Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 99
- +37 vs. Q2 2025
- Portfolio value
- $1.23B
- +$397.5M (+47.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GLXYGalaxy Digital Inc. | CL A | 2,000,000 | $67.6M | 5.5% | +750,000+60.0% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 200,000 | $47.9M | 3.9% | +200,000 | New | History |
| MCKMcKesson Corp | Stock | 60,000 | $46.4M | 3.8% | +60,000 | New | History |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 500,000 | $45.7M | 3.7% | 00.0% | Unchanged | History |
| NDAQNasdaq, Inc. | COM | 500,000 | $44.2M | 3.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 75,000 | $38.8M | 3.2% | −47,793−38.9% | Reduced | History |
| MDTMedtronic plc | Stock | 400,000 | $38.1M | 3.1% | +400,000 | New | History |
| AVAVAeroVironment Inc | COM | 120,000 | $37.8M | 3.1% | +120,000 | New | History |
| BROBrown & Brown, Inc. | Stock | 375,000 | $35.2M | 2.9% | −375,000−50.0% | Reduced | History |
| VRSNVerisign Inc | COM | 125,000 | $34.9M | 2.8% | +125,000 | New | History |
| SNDKSandisk Corp | COM | 300,000 | $33.7M | 2.7% | −200,000−40.0% | Reduced | History |
| AAPLApple Inc. | Stock | 125,000 | $31.8M | 2.6% | +85,000+212.5% | Added | History |
| MBLYMobileye Global Inc. | Stock | 2,000,000 | $28.2M | 2.3% | +2,000,000 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 100,000 | $25.8M | 2.1% | 00.0% | Unchanged | History |
| ESLTElbit Systems Ltd | Stock | 50,000 | $25.5M | 2.1% | +25,000+100.0% | Added | History |
| KRMNKarman Holdings Inc. | COMMON STOCK | 350,000 | $25.3M | 2.1% | 00.0% | Unchanged | History |
| NBISNebius Group N.V. | Stock | 200,000 | $22.5M | 1.8% | +200,000 | New | History |
| SOFISoFi Technologies, Inc. | Stock | 750,000 | $19.8M | 1.6% | +750,000 | New | History |
| STWDStarwood Property Trust, Inc. | COM | 1,000,000 | $19.4M | 1.6% | +1,000,000 | New | History |
| CRCLCircle Internet Group, Inc. | COM CL A | 125,000 | $16.6M | 1.3% | +125,000 | New | History |
| CRBGCorebridge Financial, Inc. | COM | 500,000 | $16.0M | 1.3% | +500,000 | New | History |
| NSCNorfolk Southern Corp | Stock | 51,000 | $15.3M | 1.2% | +51,000 | New | History |
| TTANServiceTitan, Inc. | SHS CL A | 150,000 | $15.1M | 1.2% | −120,000−44.4% | Reduced | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 200,000 | $14.2M | 1.2% | −50,000−20.0% | Reduced | History |
| SPXCSPX Technologies, Inc. | COM | 75,000 | $14.0M | 1.1% | +75,000 | New | History |
| CTRECareTrust REIT, Inc. | COM | 400,000 | $13.9M | 1.1% | +400,000 | New | History |
| MPMP Materials Corp. | COM CL A | 200,000 | $13.4M | 1.1% | +200,000 | New | History |
| FIGFigma, Inc. | Stock | 250,000 | $13.0M | 1.1% | +250,000 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 71,000 | $13.0M | 1.1% | +71,000 | New | History |
| CTRICenturi Holdings, Inc. | COM SHS | 600,000 | $12.7M | 1.0% | +600,000 | New | History |
| LGNLegence Corp. | CL A | 400,000 | $12.3M | 1.0% | +400,000 | New | History |
| AMATApplied Materials Inc | Stock | 60,000 | $12.3M | 1.0% | +60,000 | New | History |
| HNGEHinge Health, Inc. | CL A | 250,000 | $12.3M | 1.0% | 00.0% | Unchanged | History |
| LYVLive Nation Entertainment, Inc. | COM | 75,000 | $12.3M | 1.0% | −75,000−50.0% | Reduced | History |
| MIAXMiami International Holdings, Inc. | COM | 300,000 | $12.1M | 1.0% | +300,000 | New | History |
| WDAYWorkday, Inc. | CL A | 50,000 | $12.0M | 1.0% | +50,000 | New | History |
| WAYWaystar Holding Corp. | COM | 300,000 | $11.4M | 0.9% | −300,000−50.0% | Reduced | History |
| OKLOOklo Inc. | COM CL A | 100,000 | $11.2M | 0.9% | −100,000−50.0% | Reduced | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 500,000 | $11.1M | 0.9% | −1,500,000−75.0% | Reduced | History |
| SAILSailPoint, Inc. | COM | 500,000 | $11.0M | 0.9% | 00.0% | Unchanged | History |
| NTSKNetskope Inc | CL A | 463,000 | $10.5M | 0.9% | +463,000 | New | History |
| SAROStandardAero, Inc. | COM | 375,000 | $10.2M | 0.8% | −375,000−50.0% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 90,000 | $9.70M | 0.8% | 00.0% | Unchanged | History |
| BLSHBullish | ORD SHS | 150,000 | $9.54M | 0.8% | +150,000 | New | History |
| NIQNIQ Global Intelligence plc | ORDINARY SHARES | 600,000 | $9.42M | 0.8% | +600,000 | New | History |
| OSOneStream, Inc. | CL A | 500,000 | $9.21M | 0.7% | −350,000−41.2% | Reduced | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 500,000 | $9.01M | 0.7% | −167,103−25.0% | Reduced | History |
| NWSNews Corp | CL B | 250,000 | $8.64M | 0.7% | +250,000 | New | History |
| RIGTransocean Ltd. | REGISTERED SHS | 2,750,000 | $8.58M | 0.7% | +2,750,000 | New | History |
| MRXMarex Group Ltd | ORD | 250,000 | $8.40M | 0.7% | −196,374−44.0% | Reduced | History |
| LPLALPL Financial Holdings Inc. | COM | 25,000 | $8.32M | 0.7% | −25,000−50.0% | Reduced | History |
| CVXChevron Corp | Stock | 50,000 | $7.76M | 0.6% | +50,000 | New | History |
| LINELineage, Inc. | COM | 200,000 | $7.73M | 0.6% | 00.0% | Unchanged | History |
| VNOMViper Energy, Inc. | CL A | 200,000 | $7.64M | 0.6% | 00.0% | Unchanged | History |
| SFDSmithfield Foods Inc | COM | 325,000 | $7.63M | 0.6% | +75,000+30.0% | Added | History |
| QXOQXO, Inc. | COM NEW | 400,000 | $7.62M | 0.6% | −293,540−42.3% | Reduced | History |
| FIGRFigure Technology Solutions, Inc. | Stock | 200,000 | $7.27M | 0.6% | +200,000 | New | History |
| WBIWaterBridge Infrastructure LLC | CL A SHS REPSTG | 250,000 | $6.30M | 0.5% | +250,000 | New | History |
| HGVHilton Grand Vacations Inc. | COM | 150,000 | $6.27M | 0.5% | +150,000 | New | History |
| CHWYChewy, Inc. | CL A | 150,000 | $6.07M | 0.5% | 00.0% | Unchanged | History |
| LOARLoar Holdings Inc. | COM SHS | 75,000 | $6.00M | 0.5% | −25,000−25.0% | Reduced | History |
| VVXV2X, Inc. | COM | 100,000 | $5.81M | 0.5% | +100,000 | New | History |
| VOYGVoyager Technologies, Inc. | COM CL A | 188,435 | $5.61M | 0.5% | +13,435+7.7% | Added | History |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 200,000 | $5.51M | 0.4% | 00.0% | Unchanged | History |
| LBLandBridge Co LLC | CL A | 100,000 | $5.33M | 0.4% | 00.0% | Unchanged | History |
| IDAIdacorp Inc | COM | 40,000 | $5.29M | 0.4% | −35,000−46.7% | Reduced | History |
| FWDIForward Industries, Inc. | COM NEW | 270,271 | $5.00M | 0.4% | +270,271 | New | History |
| LTMLatam Airlines Group S.A. | SPONSORED ADR | 100,000 | $4.53M | 0.4% | +100,000 | New | History |
| BIRKBirkenstock Holding plc | COM SHS | 100,000 | $4.53M | 0.4% | −100,000−50.0% | Reduced | History |
| FLYFirefly Aerospace Inc. | COM | 150,000 | $4.40M | 0.4% | +150,000 | New | History |
| ADTADT Inc. | COM | 500,000 | $4.36M | 0.4% | 00.0% | Unchanged | History |
| KVYOKlaviyo, Inc. | COM SER A | 150,000 | $4.15M | 0.3% | +150,000 | New | History |
| ETOReToro Group Ltd. | SHS CL A | 100,000 | $4.13M | 0.3% | +75,000+300.0% | Added | History |
| SNPSSynopsys Inc | COM | 7,817 | $3.86M | 0.3% | +7,817 | New | History |
| MMYTMakeMyTrip Ltd | Stock | 40,000 | $3.74M | 0.3% | −35,000−46.7% | Reduced | History |
| KGSKodiak Gas Services, Inc. | COM | 100,000 | $3.70M | 0.3% | −100,000−50.0% | Reduced | History |
| TBBBBBB Foods Inc | CL A COM | 125,000 | $3.37M | 0.3% | −125,000−50.0% | Reduced | History |
| CHYMChime Financial, Inc. | COM SHS CL A | 150,000 | $3.03M | 0.2% | +50,000+50.0% | Added | History |
| CAICaris Life Sciences, Inc. | COM | 100,000 | $3.02M | 0.2% | +50,000+100.0% | Added | History |
| ARXAccelerant Holdings | CL A | 200,000 | $2.98M | 0.2% | +200,000 | New | History |
| DLOdLocal Ltd | CLASS A COM | 200,000 | $2.86M | 0.2% | +200,000 | New | History |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 100,000 | $2.62M | 0.2% | −100,000−50.0% | Reduced | History |
| STUBStubHub Holdings, Inc. | CL A | 150,000 | $2.53M | 0.2% | +150,000 | New | History |
| MHMcGraw Hill, Inc. | COM | 199,750 | $2.51M | 0.2% | +199,750 | New | History |
| VIAVia Transportation, Inc. | COM CL A | 50,000 | $2.40M | 0.2% | +50,000 | New | History |
| BRCBBlack Rock Coffee Bar, Inc. | CL A | 100,000 | $2.39M | 0.2% | +100,000 | New | History |
| PTRNPattern Group Inc. | COM SER A | 150,000 | $2.06M | 0.2% | +150,000 | New | History |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 75,000 | $2.03M | 0.2% | +25,000+50.0% | Added | History |
| CHECUChenghe Acquisition III Co. | UNIT 09/09/2030 | 196,257 | $1.96M | 0.2% | +196,257 | New | History |
| KLARKlarna Group plc | Stock | 50,000 | $1.83M | 0.1% | +50,000 | New | History |
| HTFLHeartflow, Inc. | COM | 50,000 | $1.68M | 0.1% | +50,000 | New | History |
| AMBQAmbiq Micro, Inc. | COMMON STOCK | 50,000 | $1.50M | 0.1% | +50,000 | New | History |
| SFNCSimmons First National Corp | CL A $1 PAR | 75,000 | $1.44M | 0.1% | +75,000 | New | History |
| TWFGTWFG, Inc. | COM CL A | 50,000 | $1.37M | 0.1% | +10,000+25.0% | Added | History |
| GEMIGemini Space Station, Inc. | CL A COM | 50,000 | $1.20M | 0.1% | +50,000 | New | History |
| FLOCFlowco Holdings Inc. | COM CL A | 70,000 | $1.04M | 0.1% | 00.0% | Unchanged | History |
| MNTNMNTN, Inc. | CL A | 50,000 | $927.5K | 0.1% | +25,500+104.1% | Added | History |
| INRInfinity Natural Resources, Inc. | COM CL A | 50,000 | $655.5K | 0.1% | 00.0% | Unchanged | History |
| DECDiversified Energy Co | SHS NEW | 33,736 | $472.6K | <0.1% | +33,736 | New | History |
Sold out since Q2 2025 (14)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| AEPAmerican Electric Power Co Inc | Stock | 150,000 | $15.6M | 1.9% | History |
| ASAmer Sports, Inc. | COM SHS | 300,000 | $11.6M | 1.4% | History |
| JNJJohnson & Johnson | Stock | 54,000 | $8.25M | 1.0% | History |
| ANSSAnsys Inc | COM | 23,000 | $8.08M | 1.0% | History |
| CARRCarrier Global Corp | Stock | 100,000 | $7.32M | 0.9% | History |
| CALMCal-Maine Foods Inc | COM NEW | 70,000 | $6.97M | 0.8% | History |
| COCOVita Coco Company, Inc. | COM | 100,000 | $3.61M | 0.4% | History |
| BTSGBrightSpring Health Services, Inc. | COM | 150,000 | $3.54M | 0.4% | History |
| AESIAtlas Energy Solutions Inc. | COM NEW | 250,000 | $3.34M | 0.4% | History |
| SITMSITIME Corp | COM | 15,000 | $3.20M | 0.4% | History |
| CRGYCrescent Energy Co | CL A COM | 250,000 | $2.15M | 0.3% | History |
| Aspen Insurance Holdings LtdG05384501 | ORD SHS CL A | 60,000 | $1.89M | 0.2% | – |
| ECVTEcovyst Inc. | COM | 150,000 | $1.23M | 0.1% | History |
| AIIAmerican Integrity Insurance Group, Inc. | COM | 50,000 | $919.5K | 0.1% | History |