7G CAPITAL MANAGEMENT, LLC

1. Portfolio Overview

7G CAPITAL MANAGEMENT, LLC has undergone a drastic transformation in the quarter ending September 30, 2025. The firm executed a massive deleveraging strategy, reducing the total portfolio value by 53.1%, from $128.51 million to $60.32 million. Concurrently, the fund significantly consolidated its focus, slashing the number of holdings from a broader list down to just five distinct securities. This indicates a shift from a diversified portfolio to a high-conviction, con...