Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 138
- +39 vs. Q3 2025
- Portfolio value
- $1.31B
- +$81.9M (+6.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 131,000 | $63.4M | 4.8% | +56,000+74.7% | Added | History |
| NDAQNasdaq, Inc. | COM | 500,000 | $48.6M | 3.7% | 00.0% | Unchanged | History |
| MDLNMedline Inc. | COM CL A | 1,150,000 | $48.3M | 3.7% | +1,150,000 | New | History |
| SNDKSandisk Corp | COM | 200,000 | $47.5M | 3.6% | −100,000−33.3% | Reduced | History |
| ITTItt Inc. | COM | 250,000 | $43.4M | 3.3% | +250,000 | New | History |
| TMUST-Mobile US, Inc. | Stock | 200,000 | $40.6M | 3.1% | 00.0% | Unchanged | History |
| SOFISoFi Technologies, Inc. | Stock | 1,500,000 | $39.3M | 3.0% | +750,000+100.0% | Added | History |
| MDTMedtronic plc | Stock | 400,000 | $38.4M | 2.9% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 200,000 | $36.9M | 2.8% | +200,000 | New | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 400,000 | $31.5M | 2.4% | +200,000+100.0% | Added | History |
| HONHoneywell International Inc | COM | 161,000 | $31.4M | 2.4% | +161,000 | New | History |
| GLXYGalaxy Digital Inc. | CL A | 1,250,000 | $27.9M | 2.1% | −750,000−37.5% | Reduced | History |
| LGNLegence Corp. | CL A | 600,000 | $25.8M | 2.0% | +200,000+50.0% | Added | History |
| KRMNKarman Holdings Inc. | COMMON STOCK | 350,000 | $25.6M | 2.0% | 00.0% | Unchanged | History |
| QSRRestaurant Brands International Inc. | COM | 350,000 | $23.9M | 1.8% | +350,000 | New | History |
| AAPLApple Inc. | Stock | 87,000 | $23.7M | 1.8% | −38,000−30.4% | Reduced | History |
| ACHRArcher Aviation Inc. | Stock | 3,000,000 | $22.6M | 1.7% | +3,000,000 | New | History |
| TSLATesla, Inc. | Stock | 50,000 | $22.5M | 1.7% | +50,000 | New | History |
| ECHOEchoStar CORP | CL A | 200,000 | $21.7M | 1.7% | +200,000 | New | History |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 250,000 | $19.0M | 1.4% | −250,000−50.0% | Reduced | History |
| KGSKodiak Gas Services, Inc. | COM | 500,000 | $18.7M | 1.4% | +400,000+400.0% | Added | History |
| MIAXMiami International Holdings, Inc. | COM | 400,000 | $17.8M | 1.4% | +100,000+33.3% | Added | History |
| TTANServiceTitan, Inc. | SHS CL A | 150,000 | $16.0M | 1.2% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 62,500 | $15.2M | 1.2% | −62,500−50.0% | Reduced | History |
| CRBGCorebridge Financial, Inc. | COM | 500,000 | $15.1M | 1.1% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 187,500 | $14.9M | 1.1% | −187,500−50.0% | Reduced | History |
| AVAVAeroVironment Inc | COM | 60,000 | $14.5M | 1.1% | −60,000−50.0% | Reduced | History |
| CAICaris Life Sciences, Inc. | COM | 495,095 | $13.4M | 1.0% | +395,095+395.1% | Added | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,000,000 | $13.2M | 1.0% | +1,000,000 | New | History |
| ANDGAndersen Group Inc. | CL A | 500,000 | $13.0M | 1.0% | +500,000 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 71,000 | $12.6M | 1.0% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 200,000 | $12.0M | 0.9% | +200,000 | New | History |
| LMRILumexa Imaging Holdings, Inc. | COM | 645,500 | $11.9M | 0.9% | +645,500 | New | History |
| BTSGBrightSpring Health Services, Inc. | COM | 300,000 | $11.2M | 0.9% | +300,000 | New | History |
| SAROStandardAero, Inc. | COM | 375,000 | $10.8M | 0.8% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 100,000 | $10.5M | 0.8% | +100,000 | New | History |
| SAILSailPoint, Inc. | COM | 500,000 | $10.1M | 0.8% | 00.0% | Unchanged | History |
| CTRICenturi Holdings, Inc. | COM SHS | 400,000 | $10.1M | 0.8% | −200,000−33.3% | Reduced | History |
| CRCLCircle Internet Group, Inc. | COM CL A | 125,000 | $9.91M | 0.8% | 00.0% | Unchanged | History |
| WAYWaystar Holding Corp. | COM | 300,000 | $9.82M | 0.7% | 00.0% | Unchanged | History |
| MRXMarex Group Ltd | ORD | 250,000 | $9.59M | 0.7% | 00.0% | Unchanged | History |
| FIGFigma, Inc. | Stock | 250,000 | $9.34M | 0.7% | 00.0% | Unchanged | History |
| HNGEHinge Health, Inc. | CL A | 200,000 | $9.29M | 0.7% | −50,000−20.0% | Reduced | History |
| STWDStarwood Property Trust, Inc. | COM | 500,000 | $9.01M | 0.7% | −500,000−50.0% | Reduced | History |
| LPLALPL Financial Holdings Inc. | COM | 25,000 | $8.93M | 0.7% | 00.0% | Unchanged | History |
| BETABETA Technologies, Inc. | COM SHS CL A | 298,557 | $8.42M | 0.6% | +298,557 | New | History |
| NBISNebius Group N.V. | Stock | 100,000 | $8.37M | 0.6% | −100,000−50.0% | Reduced | History |
| NTSKNetskope Inc | CL A | 475,000 | $8.33M | 0.6% | +12,000+2.6% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 90,000 | $8.21M | 0.6% | 00.0% | Unchanged | History |
| FIGRFigure Technology Solutions, Inc. | Stock | 200,000 | $8.17M | 0.6% | 00.0% | Unchanged | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 1,000,000 | $7.95M | 0.6% | +1,000,000 | New | History |
| VNOMViper Energy, Inc. | CL A | 200,000 | $7.73M | 0.6% | 00.0% | Unchanged | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 100,000 | $7.26M | 0.6% | +100,000 | New | History |
| SFDSmithfield Foods Inc | COM | 325,000 | $7.26M | 0.6% | 00.0% | Unchanged | History |
| LINELineage, Inc. | COM | 200,000 | $7.00M | 0.5% | 00.0% | Unchanged | History |
| LOARLoar Holdings Inc. | COM SHS | 100,000 | $6.80M | 0.5% | +25,000+33.3% | Added | History |
| GFLGFL Environmental Inc. | SUB VTG SHS | 150,000 | $6.44M | 0.5% | +150,000 | New | History |
| OGEOGE Energy Corp. | COM | 150,000 | $6.41M | 0.5% | +150,000 | New | History |
| ALHAlliance Laundry Holdings Inc. | COM | 300,000 | $6.11M | 0.5% | +300,000 | New | History |
| EPRTEssential Properties Realty Trust, Inc. | COM | 200,000 | $5.93M | 0.5% | +200,000 | New | History |
| BLSHBullish | ORD SHS | 150,000 | $5.68M | 0.4% | 00.0% | Unchanged | History |
| VVXV2X, Inc. | COM | 100,000 | $5.46M | 0.4% | 00.0% | Unchanged | History |
| LTMLatam Airlines Group S.A. | SPONSORED ADR | 100,000 | $5.40M | 0.4% | 00.0% | Unchanged | History |
| VOYGVoyager Technologies, Inc. | COM CL A | 199,169 | $5.21M | 0.4% | +10,734+5.7% | Added | History |
| VSECVse Corp | COM | 30,000 | $5.18M | 0.4% | +30,000 | New | History |
| WBIWaterBridge Infrastructure LLC | CL A SHS REPSTG | 250,000 | $5.00M | 0.4% | 00.0% | Unchanged | History |
| MHMcGraw Hill, Inc. | COM | 300,000 | $4.95M | 0.4% | +100,250+50.2% | Added | History |
| NIQNIQ Global Intelligence plc | ORDINARY SHARES | 300,000 | $4.95M | 0.4% | −300,000−50.0% | Reduced | History |
| LBLandBridge Co LLC | CL A | 100,000 | $4.90M | 0.4% | 00.0% | Unchanged | History |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 100,000 | $4.71M | 0.4% | +100,000 | New | History |
| OSOneStream, Inc. | CL A | 250,000 | $4.59M | 0.3% | −250,000−50.0% | Reduced | History |
| SYMSymbotic Inc. | Stock | 75,000 | $4.46M | 0.3% | +75,000 | New | History |
| SHCSotera Health Co | COM | 250,000 | $4.41M | 0.3% | +250,000 | New | History |
| GHGuardant Health, Inc. | COM | 40,000 | $4.09M | 0.3% | +40,000 | New | History |
| ADTADT Inc. | COM | 500,000 | $4.04M | 0.3% | 00.0% | Unchanged | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 50,000 | $3.90M | 0.3% | +50,000 | New | History |
| BBIOBridgeBio Pharma, Inc. | COM | 50,000 | $3.82M | 0.3% | +50,000 | New | History |
| CHYMChime Financial, Inc. | COM SHS CL A | 150,000 | $3.78M | 0.3% | 00.0% | Unchanged | History |
| APGEApogee Therapeutics, Inc. | COM | 50,000 | $3.77M | 0.3% | +50,000 | New | History |
| SNPSSynopsys Inc | COM | 7,817 | $3.67M | 0.3% | 00.0% | Unchanged | History |
| XZOExzeo Group, Inc. | COM SHS | 150,000 | $3.64M | 0.3% | +150,000 | New | History |
| OKLOOklo Inc. | COM CL A | 50,000 | $3.59M | 0.3% | −50,000−50.0% | Reduced | History |
| VIKViking Holdings Ltd | ORD SHS | 50,000 | $3.57M | 0.3% | +50,000 | New | History |
| ETOReToro Group Ltd. | SHS CL A | 100,000 | $3.51M | 0.3% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 50,000 | $3.48M | 0.3% | +50,000 | New | History |
| HGVHilton Grand Vacations Inc. | COM | 75,000 | $3.36M | 0.3% | −75,000−50.0% | Reduced | History |
| FLYFirefly Aerospace Inc. | COM | 150,000 | $3.36M | 0.3% | 00.0% | Unchanged | History |
| AEROGrupo Aeromexico, S.A.B. de C.V. | SPONSORED ADS | 150,000 | $3.29M | 0.3% | +150,000 | New | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 100,000 | $3.28M | 0.2% | +100,000 | New | History |
| ARXAccelerant Holdings | CL A | 200,000 | $3.27M | 0.2% | 00.0% | Unchanged | History |
| BGSIBoyd Group Services Inc. | Common Stock | 20,000 | $3.19M | 0.2% | +20,000 | New | History |
| VRDNViridian Therapeutics, Inc. | COM | 100,000 | $3.11M | 0.2% | +100,000 | New | History |
| DFTXDefinium Therapeutics, Inc. | Stock | 225,000 | $3.01M | 0.2% | +225,000 | New | History |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 100,000 | $3.01M | 0.2% | 00.0% | Unchanged | History |
| MDUMdu Resources Group Inc | Stock | 150,000 | $2.93M | 0.2% | +150,000 | New | History |
| HTFLHeartflow, Inc. | COM | 100,000 | $2.92M | 0.2% | +50,000+100.0% | Added | History |
| CAPRCapricor Therapeutics, Inc. | COM NEW | 100,000 | $2.89M | 0.2% | +100,000 | New | History |
| DLOdLocal Ltd | CLASS A COM | 200,000 | $2.83M | 0.2% | 00.0% | Unchanged | History |
| IRONDisc Medicine, Inc. | COM | 35,000 | $2.78M | 0.2% | +35,000 | New | History |
| KMTSKestra Medical Technologies, Ltd. | SHS | 100,000 | $2.65M | 0.2% | +100,000 | New | History |
Sold out since Q3 2025 (30)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| MCKMcKesson Corp | Stock | 60,000 | $46.4M | 3.8% | History |
| MBLYMobileye Global Inc. | Stock | 2,000,000 | $28.2M | 2.3% | History |
| TTWOTake Two Interactive Software Inc | COM | 100,000 | $25.8M | 2.1% | History |
| ESLTElbit Systems Ltd | Stock | 50,000 | $25.5M | 2.1% | History |
| NSCNorfolk Southern Corp | Stock | 51,000 | $15.3M | 1.2% | History |
| SPXCSPX Technologies, Inc. | COM | 75,000 | $14.0M | 1.1% | History |
| CTRECareTrust REIT, Inc. | COM | 400,000 | $13.9M | 1.1% | History |
| MPMP Materials Corp. | COM CL A | 200,000 | $13.4M | 1.1% | History |
| AMATApplied Materials Inc | Stock | 60,000 | $12.3M | 1.0% | History |
| LYVLive Nation Entertainment, Inc. | COM | 75,000 | $12.3M | 1.0% | History |
| WDAYWorkday, Inc. | CL A | 50,000 | $12.0M | 1.0% | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 500,000 | $11.1M | 0.9% | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 500,000 | $9.01M | 0.7% | History |
| NWSNews Corp | CL B | 250,000 | $8.64M | 0.7% | History |
| RIGTransocean Ltd. | REGISTERED SHS | 2,750,000 | $8.58M | 0.7% | History |
| CVXChevron Corp | Stock | 50,000 | $7.76M | 0.6% | History |
| QXOQXO, Inc. | COM NEW | 400,000 | $7.62M | 0.6% | History |
| CHWYChewy, Inc. | CL A | 150,000 | $6.07M | 0.5% | History |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 200,000 | $5.51M | 0.4% | History |
| FWDIForward Industries, Inc. | COM NEW | 270,271 | $5.00M | 0.4% | History |
| BIRKBirkenstock Holding plc | COM SHS | 100,000 | $4.53M | 0.4% | History |
| KVYOKlaviyo, Inc. | COM SER A | 150,000 | $4.15M | 0.3% | History |
| MMYTMakeMyTrip Ltd | Stock | 40,000 | $3.74M | 0.3% | History |
| TBBBBBB Foods Inc | CL A COM | 125,000 | $3.37M | 0.3% | History |
| STUBStubHub Holdings, Inc. | CL A | 150,000 | $2.53M | 0.2% | History |
| CHECUChenghe Acquisition III Co. | UNIT 09/09/2030 | 196,257 | $1.96M | 0.2% | History |
| SFNCSimmons First National Corp | CL A $1 PAR | 75,000 | $1.44M | 0.1% | History |
| TWFGTWFG, Inc. | COM CL A | 50,000 | $1.37M | 0.1% | History |
| GEMIGemini Space Station, Inc. | CL A COM | 50,000 | $1.20M | 0.1% | History |
| DECDiversified Energy Co | SHS NEW | 33,736 | $472.6K | <0.1% | History |