7G CAPITAL MANAGEMENT, LLC
•CIK: 1720350•Filing: Q4 2025
**7G CAPITAL MANAGEMENT, LLC** manages $161M across a concentrated portfolio of 11 positions. The fund exhibits significant conviction in mega-cap technology and industrials, with GOOGL representing the largest holding at $51.6M. Further substantial allocations are directed toward TSM ($33.4M) and AAPL ($27.2M), anchoring exposure to key growth sectors. This structure suggests a focused, large-cap tilt within its current investment mandate.
Total AUM
$160.8M
QoQ Performance
+3.1%
Positions
11
Top 10 Concentration
99.4%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
TSM
AAPL
BRK/A
GOOGL32.1%
TSM20.8%
AAPL16.9%
BRK/A14.1%
WRB4.4%
PYPL3.4%
Applied3.2%
FOUR2.7%
📈 Biggest Buys
📉 Biggest Sells
—
Applied MATLS Inc
-55.6%
3.2% of portfolio
Sector Breakdown
Technology49.0%
Other36.2%
Financial14.1%
Consumer0.7%
Changes from Q3 2025
NEW3 new positions
↑2 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023