Seven Grand Managers, LLC

13F filer · CIK 0001909126

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$2.48BU.S. long equity reported on 13F

Positions17581 new · 72 closed

Net flow last quarter+$679MBuys minus sells

Top 10 positions weight42.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026175 positions
SPCXSpace Exploration Technologies Corp	$302M	12.18%	Not reported	New	Q2 2026
MDLNMedline Inc.	$144M	5.80%	Not reported	+46.0%	Q4 2025
DLRDigital Realty Trust, Inc.	$103M	4.14%	0.15%	New	Q2 2026
NVDANvidia Corp	$91.2M	3.67%	0.00%	New	Q2 2026
LHXL3harris Technologies, Inc.	$87.2M	3.51%	0.16%	+9.1%	Q1 2026
GOOGLAlphabet Inc.	$71.5M	2.88%	0.00%	New	Q2 2026
GOOGAlphabet Inc.	$70.7M	2.85%	Not reported	New	Q2 2026
BTSGBrightSpring Health Services, Inc.	$69.7M	2.81%	0.51%	+66.7%	Q1 2024
BIDUBaidu, Inc.	$57.1M	2.30%	Not reported	New	Q2 2026
CBRSCerebras Systems Inc.	$55.3M	2.22%	Not reported	New	Q2 2026
AEPAmerican Electric Power Co Inc	$54.7M	2.20%	0.07%	Not reported	Q1 2025
FANGDiamondback Energy, Inc.	$52.7M	2.12%	0.11%	Not reported	Q3 2024
LGNLegence Corp.	$51.1M	2.06%	Not reported	Not reported	Q3 2025
ETREntergy Corp	$45.9M	1.85%	0.09%	Not reported	Q1 2025
INIOInnio N.V.	$41.5M	1.67%	0.14%	New	Q2 2026
KTOSKratos Defense & Security Solutions, Inc.	$37.4M	1.51%	0.40%	+650.0%	Q2 2025
GLXYGalaxy Digital Inc.	$34.2M	1.38%	1250000.00%	Not reported	Q2 2025
FPSForgent Power Solutions, Inc.	$30.7M	1.24%	Not reported	+83.3%	Q1 2026
LTHLife Time Group Holdings, Inc.	$30.6M	1.23%	0.34%	Not reported	Q3 2024
MAIRMadison Air Solutions Corp	$27.3M	1.10%	70000.00%	New	Q2 2026
KGSKodiak Gas Services, Inc.	$26.3M	1.06%	0.35%	+40.0%	Q2 2023
ITTItt Inc.	$24.7M	1.00%	0.14%	-50.0%	Q4 2025
ARXSArxis, Inc.	$23.1M	0.93%	Not reported	New	Q2 2026
GFSGLOBALFOUNDRIES Inc.	$20.6M	0.83%	0.05%	Not reported	Q4 2021
VSECVse Corp	$20.6M	0.83%	0.32%	Not reported	Q4 2025
FRVOFervo Energy Co	$20.5M	0.82%	Not reported	New	Q2 2026
MIAXMiami International Holdings, Inc.	$20.4M	0.82%	0.56%	Not reported	Q3 2025
SYRESpyre Therapeutics, Inc.	$20M	0.80%	0.26%	+125.0%	Q4 2025
NDAQNasdaq, Inc.	$19.7M	0.79%	0.04%	Not reported	Q1 2024
ANDGAndersen Group Inc.	$18.9M	0.76%	Not reported	Not reported	Q4 2025
WULFTerawulf Inc.	$18.5M	0.75%	0.15%	New	Q2 2026
NKTRNektar Therapeutics	$16.8M	0.67%	1.18%	+92.0%	Q1 2026
QNTQuantinuum Inc.	$16.3M	0.66%	Not reported	New	Q2 2026
MANEVeradermics, Inc	$15.4M	0.62%	0.30%	+67.2%	Q1 2026
ULSUL Solutions Inc.	$15.3M	0.62%	0.07%	-25.0%	Q2 2024
SAROStandardAero, Inc.	$15M	0.60%	0.15%	-21.6%	Q4 2024
VVXV2X, Inc.	$14.9M	0.60%	0.64%	+33.3%	Q3 2025
SMCISuper Micro Computer, Inc.	$14.7M	0.59%	0.08%	Not reported	Q4 2023
NRGNRG Energy, Inc.	$14.6M	0.59%	0.05%	-42.9%	Q1 2026
MWHSOLV Energy, Inc.	$13.6M	0.55%	Not reported	+166.7%	Q1 2026
ASAmer Sports, Inc.	$13.5M	0.54%	0.07%	Not reported	Q1 2024
VSHVishay Intertechnology Inc	$13.3M	0.54%	0.19%	New	Q2 2026
APGEApogee Therapeutics, Inc.	$13.3M	0.53%	0.13%	Not reported	Q3 2023
AMKRAmkor Technology, Inc.	$12.9M	0.52%	0.06%	-40.0%	Q1 2026
INGMIngram Micro Holding Corp	$12.3M	0.50%	0.19%	+125.0%	Q4 2024
XMTRXometry, Inc.	$12.1M	0.49%	0.27%	New	Q2 2026
ABVXAbivax S.A.	$12M	0.48%	0.11%	+80.0%	Q1 2026
VIAVViavi Solutions Inc.	$11.9M	0.48%	0.10%	New	Q2 2026
MSFTMicrosoft Corp	$11.9M	0.48%	0.00%	-54.9%	Q2 2025
FIXComfort Systems USA Inc	$11.9M	0.48%	0.02%	New	Q2 2026

Q1 2026Reported May 6, 2026166 positions
MDLNMedline Inc.	$111M	7.43%	Not reported	+117.4%	Q4 2025
LHXL3harris Technologies, Inc.	$94.9M	6.34%	0.15%	New	Q1 2026
ECHOEchoStar CORP	$81.9M	5.48%	1.47%	+250.0%	Q4 2025
TSLATesla, Inc.	$66.9M	4.47%	0.00%	+260.0%	Q4 2025
FANGDiamondback Energy, Inc.	$59.3M	3.96%	0.11%	Not reported	Q3 2024
LRCXLam Research Corp	$56.4M	3.77%	0.02%	New	Q1 2026
AMATApplied Materials Inc	$51.3M	3.43%	0.02%	Not reported	Q3 2025
ITTItt Inc.	$47.6M	3.18%	0.29%	Not reported	Q4 2025
VNOMViper Energy, Inc.	$37.6M	2.51%	Not reported	+300.0%	Q3 2024
LGNLegence Corp.	$33.9M	2.26%	Not reported	Not reported	Q3 2025
SNDKSandisk Corp	$31.8M	2.12%	0.03%	-75.0%	Q2 2025
MSFTMicrosoft Corp	$26.3M	1.76%	0.00%	-45.8%	Q2 2025
NRGNRG Energy, Inc.	$25.6M	1.71%	0.08%	New	Q1 2026
BTSGBrightSpring Health Services, Inc.	$25.6M	1.71%	0.31%	+100.0%	Q1 2024
GLXYGalaxy Digital Inc.	$23.1M	1.54%	1250000.00%	Not reported	Q2 2025
MIAXMiami International Holdings, Inc.	$21.4M	1.43%	0.58%	+37.5%	Q3 2025
NDAQNasdaq, Inc.	$21.2M	1.42%	0.04%	-50.0%	Q1 2024
ULSUL Solutions Inc.	$17.1M	1.15%	0.10%	-50.0%	Q2 2024
VSECVse Corp	$16.6M	1.11%	0.32%	+200.0%	Q4 2025
SAROStandardAero, Inc.	$16.5M	1.10%	0.19%	+70.0%	Q4 2024
KGSKodiak Gas Services, Inc.	$14.6M	0.97%	0.29%	-50.0%	Q2 2023
JOBYJoby Aviation, Inc.	$14.5M	0.97%	0.18%	+75.0%	Q4 2025
AVAVAeroVironment Inc	$13.7M	0.92%	0.15%	+25.0%	Q3 2025
ANDGAndersen Group Inc.	$13.6M	0.91%	Not reported	Not reported	Q4 2025
ASAmer Sports, Inc.	$13.2M	0.88%	0.07%	Not reported	Q1 2024
QSRRestaurant Brands International Inc.	$12.9M	0.86%	0.05%	-50.0%	Q4 2025
CRCLCircle Internet Group, Inc.	$11.9M	0.80%	Not reported	Not reported	Q3 2025
VISTVista Energy, S.A.B. de C.V.	$11.3M	0.76%	0.16%	New	Q1 2026
AMKRAmkor Technology, Inc.	$11.3M	0.75%	0.10%	New	Q1 2026
GFSGLOBALFOUNDRIES Inc.	$11.1M	0.74%	0.05%	Not reported	Q4 2021
PLTRPalantir Technologies Inc.	$10.4M	0.69%	0.00%	Not reported	Q3 2024
VVXV2X, Inc.	$10.3M	0.69%	0.48%	+50.0%	Q3 2025
WPCW. P. Carey Inc.	$10.2M	0.68%	0.07%	New	Q1 2026
LTMLatam Airlines Group S.A.	$9.89M	0.66%	0.00%	+100.0%	Q3 2025
NKTRNektar Therapeutics	$8.99M	0.60%	0.61%	New	Q1 2026
FPSForgent Power Solutions, Inc.	$8.78M	0.59%	Not reported	New	Q1 2026
DRUGBright Minds Biosciences Inc.	$8.76M	0.59%	1.57%	+140.0%	Q4 2025
APGEApogee Therapeutics, Inc.	$8.42M	0.56%	0.13%	+100.0%	Q3 2023
DNTHDianthus Therapeutics, Inc.	$8.39M	0.56%	0.18%	New	Q1 2026
ORLYO Reilly Automotive Inc	$8.31M	0.56%	0.01%	Not reported	Q2 2025
ASTSAST SpaceMobile, Inc.	$8.29M	0.55%	Not reported	Not reported	Q2 2023
WHRWhirlpool Corp	$8.09M	0.54%	0.23%	New	Q1 2026
ACHRArcher Aviation Inc.	$7.76M	0.52%	0.20%	-50.0%	Q4 2025
EPRTEssential Properties Realty Trust, Inc.	$7.59M	0.51%	0.12%	+25.0%	Q1 2024
GRDNGuardian Pharmacy Services, Inc.	$7.53M	0.50%	Not reported	+100.0%	Q3 2024
PVLAPalvella Therapeutics, Inc.	$7.48M	0.50%	0.42%	New	Q1 2026
NOGNorthern Oil & Gas, Inc.	$7.31M	0.49%	0.24%	New	Q1 2026
APDAir Products & Chemicals, Inc.	$7.26M	0.49%	0.01%	New	Q1 2026
WAYWaystar Holding Corp.	$7.23M	0.48%	0.16%	Not reported	Q2 2024
KTOSKratos Defense & Security Solutions, Inc.	$7.05M	0.47%	0.05%	-60.0%	Q2 2025

Q4 2025Reported Feb 10, 2026137 positions
MSFTMicrosoft Corp	$63.4M	4.82%	0.00%	+74.7%	Q2 2025
NDAQNasdaq, Inc.	$48.6M	3.70%	0.09%	Not reported	Q1 2024
MDLNMedline Inc.	$48.3M	3.68%	Not reported	New	Q4 2025
SNDKSandisk Corp	$47.5M	3.62%	0.14%	-33.3%	Q2 2025
ITTItt Inc.	$43.4M	3.30%	0.32%	New	Q4 2025
TMUST-Mobile US, Inc.	$40.6M	3.09%	0.02%	Not reported	Q3 2025
SOFISoFi Technologies, Inc.	$39.3M	2.99%	0.12%	+100.0%	Q3 2025
MDTMedtronic plc	$38.4M	2.93%	0.03%	Not reported	Q3 2025
COHRCoherent Corp.	$36.9M	2.81%	0.13%	New	Q4 2025
ULSUL Solutions Inc.	$31.5M	2.40%	0.20%	+100.0%	Q2 2024
HONHoneywell International Inc	$31.4M	2.39%	0.03%	New	Q4 2025
GLXYGalaxy Digital Inc.	$28M	2.13%	1250000.00%	-37.5%	Q2 2025
LGNLegence Corp.	$25.8M	1.97%	Not reported	+50.0%	Q3 2025
KRMNKarman Holdings Inc.	$25.6M	1.95%	0.26%	Not reported	Q1 2025
QSRRestaurant Brands International Inc.	$23.9M	1.82%	0.10%	New	Q4 2025
AAPLApple Inc.	$23.7M	1.80%	0.00%	-30.4%	Q2 2025
ACHRArcher Aviation Inc.	$22.6M	1.72%	0.40%	New	Q4 2025
TSLATesla, Inc.	$22.5M	1.71%	0.00%	New	Q4 2025
ECHOEchoStar CORP	$21.7M	1.66%	0.42%	New	Q4 2025
KTOSKratos Defense & Security Solutions, Inc.	$19M	1.45%	0.15%	-50.0%	Q2 2025
KGSKodiak Gas Services, Inc.	$18.7M	1.42%	0.58%	+400.0%	Q2 2023
MIAXMiami International Holdings, Inc.	$17.8M	1.35%	0.47%	+33.3%	Q3 2025
TTANServiceTitan, Inc.	$16M	1.22%	0.42%	Not reported	Q4 2024
VRSNVerisign Inc	$15.2M	1.16%	0.07%	-50.0%	Q3 2025
CRBGCorebridge Financial, Inc.	$15.1M	1.15%	0.10%	Not reported	Q3 2022
BROBrown & Brown, Inc.	$14.9M	1.14%	0.06%	-50.0%	Q2 2025
AVAVAeroVironment Inc	$14.5M	1.11%	0.12%	-50.0%	Q3 2025
CAICaris Life Sciences, Inc.	$13.4M	1.02%	0.18%	+395.1%	Q2 2025
JOBYJoby Aviation, Inc.	$13.2M	1.01%	0.11%	New	Q4 2025
ANDGAndersen Group Inc.	$13M	0.99%	Not reported	New	Q4 2025
PLTRPalantir Technologies Inc.	$12.6M	0.96%	0.00%	Not reported	Q3 2024
ROLRollins Inc	$12M	0.91%	0.04%	Not reported	Q3 2023
LMRILumexa Imaging Holdings, Inc.	$11.9M	0.91%	0.67%	New	Q4 2025
BTSGBrightSpring Health Services, Inc.	$11.2M	0.86%	0.16%	Not reported	Q1 2024
SAROStandardAero, Inc.	$10.8M	0.82%	0.11%	Not reported	Q4 2024
ELEstee Lauder Companies Inc	$10.5M	0.80%	Not reported	New	Q4 2025
SAILSailPoint, Inc.	$10.1M	0.77%	0.09%	Not reported	Q1 2025
CTRICenturi Holdings, Inc.	$10.1M	0.77%	0.40%	-33.3%	Q2 2024
CRCLCircle Internet Group, Inc.	$9.91M	0.75%	Not reported	Not reported	Q3 2025
WAYWaystar Holding Corp.	$9.83M	0.75%	0.16%	Not reported	Q2 2024
MRXMarex Group Ltd	$9.59M	0.73%	0.34%	Not reported	Q2 2024
FIGFigma, Inc.	$9.34M	0.71%	Not reported	Not reported	Q3 2025
HNGEHinge Health, Inc.	$9.29M	0.71%	1.22%	-20.0%	Q2 2025
STWDStarwood Property Trust, Inc.	$9.01M	0.69%	0.13%	-50.0%	Q3 2025
LPLALPL Financial Holdings Inc.	$8.93M	0.68%	0.03%	Not reported	Q1 2025
BETABETA Technologies, Inc.	$8.42M	0.64%	0.79%	New	Q4 2025
NBISNebius Group N.V.	$8.37M	0.64%	0.04%	-50.0%	Q3 2025
NTSKNetskope Inc	$8.33M	0.63%	Not reported	+2.6%	Q3 2025
ORLYO Reilly Automotive Inc	$8.21M	0.63%	0.01%	Not reported	Q2 2025
FIGRFigure Technology Solutions, Inc.	$8.17M	0.62%	Not reported	Not reported	Q3 2025

Q3 2025Reported Nov 12, 202598 positions
GLXYGalaxy Digital Inc.	$67.6M	5.49%	2000000.00%	+60.0%	Q2 2025
TMUST-Mobile US, Inc.	$47.9M	3.89%	0.02%	New	Q3 2025
MCKMckesson Corp	$46.4M	3.76%	0.05%	New	Q3 2025
KTOSKratos Defense & Security Solutions, Inc.	$45.7M	3.71%	0.30%	Not reported	Q2 2025
NDAQNasdaq, Inc.	$44.2M	3.59%	0.09%	Not reported	Q1 2024
MSFTMicrosoft Corp	$38.8M	3.15%	0.00%	-38.9%	Q2 2025
MDTMedtronic plc	$38.1M	3.09%	0.03%	New	Q3 2025
AVAVAeroVironment Inc	$37.8M	3.07%	0.24%	New	Q3 2025
BROBrown & Brown, Inc.	$35.2M	2.86%	0.11%	-50.0%	Q2 2025
VRSNVerisign Inc	$34.9M	2.84%	0.13%	New	Q3 2025
SNDKSandisk Corp	$33.7M	2.73%	0.21%	-40.0%	Q2 2025
AAPLApple Inc.	$31.8M	2.59%	0.00%	+212.5%	Q2 2025
MBLYMobileye Global Inc.	$28.2M	2.29%	0.93%	Not reported	Q4 2022
TTWOTake Two Interactive Software Inc	$25.8M	2.10%	0.05%	Not reported	Q2 2024
ESLTElbit Systems Ltd	$25.5M	2.07%	0.11%	+100.0%	Q2 2025
KRMNKarman Holdings Inc.	$25.3M	2.05%	0.26%	Not reported	Q1 2025
NBISNebius Group N.V.	$22.5M	1.82%	0.08%	New	Q3 2025
SOFISoFi Technologies, Inc.	$19.8M	1.61%	0.06%	New	Q3 2025
STWDStarwood Property Trust, Inc.	$19.4M	1.57%	0.27%	New	Q3 2025
CRCLCircle Internet Group, Inc.	$16.6M	1.35%	Not reported	New	Q3 2025
CRBGCorebridge Financial, Inc.	$16M	1.30%	0.09%	Not reported	Q3 2022
NSCNorfolk Southern Corp	$15.3M	1.24%	0.02%	New	Q3 2025
TTANServiceTitan, Inc.	$15.1M	1.23%	0.42%	-44.4%	Q4 2024
ULSUL Solutions Inc.	$14.2M	1.15%	0.10%	-20.0%	Q2 2024
SPXCSPX Technologies, Inc.	$14M	1.14%	0.15%	New	Q3 2025
CTRECareTrust REIT, Inc.	$13.9M	1.13%	0.18%	New	Q3 2025
MPMP Materials Corp. / DE	$13.4M	1.09%	0.11%	New	Q3 2025
FIGFigma, Inc.	$13M	1.05%	Not reported	New	Q3 2025
PLTRPalantir Technologies Inc.	$13M	1.05%	0.00%	Not reported	Q3 2024
CTRICenturi Holdings, Inc.	$12.7M	1.03%	0.68%	Not reported	Q2 2024
LGNLegence Corp.	$12.3M	1.00%	Not reported	New	Q3 2025
AMATApplied Materials Inc	$12.3M	1.00%	0.01%	New	Q3 2025
HNGEHinge Health, Inc.	$12.3M	1.00%	1.53%	Not reported	Q2 2025
LYVLive Nation Entertainment, Inc.	$12.3M	1.00%	0.03%	-50.0%	Q2 2025
MIAXMiami International Holdings, Inc.	$12.1M	0.98%	0.37%	New	Q3 2025
WDAYWorkday, Inc.	$12M	0.98%	0.02%	New	Q3 2025
WAYWaystar Holding Corp.	$11.4M	0.92%	0.17%	-50.0%	Q2 2024
OKLOOklo Inc.	$11.2M	0.91%	0.06%	-50.0%	Q2 2025
PRMBPrimo Brands Corp	$11.1M	0.90%	0.13%	-75.0%	Q1 2025
SAILSailPoint, Inc.	$11M	0.90%	0.09%	Not reported	Q1 2025
NTSKNetskope Inc	$10.5M	0.85%	Not reported	New	Q3 2025
SAROStandardAero, Inc.	$10.2M	0.83%	0.11%	-50.0%	Q4 2024
ORLYO Reilly Automotive Inc	$9.7M	0.79%	0.01%	Not reported	Q2 2025
BLSHBullish	$9.54M	0.77%	Not reported	New	Q3 2025
NIQNIQ Global Intelligence plc	$9.42M	0.77%	0.20%	New	Q3 2025
CWANClearwater Analytics Holdings, Inc.	$9.01M	0.73%	Not reported	-25.1%	Q4 2021
NWSNews Corp	$8.64M	0.70%	Not reported	New	Q3 2025
RIGTransocean Ltd.	$8.58M	0.70%	0.25%	New	Q3 2025
MRXMarex Group Ltd	$8.41M	0.68%	0.35%	-44.0%	Q2 2024
LPLALPL Financial Holdings Inc.	$8.32M	0.68%	0.03%	-50.0%	Q1 2025

Premium opens every quarter this fund has filed