Charles Jigarjian – 7G Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the 7G Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – None reported
Increases – NVIDIA Corporation (NVDA), Alphabet Inc. (GOOGL), Taiwan Semiconductor Manufactur (TSM), Applied Materials (AMAT), W.R. Berkley Corporation (WRB)
Reductions – Apple Inc. (AAPL)
Complete Exits – Alibaba Group Holding Limited (BABA)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
7G Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | NVDA NVIDIA Corporation | Buy | +65,000+216.7% |
Q2 2025Jun 30, 2025 | GOOGL Alphabet Inc. | Buy | +30,000+22.2% |
Q2 2025Jun 30, 2025 | TSM Taiwan Semiconductor Manufactur | Buy | +30,000+37.5% |
Q2 2025Jun 30, 2025 | AMAT Applied Materials | Buy | +10,000+28.6% |
Q2 2025Jun 30, 2025 | WRB W.R. Berkley Corporation | Buy | +936+0.9% |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Sell | -42,500-28.3% |
Q2 2025Jun 30, 2025 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -75,000-100.0% |
Q1 2025Mar 31, 2025 | WRB W.R. Berkley Corporation | Buy - Position Entry | +99,064 |
Q1 2025Mar 31, 2025 | BABA Alibaba Group Holding Limited | Buy - Position Entry | +75,000 |
Q1 2025Mar 31, 2025 | TSM Taiwan Semiconductor Manufactur | Buy | +31,500+64.9% |
Q1 2025Mar 31, 2025 | NVDA NVIDIA Corporation | Buy | +29,000+2900.0% |
Q1 2025Mar 31, 2025 | AMAT Applied Materials | Buy | +10,000+40.0% |
Q1 2025Mar 31, 2025 | AAPL Apple Inc. | Sell | -65,000-30.2% |
Q4 2024Dec 31, 2024 | GOOGL Alphabet Inc. | Buy | +25,000+22.7% |
Q4 2024Dec 31, 2024 | OXY Occidental Petroleum Corporatio | Sell - Position Exit | -85,000-100.0% |
Q4 2024Dec 31, 2024 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -115,500-100.0% |
Q4 2024Dec 31, 2024 | AAPL Apple Inc. | Sell | -485,000-69.3% |
Q3 2024Sep 30, 2024 | GOOGL Alphabet Inc. | Buy | +10,000+10.0% |
Q3 2024Sep 30, 2024 | OXY Occidental Petroleum Corporatio | Sell | -115,000-57.5% |
Q2 2024Jun 30, 2024 | NVDA NVIDIA Corporation | Buy - Position Entry | +1,000 |
Q2 2024Jun 30, 2024 | BABA Alibaba Group Holding Limited | Sell | -34,500-23.0% |
Q1 2024Mar 31, 2024 | OXY Occidental Petroleum Corporatio | Buy | +35,000+21.2% |
Q1 2024Mar 31, 2024 | AMAT Applied Materials | Buy | +5,000+25.0% |
Q4 2023Dec 31, 2023 | TSM Taiwan Semiconductor Manufactur | Buy | +43,500+870.0% |
Q4 2023Dec 31, 2023 | OXY Occidental Petroleum Corporatio | Buy | +30,000+22.2% |
Q4 2023Dec 31, 2023 | BABA Alibaba Group Holding Limited | Buy | +25,000+20.0% |
Q4 2023Dec 31, 2023 | AMAT Applied Materials | Buy - Position Entry | +20,000 |
Q4 2023Dec 31, 2023 | IBKR Interactive Brokers Group, Inc. | Sell - Position Exit | -100-100.0% |
Q4 2023Dec 31, 2023 | CUBI Customers Bancorp, Inc | Sell - Position Exit | -300-100.0% |
Q4 2023Dec 31, 2023 | BAC Bank of America Corporation | Sell - Position Exit | -425,000-100.0% |