Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 50
- 較 2024 年第 1 季 +6
- 總值
- $2.21 億
- 較 2024 年第 1 季 +$1,712 萬 (+8.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 200,000 | $1,664 萬 | 7.5% | +200,000 | 新進 | 歷史 |
| ARMArm Holdings PLC | ADR | 75,000 | $1,227 萬 | 5.5% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 250,000 | $1,225 萬 | 5.5% | 00.0% | 不變 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 66,000 | $1,026 萬 | 4.6% | +66,000 | 新進 | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 200,000 | $1,011 萬 | 4.6% | +200,000 | 新進 | 歷史 |
| CAVACava Group, Inc. | COM | 100,000 | $927.5 萬 | 4.2% | −25,000−20.0% | 減碼 | 歷史 |
| SNXTD Synnex Corp | COM | 75,000 | $865.5 萬 | 3.9% | +500+0.7% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 250,000 | $865.3 萬 | 3.9% | 00.0% | 不變 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 500,000 | $807.5 萬 | 3.6% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 100,000 | $779.2 萬 | 3.5% | 00.0% | 不變 | 歷史 |
| KVUEKenvue Inc. | Stock | 400,000 | $727.2 萬 | 3.3% | +400,000 | 新進 | 歷史 |
| RDDTReddit, Inc. | Stock | 100,000 | $638.9 萬 | 2.9% | +80,000+400.0% | 加碼 | 歷史 |
| BROSDutch Bros Inc. | CL A | 150,000 | $621.0 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 100,000 | $605.1 萬 | 2.7% | +50,000+100.0% | 加碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 500,000 | $555.5 萬 | 2.5% | +100,000+25.0% | 加碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 150,000 | $509.1 萬 | 2.3% | +150,000 | 新進 | 歷史 |
| CRGYCrescent Energy Co | CL A COM | 400,000 | $474.0 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 150,000 | $436.8 萬 | 2.0% | +150,000 | 新進 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 100,000 | $421.9 萬 | 1.9% | +100,000 | 新進 | 歷史 |
| BIRKBirkenstock Holding plc | COM SHS | 75,000 | $408.1 萬 | 1.8% | +75,000 | 新進 | 歷史 |
| LOARLoar Holdings Inc. | COM SHS | 75,000 | $400.6 萬 | 1.8% | +75,000 | 新進 | 歷史 |
| ODDOddity Tech Ltd | SHS CL A | 100,000 | $392.6 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| SNSharkNinja, Inc. | COM SHS | 50,000 | $375.8 萬 | 1.7% | +12,500+33.3% | 加碼 | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 200,000 | $370.4 萬 | 1.7% | +50,000+33.3% | 加碼 | 歷史 |
| WAYWaystar Holding Corp. | COM | 168,902 | $363.1 萬 | 1.6% | +168,902 | 新進 | 歷史 |
| EPRTEssential Properties Realty Trust, Inc. | COM | 125,000 | $346.4 萬 | 1.6% | −54,500−30.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 12,500 | $328.1 萬 | 1.5% | +12,500 | 新進 | 歷史 |
| TPGTPG Inc. | COM CL A | 75,000 | $310.9 萬 | 1.4% | +75,000 | 新進 | 歷史 |
| WBTNWEBTOON Entertainment Inc. | COM | 120,000 | $274.0 萬 | 1.2% | +120,000 | 新進 | 歷史 |
| COLDAmericold Realty Trust | COM | 100,000 | $255.4 萬 | 1.2% | +36,000+56.3% | 加碼 | 歷史 |
| AZZAzz Inc | COM | 30,000 | $231.8 萬 | 1.0% | +30,000 | 新進 | 歷史 |
| DTDynatrace, Inc. | Stock | 50,000 | $223.7 萬 | 1.0% | +50,000 | 新進 | 歷史 |
| PACSPACS Group, Inc. | COM SHS | 75,000 | $221.3 萬 | 1.0% | +75,000 | 新進 | 歷史 |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 60,000 | $217.1 萬 | 1.0% | +60,000 | 新進 | 歷史 |
| LBLandBridge Co LLC | CL A | 87,500 | $202.6 萬 | 0.9% | +87,500 | 新進 | 歷史 |
| IBTAIbotta, Inc. | CLASS A COM SHS | 25,000 | $187.9 萬 | 0.8% | +25,000 | 新進 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 150,000 | $170.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 12,500 | $166.6 萬 | 0.8% | +12,500 | 新進 | 歷史 |
| RBRKRubrik, Inc. | Stock | 50,000 | $153.3 萬 | 0.7% | +50,000 | 新進 | 歷史 |
| NDAQNasdaq, Inc. | COM | 25,000 | $150.7 萬 | 0.7% | −50,000−66.7% | 減碼 | 歷史 |
| MRXMarex Group Ltd | ORD | 75,000 | $150.0 萬 | 0.7% | +75,000 | 新進 | 歷史 |
| ADUSAddus HomeCare Corp | COM | 12,500 | $145.1 萬 | 0.7% | +12,500 | 新進 | 歷史 |
| ABXAbacus Global Management, Inc. | CL A | 159,982 | $138.4 萬 | 0.6% | +159,982 | 新進 | 歷史 |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 50,000 | $126.7 萬 | 0.6% | +50,000 | 新進 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 70,000 | $102.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CTRICenturi Holdings, Inc. | COM SHS | 50,000 | $97.4 萬 | 0.4% | +50,000 | 新進 | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 35,000 | $95.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FRNMFreenome, Inc. | CL A ORD SHS | 65,000 | $65.4 萬 | 0.3% | +65,000 | 新進 | 歷史 |
| SDHCSmith Douglas Homes Corp. | COM SHS CL A | 25,000 | $58.5 萬 | 0.3% | −25,000−50.0% | 減碼 | 歷史 |
| ASAmer Sports, Inc. | COM SHS | 15,000 | $18.9 萬 | 0.1% | −85,000−85.0% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（21 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NXTNextpower Inc. | Stock | 300,000 | $1,688 萬 | 8.3% | 歷史 |
| CNMCore & Main, Inc. | CL A | 250,000 | $1,431 萬 | 7.0% | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 10,000 | $1,010 萬 | 4.9% | 歷史 |
| TRNOTerreno Realty Corp | COM | 120,000 | $796.8 萬 | 3.9% | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 250,000 | $766.8 萬 | 3.8% | 歷史 |
| MTDRMatador Resources Co | COM | 87,500 | $584.2 萬 | 2.9% | 歷史 |
| SNOWSnowflake Inc. | Stock | 25,000 | $404.0 萬 | 2.0% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 62,500 | $379.9 萬 | 1.9% | 歷史 |
| PNWPinnacle West Capital Corp | COM | 50,000 | $373.6 萬 | 1.8% | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 100,000 | $345.0 萬 | 1.7% | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 200,000 | $238.8 萬 | 1.2% | 歷史 |
| TBBBBBB Foods Inc | CL A COM | 100,000 | $237.8 萬 | 1.2% | 歷史 |
| REVGREV Group, Inc. | COM | 100,000 | $220.9 萬 | 1.1% | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 59,100 | $189.7 萬 | 0.9% | 歷史 |
| DNBDun & Bradstreet Holdings, Inc. | COM | 125,000 | $125.5 萬 | 0.6% | 歷史 |
| BILIBilibili Inc. | SPONS ADS REP Z | 100,000 | $112.0 萬 | 0.5% | 歷史 |
| AUNAAuna S.A. | CLASS A | 100,000 | $106.5 萬 | 0.5% | 歷史 |
| BWMNBowman Consulting Group Ltd. | COM | 15,400 | $53.6 萬 | 0.3% | 歷史 |
| ESTCElastic N.V. | ORD SHS | 5,000 | $50.1 萬 | 0.2% | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 30,000 | $40.5 萬 | 0.2% | 歷史 |
| HUMAHumacyte, Inc. | COM | 50,000 | $15.6 萬 | 0.1% | 歷史 |