7G CAPITAL MANAGEMENT, LLC Long-Term Concentrated

Location: New York, NY

CIK: 0001720350 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value: $156M (100.0% shares, 0.0% debt)

Holdings (10)

GOOGL Alphabet Inc 25.7%

Value $40.11M Shares 165,000 Est. Cost $132.25 Unrealized +58.2%

TSM Taiwan Semiconfuctor Mfg LTD 19.7%

Value $30.72M Shares 110,000 Est. Cost $154.50 Unrealized —

AAPL Apple Inc 16.3%

Value $25.46M Shares 100,000 Est. Cost $117.01 Unrealized +92.8%

BRK/A Berkshire Hathaway Inc Del 14.5%

Value $22.63M Shares 30 Est. Cost $330761.80 Unrealized +119.8%

NVDA NVDIA Corporation 11.4%

Value $17.73M Shares 95,000 Est. Cost $125.83 Unrealized +38.5%

— Applied MATLS Inc 5.9%

Value $9.213M Shares 45,000 Est. Cost $167.88 Unrealized —

WRB Berkley W R Corp 4.9%

Value $7.662M Shares 100,000 Est. Cost $59.72 Unrealized +17.2%

PYPL PAYPAL HLDGS INC 1.3%

Value $2.012M Shares 30,000 Est. Cost $70.32 Unrealized 0.0%

— NVDIA Corporation 0.2%

Value $236K Shares 450 Est. Cost $525.00 Unrealized —

MELI MERCADOLIBRE INC 0.1%

Value $234K Shares 100 Est. Cost $2400.46 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	Alphabet Inc	165,000	$40.11M	25.7%	$132.25	+58.2%	CAP STK CL A	02079K305
TSM	Taiwan Semiconfuctor Mfg LTD	110,000	$30.72M	19.7%	$154.50	—	Sponsored ADS	874039100
AAPL	Apple Inc	100,000	$25.46M	16.3%	$117.01	+92.8%	COM	037833100
BRK/A	Berkshire Hathaway Inc Del	30	$22.63M	14.5%	$330761.80	+119.8%	CL A	084670108
NVDA	NVDIA Corporation	95,000	$17.73M	11.4%	$125.83	+38.5%	COM	67066G104
—	Applied MATLS Inc	45,000	$9.213M	5.9%	$167.88	—	COM	138222105
WRB	Berkley W R Corp	100,000	$7.662M	4.9%	$59.72	+17.2%	COM	084423102
PYPL	PAYPAL HLDGS INC	30,000	$2.012M	1.3%	$70.32	0.0%	COM	70450Y103
—	NVDIA Corporation	450	$236K	0.2%	$525.00	—	PUT	67066G954
MELI	MERCADOLIBRE INC	100	$234K	0.1%	$2400.46	0.0%	COM	58733R102