7G CAPITAL MANAGEMENT, LLC Long-Term Concentrated

CIK: 0001720350 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $128,506 (100.0% shares, 0.0% debt)

Holdings (7)

GOOGL Alphabet Inc 22.6%

Value ($000) $29,078 Shares 165,000 Est. Cost $132.25 Unrealized +23.5%

TSM Taiwan Semiconfuctor Mfg LTD 19.4%

Value ($000) $24,914 Shares 110,000 Est. Cost $153.82 Unrealized —

AAPL Apple Inc 17.2%

Value ($000) $22,056 Shares 107,500 Est. Cost $117.01 Unrealized +72.1%

BRK/A Berkshire Hathaway Inc Del 17.0%

Value ($000) $21,864 Shares 30 Est. Cost $330761.80 Unrealized +130.3%

NVDA NVDIA Corporation 11.7%

Value ($000) $15,009 Shares 95,000 Est. Cost $125.83 Unrealized -0.0%

— Applied MATLS Inc 6.4%

Value ($000) $8,238 Shares 45,000 Est. Cost $167.88 Unrealized —

WRB Berkley W R Corp 5.7%

Value ($000) $7,347 Shares 100,000 Est. Cost $59.72 Unrealized +17.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	Alphabet Inc	165,000	$29,078	22.6%	$132.25	+23.5%	CAP STK CL A	02079K305
TSM	Taiwan Semiconfuctor Mfg LTD	110,000	$24,914	19.4%	$153.82	—	Sponsored ADS	874039100
AAPL	Apple Inc	107,500	$22,056	17.2%	$117.01	+72.1%	COM	037833100
BRK/A	Berkshire Hathaway Inc Del	30	$21,864	17.0%	$330761.80	+130.3%	CL A	084670108
NVDA	NVDIA Corporation	95,000	$15,009	11.7%	$125.83	-0.0%	COM	67066G104
—	Applied MATLS Inc	45,000	$8,238	6.4%	$167.88	—	COM	138222105
WRB	Berkley W R Corp	100,000	$7,347	5.7%	$59.72	+17.1%	COM	084423102