Charles Jigarjian - 7G Capital Management Portfolio Holdings
As of Sep 30, 2025, the 7G Capital Management portfolio holdings is valued at approximately $156,004,544.00 featuring 9 publicly traded holdings. This in-depth profile highlights the top investments led by Alphabet Inc (GOOGL), Taiwan Semiconfuctor Mfg LTD (TSM), Apple Inc (AAPL), Berkshire Hathaway Inc Del (BRK-A), and others based on the company's latest SEC filings reported on Nov 13, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
7G Capital Management's stock portfolio spans 9 holdings across 5 sectors, with a total market value of $156,004,544.00. The Technology sector represents the largest allocation, while the top holdings account for nearly 100% of the total portfolio value. Alphabet Inc remains the single largest position at 25.7% of all equity investments.
Complete Holdings
Showing 9 of 9 holdings.
| # | Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | GOOGL | Communication Services | 25.71% | 165,000 | - | - | $40,111,500.00 |
| 2 | Taiwan Semiconfuctor Mfg LTD | TSM | Technology | 19.69% | 110,000 | - | - | $30,721,900.00 |
| 3 | Apple Inc | AAPL | Technology | 16.32% | 100,000 | -7,500 | -6.98% | $25,463,000.00 |
| 4 | Berkshire Hathaway Inc Del | BRK-A | Financial Services | 14.50% | 30 | - | - | $22,626,000.00 |
| 5 | NVDIA Corporation | NVDA | Technology | 11.36% | 95,000 | - | - | $17,725,100.00 |
| 6 | Applied MATLS Inc | AMAT | Other | 5.91% | 45,000 | - | - | $9,213,300.00 |
| 7 | Berkley W R Corp | WRB | Financial Services | 4.91% | 100,000 | - | - | $7,662,000.00 |
| 8 | PAYPAL HLDGS INC | PYPL | Financial Services | 1.29% | 30,000 | +30,000 | +100.00% | $2,011,800.00 |
| 9 | MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.15% | 100 | +100 | +100.00% | $233,694.00 |
Holdings by Sector
| Sector | Allocation | Value |
|---|---|---|
| Technology | 47.45% | $73,910,000.00 |
| Communication Services | 25.75% | $40,111,500.00 |
| Financial Services | 20.74% | $32,299,800.00 |
| Other | 5.91% | $9,213,300.00 |
| Consumer Cyclical | 0.15% | $233,694.00 |
Portfolio insights
As of Sep 30, 2025, the 7G Capital Management portfolio holds 9 securities valued at $155,768,294.00. The Technology sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.