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7g Capital Management, LLC

CIK:0001720350
Hedge Fund
$129M AUM
7 holdings
New York, NY, United States
Founded:2012
5 employees
Latest filing:Jun 30, 2025

7G Capital Management, LLC is an investment management firm headquartered in New York, NY. It has reported over $100 million in assets under management, and regularly files 13F quarterly reports with the SEC. The firm mainly invests in publicly traded equities and serves institutional investors and private funds. Specific details about its founding year, number of employees, and client profiles are not publicly disclosed.

Investment Strategy

7G Capital Management, LLC primarily focuses on public equity investments, managing a concentrated portfolio of large-cap technology and diversified sector equities. The firm's top holdings typically include major global technology companies such as Alphabet, Taiwan Semiconductor, Apple, Berkshire Hathaway, and Nvidia, representing a large majority of their equity portfolio. Their approach appears to be high conviction, with a strong overweight to blue-chip and growth technology stocks based on 13F filings through 2025.

Latest 13F Filing Activity

7g Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 6 equity positions with a total 13F market value of $129M. The fund increased holdings in Nvdia Corporation, Taiwan Semiconfuctor MFG LTD, Alphabet Inc. among other positions. 7g Capital Management, LLC reduced exposure to Apple Inc., Alibaba Group HLDG LTD, Berkshire Hathaway Inc. Del among others.

Top Buys
N
NVDANVDIA Corporation
+$11.8M
T
TSMTaiwan Semiconfuctor Mfg LTD
+$11.6M
A
AAPLApple Inc
-$11.3M
G
GOOGLAlphabet Inc
+$8.2M
B
BRK-ABerkshire Hathaway Inc Del
-$2.1M
Top Sells
N
NVDANVDIA Corporation
+$11.8M
T
TSMTaiwan Semiconfuctor Mfg LTD
+$11.6M
A
AAPLApple Inc
-$11.3M
B
BABAAlibaba Group HLDG LTD
-$9.9M
G
GOOGLAlphabet Inc
+$8.2M

Top Holdings

G
GOOGLAlphabet Inc
+22.6%$29.1M
T
TSMTaiwan Semiconfuctor Mfg LTD
+19.4%$24.9M
A
AAPLApple Inc
+17.2%$22.1M
B
BRK-ABerkshire Hathaway Inc Del
+17.0%$21.9M
N
NVDANVDIA Corporation
+11.7%$15.0M

Equity Positions (6)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Alphabet Inc22.63%$29.1M165,000$131.63$176.23+$8.2M
Taiwan Semiconfuctor Mfg LTD19.39%$24.9M110,000$154.49$226.49+$11.6M
Apple Inc17.16%$22.1M107,500$132.69$205.17-$11.3M
Berkshire Hathaway Inc Del17.01%$21.9M30$347815.00$728800.00-$2.1M
NVDIA Corporation11.68%$15.0M95,000$142.49$157.99+$11.8M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+31.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+25.7%
FIRE, MARINE & CASUALTY INSURANCE
+19.4%
ELECTRONIC COMPUTERS
+16.3%
SERVICES-BUSINESS SERVICES, NEC
+1.4%