7G Capital Management

7G Capital Management

13F Holdings and Portfolio Analysis

Charles Jigarjian 2024 Q2 13F holdings, quarterly changes, portfolio value trend and position weight distribution.

7G Capital Management Overview

7G Capital Management held 8 stocks in 2024 Q2, with total market value around $0.23B.

7G Capital Management's top five holdings in 2024 Q2: Apple Inc.(AAPL) 68.31%, BERKSHIRE HATHAWAY INC CL A(BRK.A) 8.69%, ALPHABET INC CAP STK CL A(GOOGL) 7.54%, Occidental Petroleum Corporation(OXY) 5.54%, Alibaba Group Holding Limited(BABA) 4.00%.

Portfolio Value
$0.23B
Current Holdings
8 stocks
New / Increased
1 / 0
Reduced / Exited
1 / 0

Current Holdings

1Apple Inc.AAPL0.1668.31%0.70 -$222.08$306.68 +38.09%$132.690.003.75+$0.12B+131.13%Held
2BERKSHIRE HATHAWAY INC CL ABRK.A0.028.69%0.00 -$659210.83$705400.23 +7.01%$347816.670.003.75+$0.01B+102.81%Held
3ALPHABET INC CAP STK CL AGOOGL0.027.54%0.10 -$171.54$375.95 +119.16%$136.770.002.25+$0.02B+174.87%Held
4Occidental Petroleum CorporationOXY0.015.54%0.20 -$63.07$59.70 -5.35%$61.420.001.75-$0.00B-2.81%Held
5Alibaba Group Holding LimitedBABA0.014.00%0.12 -23.00%$78.85$125.39 +59.02%$146.44-0.032.75-$0.00B-14.38%Reduced
6TAIWAN SEMICONDUCTOR MFG LTDTSM0.013.53%0.05 -$165.80$439.48 +165.07%$102.500.001.75+$0.02B+328.78%Held
7Applied MATLS Inc COMAIT0.012.33%0.03 -$212.20- $170.900.000.75+$0.00B+24.16%Held
8NVIDIA CORPORATION COMNVDA0.000.05%0.00 $117.02$219.63 +87.69%$117.02+0.000.25+$0.00B+87.69%New
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"Holding Period (yrs)" is the latest uninterrupted holding duration, calculated by dividing continuous reported quarters by 4.

Cost basis is an estimate and can differ materially from the actual cost, especially in edge cases.

Cost basis estimate: from the latest uninterrupted holding period, new or increased shares are added to the cost pool at the report price; reductions remove shares at the then-average cost. Example: buy 100 shares at $10 in Q1 and add 50 shares at $16 in Q2, estimated cost basis is (100 x 10 + 50 x 16) / 150 = $12 per share.

Return shows estimated dollar return on top and percentage return below. It uses current price when available, otherwise report price.

Portfolio Visuals

Track portfolio value, position weights and Top 10 history.

Market Value Trend ($B)

22 periods

Position Weight

TOP10

Holding Changes ($B)

All-period Top 10

Top 10 Holdings Replay

Animated view