Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 62
- 較 2025 年第 1 季 +21
- 總值
- $8.34 億
- 較 2025 年第 1 季 +$4.05 億 (+94.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BROBrown & Brown, Inc. | Stock | 750,000 | $8,315 萬 | 10.0% | +750,000 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 122,793 | $6,108 萬 | 7.3% | +122,793 | 新進 | 歷史 |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 2,000,000 | $5,924 萬 | 7.1% | +1,000,000+100.0% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 500,000 | $4,471 萬 | 5.4% | 00.0% | 不變 | 歷史 |
| TTANServiceTitan, Inc. | SHS CL A | 270,000 | $2,894 萬 | 3.5% | +195,000+260.0% | 加碼 | 歷史 |
| GLXYGalaxy Digital Inc. | CL A | 1,250,000 | $2,738 萬 | 3.3% | +1,250,000 | 新進 | 歷史 |
| WAYWaystar Holding Corp. | COM | 600,000 | $2,452 萬 | 2.9% | +100,000+20.0% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 100,000 | $2,429 萬 | 2.9% | +100,000 | 新進 | 歷史 |
| OSOneStream, Inc. | CL A | 850,000 | $2,406 萬 | 2.9% | +350,000+70.0% | 加碼 | 歷史 |
| SAROStandardAero, Inc. | COM | 750,000 | $2,374 萬 | 2.8% | +125,000+20.0% | 加碼 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 500,000 | $2,323 萬 | 2.8% | +500,000 | 新進 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 150,000 | $2,269 萬 | 2.7% | +150,000 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 500,000 | $2,268 萬 | 2.7% | +500,000 | 新進 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 50,000 | $1,875 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 250,000 | $1,822 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| KRMNKarman Holdings Inc. | COMMON STOCK | 350,000 | $1,763 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| MRXMarex Group Ltd | ORD | 446,374 | $1,762 萬 | 2.1% | +271,374+155.1% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 150,000 | $1,556 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| QXOQXO, Inc. | COM NEW | 693,540 | $1,494 萬 | 1.8% | +693,540 | 新進 | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 667,103 | $1,463 萬 | 1.8% | +567,103+567.1% | 加碼 | 歷史 |
| HNGEHinge Health, Inc. | CL A | 250,000 | $1,294 萬 | 1.6% | +250,000 | 新進 | 歷史 |
| ASAmer Sports, Inc. | COM SHS | 300,000 | $1,163 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| SAILSailPoint, Inc. | COM | 500,000 | $1,143 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ESLTElbit Systems Ltd | Stock | 25,000 | $1,124 萬 | 1.3% | +25,000 | 新進 | 歷史 |
| OKLOOklo Inc. | COM CL A | 200,000 | $1,120 萬 | 1.3% | +200,000 | 新進 | 歷史 |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 200,000 | $1,008 萬 | 1.2% | +200,000 | 新進 | 歷史 |
| BIRKBirkenstock Holding plc | COM SHS | 200,000 | $983.6 萬 | 1.2% | +200,000 | 新進 | 歷史 |
| LINELineage, Inc. | COM | 200,000 | $870.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| IDAIdacorp Inc | COM | 75,000 | $865.9 萬 | 1.0% | +75,000 | 新進 | 歷史 |
| LOARLoar Holdings Inc. | COM SHS | 100,000 | $861.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 54,000 | $824.9 萬 | 1.0% | +54,000 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 40,000 | $820.7 萬 | 1.0% | +40,000 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 90,000 | $811.2 萬 | 1.0% | +90,000 | 新進 | 歷史 |
| ANSSAnsys Inc | COM | 23,000 | $807.8 萬 | 1.0% | +23,000 | 新進 | 歷史 |
| VNOMViper Energy, Inc. | COM | 200,000 | $762.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MMYTMakeMyTrip Ltd | Stock | 75,000 | $735.1 萬 | 0.9% | +75,000 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 100,000 | $731.9 萬 | 0.9% | +100,000 | 新進 | 歷史 |
| CALMCal-Maine Foods Inc | COM NEW | 70,000 | $697.4 萬 | 0.8% | +70,000 | 新進 | 歷史 |
| TBBBBBB Foods Inc | CL A COM | 250,000 | $694.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| VOYGVoyager Technologies, Inc. | COM CL A | 175,000 | $686.9 萬 | 0.8% | +175,000 | 新進 | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 200,000 | $685.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| LBLandBridge Co LLC | CL A | 100,000 | $675.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CHWYChewy, Inc. | CL A | 150,000 | $639.3 萬 | 0.8% | +150,000 | 新進 | 歷史 |
| SFDSmithfield Foods Inc | COM | 250,000 | $588.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 200,000 | $426.2 萬 | 0.5% | +100,000+100.0% | 加碼 | 歷史 |
| ADTADT Inc. | COM | 500,000 | $423.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COCOVita Coco Company, Inc. | COM | 100,000 | $361.0 萬 | 0.4% | +100,000 | 新進 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 150,000 | $353.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CHYMChime Financial, Inc. | COM SHS CL A | 100,000 | $345.1 萬 | 0.4% | +100,000 | 新進 | 歷史 |
| AESIAtlas Energy Solutions Inc. | COM NEW | 250,000 | $334.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SITMSITIME Corp | COM | 15,000 | $319.6 萬 | 0.4% | +15,000 | 新進 | 歷史 |
| CRGYCrescent Energy Co | CL A COM | 250,000 | $215.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Aspen Insurance Holdings LtdG05384501 | ORD SHS CL A | 60,000 | $188.8 萬 | 0.2% | +60,000 | 新進 | – |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 50,000 | $187.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETOReToro Group Ltd. | SHS CL A | 25,000 | $166.5 萬 | 0.2% | +25,000 | 新進 | 歷史 |
| TWFGTWFG, Inc. | COM CL A | 40,000 | $140.0 萬 | 0.2% | +10,000+33.3% | 加碼 | 歷史 |
| CAICaris Life Sciences, Inc. | COM | 50,000 | $133.6 萬 | 0.2% | +50,000 | 新進 | 歷史 |
| FLOCFlowco Holdings Inc. | COM CL A | 70,000 | $124.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECVTEcovyst Inc. | COM | 150,000 | $123.5 萬 | 0.1% | +150,000 | 新進 | 歷史 |
| AIIAmerican Integrity Insurance Group, Inc. | COM | 50,000 | $92.0 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| INRInfinity Natural Resources, Inc. | COM CL A | 50,000 | $91.5 萬 | 0.1% | +15,000+42.9% | 加碼 | 歷史 |
| MNTNMNTN, Inc. | CL A | 24,500 | $53.6 萬 | 0.1% | +24,500 | 新進 | 歷史 |
2025 年第 1 季之後清倉（11 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KDPKeurig Dr Pepper Inc. | COM | 1,500,000 | $5,133 萬 | 12.0% | 歷史 |
| SOSouthern Co | Stock | 300,000 | $2,759 萬 | 6.4% | 歷史 |
| ETREntergy Corp | COM | 300,000 | $2,565 萬 | 6.0% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 50,000 | $1,690 萬 | 3.9% | – |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 250,000 | $901.3 萬 | 2.1% | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 115,000 | $426.4 萬 | 1.0% | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 100,000 | $182.0 萬 | 0.4% | 歷史 |
| KLCKinderCare Learning Companies, Inc. | COM | 150,000 | $173.8 萬 | 0.4% | 歷史 |
| ARDTArdent Health, Inc. | COM | 100,000 | $137.5 萬 | 0.3% | 歷史 |
| TTAMTitan America SA | Stock | 70,000 | $94.6 萬 | 0.2% | 歷史 |
| GSHRUGesher Acquisition Corp. II | UNIT 03/11/2030 | 49,918 | $50.1 萬 | 0.1% | 歷史 |