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7G CAPITAL MANAGEMENT, LLC
7G CAPITAL MANAGEMENT, LLC is an institution, managing $146.6M across 8 long positions as of Q3 2025 with 50% Technology concentration, with only 8 positions, 27% allocation to GOOGL, and 50% technology allocation.
- Portfolio Value
- $146.6M
- Positions
- 8
- Top Holding
- GOOGL at 27.37%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in 7G CAPITAL MANAGEMENT, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $40.1M | 27.37% | — | 0.00% 165.0K shares | |
Semiconductors Technology | $30.7M | 20.96% | — | — 110.0K shares | |
Consumer Electronics Technology | $25.5M | 17.37% | -$1.9M Sold | 0.00% 100.0K shares | |
Insurance - Diversified Financial Services | $22.6M | 15.44% | — | 0.00% 30.0 shares | |
Semiconductors Technology | $17.7M | 12.09% | — | 0.00% 95.0K shares | |
Insurance - Property & Casualty Financial Services | $7.7M | 5.23% | — | 0.03% 100.0K shares | |
Financial - Credit Services Financial Services | $2.0M | 1.37% | +$2.0M New | 0.00% 30.0K shares | |
Specialty Retail Consumer Cyclical | $233.7K | 0.16% | +$233.7K New | 0.00% 100.0 shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in 7G CAPITAL MANAGEMENT, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-6.98% |
Analytics
Portfolio insights and performance metrics for 7G CAPITAL MANAGEMENT, LLC
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