Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 176
- +9 vs. Q1 2026
- Portfolio value
- $2.48B
- +$987.1M (+66.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 1,770,000 | $302.4M | 12.2% | +1,770,000 | New | History |
| MDLNMedline Inc. | COM CL A | 3,651,044 | $144.0M | 5.8% | +1,151,044+46.0% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 572,000 | $102.7M | 4.1% | +572,000 | New | History |
| NVDANVIDIA Corp | Stock | 456,000 | $91.2M | 3.7% | +456,000 | New | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 300,000 | $87.2M | 3.5% | +25,000+9.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 200,000 | $71.5M | 2.9% | +200,000 | New | History |
| GOOGAlphabet Inc. | Stock | 200,000 | $70.7M | 2.8% | +200,000 | New | History |
| BTSGBrightSpring Health Services, Inc. | COM | 1,000,000 | $69.7M | 2.8% | +400,000+66.7% | Added | History |
| BIDUBaidu, Inc. | ADR | 500,000 | $57.1M | 2.3% | +500,000 | New | History |
| CBRSCerebras Systems Inc. | COM CL A | 250,000 | $55.3M | 2.2% | +250,000 | New | History |
| AEPAmerican Electric Power Co Inc | Stock | 400,000 | $54.7M | 2.2% | +400,000 | New | History |
| FANGDiamondback Energy, Inc. | Stock | 300,000 | $52.7M | 2.1% | 00.0% | Unchanged | History |
| LGNLegence Corp. | CL A | 600,000 | $51.1M | 2.1% | 00.0% | Unchanged | History |
| ETREntergy Corp | COM | 400,000 | $45.9M | 1.8% | +400,000 | New | History |
| INIOInnio N.V. | ORDINARY SHARES | 1,050,000 | $41.5M | 1.7% | +1,050,000 | New | History |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 750,000 | $37.4M | 1.5% | +650,000+650.0% | Added | History |
| GLXYGalaxy Digital Inc. | CL A | 1,250,000 | $34.2M | 1.4% | 00.0% | Unchanged | History |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 550,000 | $30.7M | 1.2% | +250,000+83.3% | Added | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 750,000 | $30.6M | 1.2% | +750,000 | New | History |
| MAIRMadison Air Solutions Corp | COM SHS CL A | 700,000 | $27.3M | 1.1% | +700,000 | New | History |
| KGSKodiak Gas Services, Inc. | COM | 350,000 | $26.3M | 1.1% | +100,000+40.0% | Added | History |
| ITTItt Inc. | COM | 125,000 | $24.7M | 1.0% | −125,000−50.0% | Reduced | History |
| ARXSArxis, Inc. | CL A COM | 500,000 | $23.1M | 0.9% | +500,000 | New | History |
| GFSGLOBALFOUNDRIES Inc. | Stock | 250,000 | $20.6M | 0.8% | 00.0% | Unchanged | History |
| VSECVse Corp | COM | 90,000 | $20.6M | 0.8% | 00.0% | Unchanged | History |
| FRVOFervo Energy Co | CL A COM | 700,000 | $20.5M | 0.8% | +700,000 | New | History |
| MIAXMiami International Holdings, Inc. | COM | 550,000 | $20.4M | 0.8% | 00.0% | Unchanged | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 225,000 | $20.0M | 0.8% | +125,000+125.0% | Added | History |
| NDAQNasdaq, Inc. | COM | 250,000 | $19.7M | 0.8% | 00.0% | Unchanged | History |
| ANDGAndersen Group Inc. | CL A | 500,000 | $18.9M | 0.8% | 00.0% | Unchanged | History |
| WULFTerawulf Inc. | COM | 750,000 | $18.5M | 0.7% | +750,000 | New | History |
| NKTRNektar Therapeutics | COM NEW | 240,000 | $16.8M | 0.7% | +115,000+92.0% | Added | History |
| QNTQuantinuum Inc. | CL A COM | 200,000 | $16.3M | 0.7% | +200,000 | New | History |
| MANEVeradermics, Inc | COMMON STOCK | 125,000 | $15.4M | 0.6% | +50,250+67.2% | Added | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 150,000 | $15.3M | 0.6% | −50,000−25.0% | Reduced | History |
| SAROStandardAero, Inc. | COM | 500,000 | $15.0M | 0.6% | −137,500−21.6% | Reduced | History |
| VVXV2X, Inc. | COM | 200,000 | $14.9M | 0.6% | +50,000+33.3% | Added | History |
| SMCISuper Micro Computer, Inc. | Stock | 500,000 | $14.7M | 0.6% | +500,000 | New | History |
| NRGNRG Energy, Inc. | Stock | 100,000 | $14.6M | 0.6% | −75,000−42.9% | Reduced | History |
| MWHSOLV Energy, Inc. | COM SHS CL A | 400,000 | $13.6M | 0.5% | +250,000+166.7% | Added | History |
| ASAmer Sports, Inc. | COM SHS | 400,000 | $13.5M | 0.5% | 00.0% | Unchanged | History |
| VSHVishay Intertechnology Inc | COM | 248,000 | $13.3M | 0.5% | +248,000 | New | History |
| APGEApogee Therapeutics, Inc. | COM | 100,000 | $13.3M | 0.5% | 00.0% | Unchanged | History |
| AMKRAmkor Technology, Inc. | COM | 150,000 | $12.9M | 0.5% | −100,000−40.0% | Reduced | History |
| INGMIngram Micro Holding Corp | COM | 450,000 | $12.3M | 0.5% | +250,000+125.0% | Added | History |
| XMTRXometry, Inc. | CLASS A COM | 125,000 | $12.1M | 0.5% | +125,000 | New | History |
| ABVXAbivax S.A. | SPONSORED ADS | 90,000 | $12.0M | 0.5% | +40,000+80.0% | Added | History |
| VIAVViavi Solutions Inc. | COM | 250,000 | $11.9M | 0.5% | +250,000 | New | History |
| MSFTMicrosoft Corp | Stock | 32,000 | $11.9M | 0.5% | −39,000−54.9% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 6,000 | $11.9M | 0.5% | +6,000 | New | History |
| CRBGCorebridge Financial, Inc. | COM | 400,000 | $11.5M | 0.5% | +150,000+60.0% | Added | History |
| KRMNKarman Holdings Inc. | COMMON STOCK | 225,000 | $11.2M | 0.5% | +225,000 | New | History |
| VNOMViper Energy, Inc. | CL A | 250,000 | $10.6M | 0.4% | −550,000−68.8% | Reduced | History |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 225,000 | $10.6M | 0.4% | 00.0% | Unchanged | History |
| ORKAOruka Therapeutics, Inc. | COM | 110,000 | $10.5M | 0.4% | +110,000 | New | History |
| MDAMDA Space Ltd. | COM | 250,000 | $10.3M | 0.4% | 00.0% | Unchanged | History |
| MGEEMge Energy Inc | COM | 125,000 | $10.2M | 0.4% | +125,000 | New | History |
| THTarget Hospitality Corp. | COM | 500,000 | $10.2M | 0.4% | +500,000 | New | History |
| DNTHDianthus Therapeutics, Inc. | COM | 100,000 | $9.75M | 0.4% | 00.0% | Unchanged | History |
| BXDCBlackstone Digital Infrastructure Trust Inc. | COMMON STOCK | 425,000 | $9.19M | 0.4% | +425,000 | New | History |
| XEX-Energy, Inc. | COM CL A | 500,000 | $9.18M | 0.4% | +500,000 | New | History |
| PVLAPalvella Therapeutics, Inc. | COM | 60,000 | $9.17M | 0.4% | 00.0% | Unchanged | History |
| WBIWaterBridge Infrastructure LLC | CL A SHS REPSTG | 250,000 | $8.57M | 0.3% | 00.0% | Unchanged | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 120,000 | $8.42M | 0.3% | 00.0% | Unchanged | History |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 200,000 | $8.37M | 0.3% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 71,000 | $8.28M | 0.3% | 00.0% | Unchanged | History |
| VOYGVoyager Technologies, Inc. | COM CL A | 250,000 | $8.06M | 0.3% | 00.0% | Unchanged | History |
| LOARLoar Holdings Inc. | COM SHS | 100,000 | $8.06M | 0.3% | 00.0% | Unchanged | History |
| ALHAlliance Laundry Holdings Inc. | COM | 300,000 | $7.96M | 0.3% | 00.0% | Unchanged | History |
| FLNCFluence Energy, Inc. | COM CL A | 400,000 | $7.95M | 0.3% | +400,000 | New | History |
| LBLandBridge Co LLC | CL A | 100,000 | $7.92M | 0.3% | 00.0% | Unchanged | History |
| DPCDPC Holdings PLC | ORDINARY SHARES | 160,000 | $7.85M | 0.3% | +160,000 | New | History |
| RVMDRevolution Medicines, Inc. | COM | 40,000 | $7.49M | 0.3% | +40,000 | New | History |
| FLYFirefly Aerospace Inc. | COM | 250,000 | $7.35M | 0.3% | +100,000+66.7% | Added | History |
| EROCERock, Inc. | CL A COM | 500,000 | $7.25M | 0.3% | +500,000 | New | History |
| CYTKCytokinetics Inc | COM NEW | 85,000 | $7.24M | 0.3% | +85,000 | New | History |
| JANJanus Living, Inc. | CL A-1 | 250,000 | $7.18M | 0.3% | +250,000 | New | History |
| GMRSGMR Solutions Inc. | COM CL A | 450,000 | $6.96M | 0.3% | +450,000 | New | History |
| AADXApplied Aerospace & Defense, Inc. | COMMON STOCK | 300,000 | $6.83M | 0.3% | +300,000 | New | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 750,000 | $6.69M | 0.3% | −1,000,000−57.1% | Reduced | History |
| BELFBBel Fuse Inc | CL B | 20,000 | $6.66M | 0.3% | +20,000 | New | History |
| ADTADT Inc. | COM | 1,000,000 | $6.50M | 0.3% | +500,000+100.0% | Added | History |
| NPNeptune Insurance Holdings Inc. | CL A | 200,000 | $6.30M | 0.3% | +200,000 | New | History |
| AVEXAEVEX Corp. | COM CL A | 300,000 | $6.27M | 0.3% | +300,000 | New | History |
| TBBBBBB Foods Inc | CL A COM | 150,000 | $6.25M | 0.3% | +150,000 | New | History |
| SYMSymbotic Inc. | Stock | 137,500 | $6.18M | 0.2% | +100,000+266.7% | Added | History |
| FIGRFigure Technology Solutions, Inc. | Stock | 200,000 | $6.14M | 0.2% | 00.0% | Unchanged | History |
| CRCLCircle Internet Group, Inc. | COM CL A | 96,875 | $6.07M | 0.2% | −28,125−22.5% | Reduced | History |
| EQPTEquipmentShare.com Inc | COM CL A | 300,000 | $5.90M | 0.2% | 00.0% | Unchanged | History |
| PDFSPDF Solutions Inc | COM | 75,000 | $5.31M | 0.2% | +75,000 | New | History |
| HAWKHawkEye 360, Inc. | COM SHS | 250,000 | $5.05M | 0.2% | +250,000 | New | History |
| BETABETA Technologies, Inc. | COM SHS CL A | 300,000 | $5.03M | 0.2% | +1,443+0.5% | Added | History |
| Ares Acquisition Corp IIIG3303U112 | UNIT 99/99/9999 | 500,000 | $5.03M | 0.2% | +500,000 | New | – |
| WTTRSelect Water Solutions, Inc. | CL A COM | 250,000 | $5.00M | 0.2% | 00.0% | Unchanged | History |
| RDWRedwire Corp | Stock | 400,000 | $4.89M | 0.2% | 00.0% | Unchanged | History |
| SPTXSeaport Therapeutics, Inc. | COMMON STOCK | 225,000 | $4.89M | 0.2% | +225,000 | New | History |
| KARDKardigan, Inc. | COM | 200,000 | $4.77M | 0.2% | +200,000 | New | History |
| TNGXTango Therapeutics, Inc. | COM | 150,000 | $4.69M | 0.2% | +150,000 | New | History |
| XENEXenon Pharmaceuticals Inc. | COM | 75,000 | $4.53M | 0.2% | 00.0% | Unchanged | History |
| PAYPPayPay Corp | SPONSORED ADS | 300,000 | $4.30M | 0.2% | +8,000+2.7% | Added | History |
Sold out since Q1 2026 (73)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| ECHOEchoStar CORP | CL A | 700,000 | $81.9M | 5.5% | History |
| TSLATesla, Inc. | Stock | 180,000 | $66.9M | 4.5% | History |
| LRCXLam Research Corp | Stock | 264,000 | $56.4M | 3.8% | History |
| AMATApplied Materials Inc | Stock | 150,000 | $51.3M | 3.4% | History |
| SNDKSandisk Corp | COM | 50,000 | $31.8M | 2.1% | History |
| AVAVAeroVironment Inc | COM | 75,000 | $13.7M | 0.9% | History |
| QSRRestaurant Brands International Inc. | COM | 175,000 | $12.9M | 0.9% | History |
| VISTVista Energy, S.A.B. de C.V. | SPONSORED ADS | 150,000 | $11.3M | 0.8% | History |
| WPCW. P. Carey Inc. | COM | 150,000 | $10.2M | 0.7% | History |
| LTMLatam Airlines Group S.A. | SPONSORED ADR | 200,000 | $9.89M | 0.7% | History |
| ORLYO Reilly Automotive Inc | Stock | 90,000 | $8.31M | 0.6% | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 100,000 | $8.29M | 0.6% | History |
| EPRTEssential Properties Realty Trust, Inc. | COM | 250,000 | $7.59M | 0.5% | History |
| NOGNorthern Oil & Gas, Inc. | COM | 250,000 | $7.31M | 0.5% | History |
| APDAir Products & Chemicals, Inc. | Stock | 25,000 | $7.26M | 0.5% | History |
| WAYWaystar Holding Corp. | COM | 300,000 | $7.23M | 0.5% | History |
| LINELineage, Inc. | COM | 200,000 | $6.55M | 0.4% | History |
| CTRICenturi Holdings, Inc. | COM SHS | 200,000 | $5.84M | 0.4% | History |
| BKVBKV Corp | COM | 200,000 | $5.70M | 0.4% | History |
| MRXMarex Group Ltd | ORD | 125,000 | $5.57M | 0.4% | History |
| RELYRemitly Global, Inc. | COM | 350,000 | $5.48M | 0.4% | History |
| BLSHBullish | ORD SHS | 150,000 | $5.36M | 0.4% | History |
| PRPermian Resources Corp | CLASS A COM | 250,000 | $5.33M | 0.4% | History |
| FIGFigma, Inc. | Stock | 250,000 | $5.29M | 0.4% | History |
| PORPortland General Electric Co | COM NEW | 100,000 | $5.28M | 0.4% | History |
| BANCBanc of California, Inc. | COM | 300,000 | $5.27M | 0.4% | History |
| QXOQXO, Inc. | COM NEW | 250,000 | $4.86M | 0.3% | History |
| MGYMagnolia Oil & Gas Corp | CL A | 150,000 | $4.74M | 0.3% | History |
| MHMcGraw Hill, Inc. | COM | 300,000 | $4.11M | 0.3% | History |
| KYIVKyivstar Group Ltd. | ORD SHS | 400,000 | $4.05M | 0.3% | History |
| USARUSA Rare Earth, Inc. | Stock | 262,500 | $3.97M | 0.3% | History |
| GHGuardant Health, Inc. | COM | 40,000 | $3.69M | 0.2% | History |
| EFCEllington Financial Inc. | COM | 300,000 | $3.56M | 0.2% | History |
| NIQNIQ Global Intelligence plc | ORDINARY SHARES | 300,000 | $3.41M | 0.2% | History |
| MCBMetropolitan Bank Holding Corp. | COM | 40,000 | $3.33M | 0.2% | History |
| ETOReToro Group Ltd. | SHS CL A | 100,000 | $3.00M | 0.2% | History |
| MMEDMiniMed Group, Inc. | COM | 200,000 | $2.98M | 0.2% | History |
| ARXAccelerant Holdings | CL A | 200,000 | $2.67M | 0.2% | History |
| ALHCAlignment Healthcare, Inc. | COM | 150,000 | $2.64M | 0.2% | History |
| BGSIBoyd Group Services Inc. | Common Stock | 20,000 | $2.56M | 0.2% | History |
| AXGNAxogen, Inc. | COM | 75,000 | $2.48M | 0.2% | History |
| NTSKNetskope Inc | CL A | 250,000 | $2.12M | 0.1% | History |
| KPET Ultra Paceline CorpG53157122 | COM | 200,000 | $2.00M | 0.1% | – |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 35,000 | $1.69M | 0.1% | History |
| LFSTLifeStance Health Group, Inc. | COM | 250,000 | $1.59M | 0.1% | History |
| GTYGetty Realty Corp | COM | 50,000 | $1.59M | 0.1% | History |
| PXEDPhoenix Education Partners, Inc. | COM | 50,000 | $1.57M | 0.1% | History |
| SMSM Energy Co | COM | 50,000 | $1.56M | 0.1% | History |
| MDUMdu Resources Group Inc | Stock | 75,000 | $1.55M | 0.1% | History |
| CTMXCytomX Therapeutics, Inc. | COM | 325,000 | $1.53M | 0.1% | History |
| XZOExzeo Group, Inc. | COM SHS | 100,000 | $1.47M | 0.1% | History |
| FLOCFlowco Holdings Inc. | COM CL A | 70,000 | $1.44M | 0.1% | History |
| IONQIonQ, Inc. | COM | 50,000 | $1.44M | 0.1% | History |
| SMRNuscale Power Corp | CL A COM | 125,000 | $1.35M | 0.1% | History |
| JCAPJefferson Capital, Inc. | COM | 70,000 | $1.35M | 0.1% | History |
| CURBCurbline Properties Corp. | COM | 50,000 | $1.29M | 0.1% | History |
| GPORGulfport Energy Corp | COMMON SHARES | 5,000 | $1.06M | 0.1% | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 275,000 | $1.05M | 0.1% | History |
| UECUranium Energy Corp | COM | 75,000 | $1.01M | 0.1% | History |
| INVXInnovex International, Inc. | COM | 40,000 | $975.6K | 0.1% | History |
| NTSTNETSTREIT Corp. | COM | 50,000 | $941.5K | 0.1% | History |
| APCARKO Petroleum Corp. | CL A COM | 50,000 | $894.5K | 0.1% | History |
| INRInfinity Natural Resources, Inc. | COM CL A | 50,000 | $880.5K | 0.1% | History |
| HTOH2O America | COM | 15,000 | $880.0K | 0.1% | History |
| EIKNEikon Therapeutics, Inc. | COM | 80,000 | $846.4K | 0.1% | History |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 37,500 | $841.1K | 0.1% | History |
| QBTSD-Wave Quantum Inc. | Stock | 50,000 | $721.5K | <0.1% | History |
| PUMPProPetro Holding Corp. | COM | 50,000 | $720.5K | <0.1% | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 50,000 | $702.0K | <0.1% | History |
| WLTHWealthfront Corp | COM | 75,000 | $693.8K | <0.1% | History |
| LRMRLarimar Therapeutics, Inc. | COM | 125,000 | $562.5K | <0.1% | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 7,500 | $470.3K | <0.1% | History |
| TEOTelecom Argentina SA | SPON ADR REP B | 35,000 | $409.1K | <0.1% | History |