% of the portfolio was purchased this quarter.
  • About 12.37% of the portfolio was sold this quarter.
  • This quarter, 7G Capital Management, LLC has purchased 6 new stocks and bought additional shares in 3 stocks.
  • 7G Capital Management, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

Apple
$33,319,500
Berkshire Hathaway
$23,953,248
Alphabet
$20,876,400
Alibaba Group
$9,917,250

Largest New Holdings this Quarter

01609W102 - Alibaba Group
$9,917,250 Holding
084423102 - W. R. Berkley
$7,049,394 Holding

Largest Purchases this Quarter

Alibaba Group
75,000 shares (about $9.92M)
W. R. Berkley
99,064 shares (about $7.05M)
Taiwan Semiconductor Manufacturing
31,500 shares (about $5.23M)
NVIDIA
29,000 shares (about $3.14M)
Applied MATLS Inc
10,000 shares (about $1.45M)

Largest Sales this Quarter

Apple
65,000 shares (about $14.44M)

Sector Allocation Over Time

Map of 500 Largest Holdings of7G Capital Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$33,319,500$14,438,450 -30.2%150,00028.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$23,953,2480.0%3020.5%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$20,876,4000.0%135,00017.9%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$13,280,000$5,229,000 64.9%80,00011.4%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$9,917,250$9,917,250 New Holding75,0008.5%Retail/Wholesale
W. R. Berkley Co. stock logo
WRB
W. R. Berkley
$7,049,394$7,049,394 New Holding99,0646.0%Finance
Applied MATLS Inc
$5,079,200$1,451,200 40.0%35,0004.4%COM
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,251,400$3,143,020 2,900.0%30,0002.8%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data