Skip to main content
Livermore
Livermore
ZHEN

Seven Grand Managers, LLC

SEC CIK
0001909126
Latest filing
Aug 14, 2026

The latest 13F from Seven Grand Managers, LLC covers Q2 2026 (filed Aug 14, 2026): 176 long positions worth $2.48B. The top 10 holdings make up 42.3% of the portfolio, and the largest is Space Exploration Technologies Corp (SPCX) at 12.2%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
82
Est. +$1.35B
Added
19
Est. +$199.3M
Reduced
17
Est. −$122.4M
Sold out
73
Est. −$537.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPCXSpace Exploration Technologies Corp
    12.2%$302.4MHistory
  2. MDLNMedline Inc.
    5.8%$144.0MHistory
  3. DLRDigital Realty Trust, Inc.
    4.1%$102.7MHistory
  4. NVDANVIDIA Corp
    3.7%$91.2MHistory
  5. LHXL3HARRIS Technologies, Inc.
    3.5%$87.2MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. SPCXSpace Exploration Technologies Corp
    +$302.4MNewHistory
  2. DLRDigital Realty Trust, Inc.
    +$102.7MNewHistory
  3. NVDANVIDIA Corp
    +$91.2MNewHistory
  4. GOOGLAlphabet Inc.
    +$71.5MNewHistory
  5. GOOGAlphabet Inc.
    +$70.7MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SPCXSpace Exploration Technologies Corp
    +12.18 pp0.0% → 12.2%History
  2. DLRDigital Realty Trust, Inc.
    +4.14 pp0.0% → 4.1%History
  3. NVDANVIDIA Corp
    +3.67 pp0.0% → 3.7%History
  4. GOOGLAlphabet Inc.
    +2.88 pp0.0% → 2.9%History
  5. GOOGAlphabet Inc.
    +2.85 pp0.0% → 2.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. ECHOEchoStar CORP
    −$81.9MSold outHistory
  2. TSLATesla, Inc.
    −$66.9MSold outHistory
  3. LRCXLam Research Corp
    −$56.4MSold outHistory
  4. AMATApplied Materials Inc
    −$51.3MSold outHistory
  5. SNDKSandisk Corp
    −$31.8MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ECHOEchoStar CORP
    −5.48 pp5.5% → 0.0%History
  2. TSLATesla, Inc.
    −4.47 pp4.5% → 0.0%History
  3. LRCXLam Research Corp
    −3.77 pp3.8% → 0.0%History
  4. AMATApplied Materials Inc
    −3.43 pp3.4% → 0.0%History
  5. ITTItt Inc.
    −2.19 pp3.2% → 1.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.48B
+$987.1M (+66.0%) vs. prior quarter
Positions
176
+9 vs. prior quarter
Top 10 concentration
42.3%
Top 10 as share of value
Turnover
33.1%
Q2 2026, one quarter
Average holding period
2.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.48B (Q2 2026)

Q4 2021: $104.3MQ1 2022: $114.9MQ2 2022: $44.4MQ3 2022: $29.1MQ4 2022: $19.3MQ1 2023: $34.7MQ2 2023: $51.4MQ3 2023: $74.7MQ4 2023: $104.7MQ1 2024: $204.2MQ2 2024: $221.4MQ3 2024: $448.9MQ4 2024: $218.5MQ1 2025: $428.3MQ2 2025: $833.8MQ3 2025: $1.23BQ4 2025: $1.31BQ1 2026: $1.50BQ2 2026: $2.48B
Q4 2021Q2 2026
13F filings of Seven Grand Managers, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026176$2.48BSPCXMDLNDLRvs. Q1 2026SEC
Q1 2026May 6, 2026167$1.50BMDLNLHXECHOvs. Q4 2025SEC
Q4 2025Feb 10, 2026138$1.31BMSFTNDAQMDLNvs. Q3 2025SEC
Q3 2025Nov 12, 202599$1.23BGLXYTMUSMCKvs. Q2 2025SEC
Q2 2025Aug 13, 202562$833.8MBROMSFTPRMBvs. Q1 2025SEC
Q1 2025May 13, 202541$428.3MKDPNDAQPRMBvs. Q4 2024SEC
Q4 2024Feb 14, 202537$218.5MNDAQCyberark Software LtdULSvs. Q3 2024SEC
Q3 2024Oct 16, 202465$448.9MNDAQLINEDELLvs. Q2 2024SEC
Q2 2024Aug 14, 202450$221.4MAPPARMDvs. Q1 2024SEC
Q1 2024Apr 23, 202444$204.2MNXTCNMDvs. Q4 2023SEC
Q4 2023Feb 7, 202433$104.7MPRARMSMCIvs. Q3 2023SEC
Q3 2023Nov 14, 202327$74.7MSPYARMCNMvs. Q2 2023SEC
Q2 2023Aug 14, 202324$51.4MKVUERHPKGSvs. Q1 2023SEC
Q1 2023May 15, 202317$34.7MCWANAERAWKvs. Q4 2022SEC
Q4 2022Feb 14, 202310$19.3MBRBRNFEFreyr Batteryvs. Q3 2022SEC
Q3 2022Nov 14, 202220$29.1MFrontier Acquisition Corp.CRBGGDYNvs. Q2 2022SEC
Q2 2022Aug 11, 202225$44.4MAMTFrontier Acquisition Corp.Battery Future Acquisition Cvs. Q1 2022SEC
Q1 2022May 13, 202256$114.9MSWXBattery Future Acquisition CFrontier Acquisition Corp.vs. Q4 2021SEC
Q4 2021Feb 10, 202265$104.3MBattery Future Acquisition CFrontier Acquisition Corp.Quantum Fintech Acquistin Co–SEC