7G CAPITAL MANAGEMENT, LLC Long-Term Concentrated

CIK: 0001720350 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $116,726 (100.0% shares, 0.0% debt)

Holdings (8)

AAPL Apple Inc 28.5%

Value ($000) $33,320 Shares 150,000 Est. Cost $117.01 Unrealized +97.2%

BRK/A Berkshire Hathaway Inc Del 20.5%

Value ($000) $23,953 Shares 30 Est. Cost $330761.80 Unrealized +120.5%

GOOGL Alphabet Inc 17.9%

Value ($000) $20,876 Shares 135,000 Est. Cost $125.35 Unrealized +44.2%

TSM Taiwan Semiconfuctor Mfg LTD 11.4%

Value ($000) $13,280 Shares 80,000 Est. Cost $126.56 Unrealized —

BABA Alibaba Group HLDG LTD 8.5%

Value ($000) $9,917 Shares 75,000 Est. Cost $132.23 Unrealized —

WRB Berkley W R Corp 6.0%

Value ($000) $7,049 Shares 99,064 Est. Cost $59.72 Unrealized 0.0%

— Applied MATLS Inc 4.4%

Value ($000) $5,079 Shares 35,000 Est. Cost $163.54 Unrealized —

NVDA NVDIA Corporation 2.8%

Value ($000) $3,251 Shares 30,000 Est. Cost $125.86 Unrealized +0.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc	150,000	$33,320	28.5%	$117.01	+97.2%	COM	037833100
BRK/A	Berkshire Hathaway Inc Del	30	$23,953	20.5%	$330761.80	+120.5%	CL A	084670108
GOOGL	Alphabet Inc	135,000	$20,876	17.9%	$125.35	+44.2%	CAP STK CL A	02079K305
TSM	Taiwan Semiconfuctor Mfg LTD	80,000	$13,280	11.4%	$126.56	—	Sponsored ADS	874039100
BABA	Alibaba Group HLDG LTD	75,000	$9,917	8.5%	$132.23	—	Sponsored ADS	01609W102
WRB	Berkley W R Corp	99,064	$7,049	6.0%	$59.72	0.0%	COM	084423102
—	Applied MATLS Inc	35,000	$5,079	4.4%	$163.54	—	COM	138222105
NVDA	NVDIA Corporation	30,000	$3,251	2.8%	$125.86	+0.7%	COM	67066G104