Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/16 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 65
- 較 2024 年第 2 季 +15
- 總值
- $4.49 億
- 較 2024 年第 2 季 +$2.27 億 (+102.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NDAQNasdaq, Inc. | COM | 500,000 | $3,651 萬 | 8.1% | +475,000+1,900.0% | 加碼 | 歷史 |
| LINELineage, Inc. | COM | 310,000 | $2,430 萬 | 5.4% | +310,000 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 200,000 | $2,371 萬 | 5.3% | +200,000 | 新進 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 250,000 | $2,346 萬 | 5.2% | +150,000+150.0% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 75,000 | $1,688 萬 | 3.8% | +75,000 | 新進 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 420,000 | $1,680 萬 | 3.7% | +420,000 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 125,000 | $1,632 萬 | 3.6% | −75,000−37.5% | 減碼 | 歷史 |
| SNSharkNinja, Inc. | COM SHS | 125,000 | $1,359 萬 | 3.0% | +75,000+150.0% | 加碼 | 歷史 |
| CAVACava Group, Inc. | COM | 100,000 | $1,239 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 250,000 | $1,233 萬 | 2.7% | +150,000+150.0% | 加碼 | 歷史 |
| RITMRithm Capital Corp. | REIT | 1,050,000 | $1,192 萬 | 2.7% | +1,050,000 | 新進 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 325,000 | $1,134 萬 | 2.5% | +175,000+116.7% | 加碼 | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 183,143 | $1,088 萬 | 2.4% | +183,143 | 新進 | 歷史 |
| ARMArm Holdings PLC | ADR | 75,000 | $1,073 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| CHWYChewy, Inc. | CL A | 350,000 | $1,025 萬 | 2.3% | +350,000 | 新進 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 750,000 | $1,021 萬 | 2.3% | +250,000+50.0% | 加碼 | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 100,500 | $999.9 萬 | 2.2% | +100,500 | 新進 | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 300,000 | $874.8 萬 | 1.9% | +150,000+100.0% | 加碼 | 歷史 |
| POLEUAndretti Acquisition Corp. II | UNIT 99/99/9999 | 800,000 | $800.0 萬 | 1.8% | +800,000 | 新進 | 歷史 |
| LOARLoar Holdings Inc. | COM SHS | 100,000 | $745.9 萬 | 1.7% | +25,000+33.3% | 加碼 | 歷史 |
| OSOneStream, Inc. | CL A | 200,000 | $678.0 萬 | 1.5% | +200,000 | 新進 | 歷史 |
| RDDTReddit, Inc. | Stock | 100,000 | $659.2 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 125,000 | $654.9 萬 | 1.5% | +25,000+25.0% | 加碼 | 歷史 |
| HESMHess Midstream LP | CL A SHS | 180,000 | $634.9 萬 | 1.4% | +180,000 | 新進 | 歷史 |
| PACSPACS Group, Inc. | COM SHS | 150,000 | $599.5 萬 | 1.3% | +75,000+100.0% | 加碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 200,000 | $588.4 萬 | 1.3% | +200,000 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 32,500 | $560.3 萬 | 1.2% | +32,500 | 新進 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 200,000 | $522.0 萬 | 1.2% | +130,000+185.7% | 加碼 | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 200,000 | $505.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| BIRKBirkenstock Holding plc | COM SHS | 100,000 | $492.9 萬 | 1.1% | +25,000+33.3% | 加碼 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 505,000 | $488.8 萬 | 1.1% | +505,000 | 新進 | 歷史 |
| MGYMagnolia Oil & Gas Corp | CL A | 200,000 | $488.4 萬 | 1.1% | +200,000 | 新進 | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 200,000 | $488.4 萬 | 1.1% | +200,000 | 新進 | 歷史 |
| VNOMViper Energy, Inc. | COM | 100,000 | $451.1 萬 | 1.0% | +100,000 | 新進 | 歷史 |
| CRGYCrescent Energy Co | CL A COM | 400,000 | $438.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| TPGTPG Inc. | COM CL A | 75,000 | $431.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| RXORXO, Inc. | COMMON STOCK | 150,000 | $420.0 萬 | 0.9% | +150,000 | 新進 | 歷史 |
| WAYWaystar Holding Corp. | COM | 150,000 | $418.4 萬 | 0.9% | −18,902−11.2% | 減碼 | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 140,000 | $406.0 萬 | 0.9% | +105,000+300.0% | 加碼 | 歷史 |
| ODDOddity Tech Ltd | SHS CL A | 100,000 | $403.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| LBLandBridge Co LLC | CL A | 100,000 | $391.2 萬 | 0.9% | +12,500+14.3% | 加碼 | 歷史 |
| IVTInvenTrust Properties Corp. | COM NEW | 126,000 | $357.5 萬 | 0.8% | +126,000 | 新進 | 歷史 |
| SPNTSiriusPoint Ltd | COM | 235,000 | $337.0 萬 | 0.8% | +235,000 | 新進 | 歷史 |
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 150,000 | $335.4 萬 | 0.7% | +150,000 | 新進 | 歷史 |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 149,700 | $251.5 萬 | 0.6% | +149,700 | 新進 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 25,000 | $236.7 萬 | 0.5% | +25,000 | 新進 | 歷史 |
| ARDTArdent Health, Inc. | COM | 125,000 | $229.8 萬 | 0.5% | +125,000 | 新進 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 150,000 | $220.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MLNKMeridianLink, Inc. | COMMON STOCK | 100,000 | $205.7 萬 | 0.5% | +100,000 | 新進 | 歷史 |
| TRMDTORM plc | SHS CL A | 60,000 | $205.1 萬 | 0.5% | +60,000 | 新進 | 歷史 |
| AROCArchrock, Inc. | COM | 100,000 | $202.4 萬 | 0.5% | +100,000 | 新進 | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 50,000 | $199.4 萬 | 0.4% | +50,000 | 新進 | 歷史 |
| BKVBKV Corp | COM | 104,000 | $190.2 萬 | 0.4% | +104,000 | 新進 | 歷史 |
| SDHCSmith Douglas Homes Corp. | COM SHS CL A | 50,000 | $188.9 萬 | 0.4% | +25,000+100.0% | 加碼 | 歷史 |
| MRXMarex Group Ltd | ORD | 75,000 | $177.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PKXPosco Holdings Inc. | SPONSORED ADR | 25,000 | $175.0 萬 | 0.4% | +25,000 | 新進 | 歷史 |
| RBRKRubrik, Inc. | Stock | 50,000 | $160.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ASAmer Sports, Inc. | COM SHS | 100,000 | $159.5 萬 | 0.4% | +85,000+566.7% | 加碼 | 歷史 |
| AHRTAH Realty Trust, Inc. | COM | 134,000 | $145.1 萬 | 0.3% | +134,000 | 新進 | 歷史 |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 50,000 | $140.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABXAbacus Global Management, Inc. | CL A | 125,000 | $126.5 萬 | 0.3% | −34,982−21.9% | 減碼 | 歷史 |
| VTRSViatris Inc | Stock | 100,000 | $116.1 萬 | 0.3% | +100,000 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 25,000 | $93.0 萬 | 0.2% | +25,000 | 新進 | 歷史 |
| TWFGTWFG, Inc. | COM CL A | 30,000 | $81.4 萬 | 0.2% | +30,000 | 新進 | 歷史 |
| FRNMFreenome, Inc. | CL A ORD SHS | 50,000 | $50.1 萬 | 0.1% | −15,000−23.1% | 減碼 | 歷史 |
2024 年第 2 季之後清倉（19 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DDominion Energy, Inc | Stock | 250,000 | $1,225 萬 | 5.5% | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 66,000 | $1,026 萬 | 4.6% | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 200,000 | $1,011 萬 | 4.6% | 歷史 |
| SNXTD Synnex Corp | COM | 75,000 | $865.5 萬 | 3.9% | 歷史 |
| EXCExelon Corp | Stock | 250,000 | $865.3 萬 | 3.9% | 歷史 |
| KVUEKenvue Inc. | Stock | 400,000 | $727.2 萬 | 3.3% | 歷史 |
| BROSDutch Bros Inc. | CL A | 150,000 | $621.0 萬 | 2.8% | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 500,000 | $555.5 萬 | 2.5% | 歷史 |
| EPRTEssential Properties Realty Trust, Inc. | COM | 125,000 | $346.4 萬 | 1.6% | 歷史 |
| VVisa Inc. | Stock | 12,500 | $328.1 萬 | 1.5% | 歷史 |
| WBTNWEBTOON Entertainment Inc. | COM | 120,000 | $274.0 萬 | 1.2% | 歷史 |
| COLDAmericold Realty Trust | COM | 100,000 | $255.4 萬 | 1.2% | 歷史 |
| AZZAzz Inc | COM | 30,000 | $231.8 萬 | 1.0% | 歷史 |
| DTDynatrace, Inc. | Stock | 50,000 | $223.7 萬 | 1.0% | 歷史 |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 60,000 | $217.1 萬 | 1.0% | 歷史 |
| IBTAIbotta, Inc. | CLASS A COM SHS | 25,000 | $187.9 萬 | 0.8% | 歷史 |
| ARESAres Management Corp | CL A COM STK | 12,500 | $166.6 萬 | 0.8% | 歷史 |
| ADUSAddus HomeCare Corp | COM | 12,500 | $145.1 萬 | 0.7% | 歷史 |
| CTRICenturi Holdings, Inc. | COM SHS | 50,000 | $97.4 萬 | 0.4% | 歷史 |