Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 99
- 較 2025 年第 2 季 +37
- 總值
- $12.3 億
- 較 2025 年第 2 季 +$3.97 億 (+47.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLXYGalaxy Digital Inc. | CL A | 2,000,000 | $6,762 萬 | 5.5% | +750,000+60.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 200,000 | $4,788 萬 | 3.9% | +200,000 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 60,000 | $4,635 萬 | 3.8% | +60,000 | 新進 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 500,000 | $4,569 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| NDAQNasdaq, Inc. | COM | 500,000 | $4,423 萬 | 3.6% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 75,000 | $3,885 萬 | 3.2% | −47,793−38.9% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 400,000 | $3,810 萬 | 3.1% | +400,000 | 新進 | 歷史 |
| AVAVAeroVironment Inc | COM | 120,000 | $3,779 萬 | 3.1% | +120,000 | 新進 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 375,000 | $3,517 萬 | 2.9% | −375,000−50.0% | 減碼 | 歷史 |
| VRSNVerisign Inc | COM | 125,000 | $3,495 萬 | 2.8% | +125,000 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 300,000 | $3,366 萬 | 2.7% | −200,000−40.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 125,000 | $3,183 萬 | 2.6% | +85,000+212.5% | 加碼 | 歷史 |
| MBLYMobileye Global Inc. | Stock | 2,000,000 | $2,824 萬 | 2.3% | +2,000,000 | 新進 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 100,000 | $2,584 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| ESLTElbit Systems Ltd | Stock | 50,000 | $2,549 萬 | 2.1% | +25,000+100.0% | 加碼 | 歷史 |
| KRMNKarman Holdings Inc. | COMMON STOCK | 350,000 | $2,527 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| NBISNebius Group N.V. | Stock | 200,000 | $2,245 萬 | 1.8% | +200,000 | 新進 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 750,000 | $1,982 萬 | 1.6% | +750,000 | 新進 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 1,000,000 | $1,937 萬 | 1.6% | +1,000,000 | 新進 | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 125,000 | $1,657 萬 | 1.3% | +125,000 | 新進 | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 500,000 | $1,603 萬 | 1.3% | +500,000 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 51,000 | $1,532 萬 | 1.2% | +51,000 | 新進 | 歷史 |
| TTANServiceTitan, Inc. | SHS CL A | 150,000 | $1,512 萬 | 1.2% | −120,000−44.4% | 減碼 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 200,000 | $1,417 萬 | 1.2% | −50,000−20.0% | 減碼 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 75,000 | $1,401 萬 | 1.1% | +75,000 | 新進 | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 400,000 | $1,387 萬 | 1.1% | +400,000 | 新進 | 歷史 |
| MPMP Materials Corp. | COM CL A | 200,000 | $1,341 萬 | 1.1% | +200,000 | 新進 | 歷史 |
| FIGFigma, Inc. | Stock | 250,000 | $1,297 萬 | 1.1% | +250,000 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 71,000 | $1,295 萬 | 1.1% | +71,000 | 新進 | 歷史 |
| CTRICenturi Holdings, Inc. | COM SHS | 600,000 | $1,270 萬 | 1.0% | +600,000 | 新進 | 歷史 |
| LGNLegence Corp. | CL A | 400,000 | $1,232 萬 | 1.0% | +400,000 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 60,000 | $1,228 萬 | 1.0% | +60,000 | 新進 | 歷史 |
| HNGEHinge Health, Inc. | CL A | 250,000 | $1,227 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 75,000 | $1,226 萬 | 1.0% | −75,000−50.0% | 減碼 | 歷史 |
| MIAXMiami International Holdings, Inc. | COM | 300,000 | $1,208 萬 | 1.0% | +300,000 | 新進 | 歷史 |
| WDAYWorkday, Inc. | CL A | 50,000 | $1,204 萬 | 1.0% | +50,000 | 新進 | 歷史 |
| WAYWaystar Holding Corp. | COM | 300,000 | $1,138 萬 | 0.9% | −300,000−50.0% | 減碼 | 歷史 |
| OKLOOklo Inc. | COM CL A | 100,000 | $1,116 萬 | 0.9% | −100,000−50.0% | 減碼 | 歷史 |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 500,000 | $1,105 萬 | 0.9% | −1,500,000−75.0% | 減碼 | 歷史 |
| SAILSailPoint, Inc. | COM | 500,000 | $1,104 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NTSKNetskope Inc | CL A | 463,000 | $1,052 萬 | 0.9% | +463,000 | 新進 | 歷史 |
| SAROStandardAero, Inc. | COM | 375,000 | $1,023 萬 | 0.8% | −375,000−50.0% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 90,000 | $970.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BLSHBullish | ORD SHS | 150,000 | $954.1 萬 | 0.8% | +150,000 | 新進 | 歷史 |
| NIQNIQ Global Intelligence plc | ORDINARY SHARES | 600,000 | $942.0 萬 | 0.8% | +600,000 | 新進 | 歷史 |
| OSOneStream, Inc. | CL A | 500,000 | $921.5 萬 | 0.7% | −350,000−41.2% | 減碼 | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 500,000 | $901.0 萬 | 0.7% | −167,103−25.0% | 減碼 | 歷史 |
| NWSNews Corp | CL B | 250,000 | $863.8 萬 | 0.7% | +250,000 | 新進 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 2,750,000 | $858.0 萬 | 0.7% | +2,750,000 | 新進 | 歷史 |
| MRXMarex Group Ltd | ORD | 250,000 | $840.5 萬 | 0.7% | −196,374−44.0% | 減碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 25,000 | $831.7 萬 | 0.7% | −25,000−50.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 50,000 | $776.5 萬 | 0.6% | +50,000 | 新進 | 歷史 |
| LINELineage, Inc. | COM | 200,000 | $772.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VNOMViper Energy, Inc. | CL A | 200,000 | $764.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SFDSmithfield Foods Inc | COM | 325,000 | $763.1 萬 | 0.6% | +75,000+30.0% | 加碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 400,000 | $762.4 萬 | 0.6% | −293,540−42.3% | 減碼 | 歷史 |
| FIGRFigure Technology Solutions, Inc. | Stock | 200,000 | $727.4 萬 | 0.6% | +200,000 | 新進 | 歷史 |
| WBIWaterBridge Infrastructure LLC | CL A SHS REPSTG | 250,000 | $630.5 萬 | 0.5% | +250,000 | 新進 | 歷史 |
| HGVHilton Grand Vacations Inc. | COM | 150,000 | $627.1 萬 | 0.5% | +150,000 | 新進 | 歷史 |
| CHWYChewy, Inc. | CL A | 150,000 | $606.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LOARLoar Holdings Inc. | COM SHS | 75,000 | $600.0 萬 | 0.5% | −25,000−25.0% | 減碼 | 歷史 |
| VVXV2X, Inc. | COM | 100,000 | $580.9 萬 | 0.5% | +100,000 | 新進 | 歷史 |
| VOYGVoyager Technologies, Inc. | COM CL A | 188,435 | $561.2 萬 | 0.5% | +13,435+7.7% | 加碼 | 歷史 |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 200,000 | $551.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LBLandBridge Co LLC | CL A | 100,000 | $533.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IDAIdacorp Inc | COM | 40,000 | $528.6 萬 | 0.4% | −35,000−46.7% | 減碼 | 歷史 |
| FWDIForward Industries, Inc. | COM NEW | 270,271 | $500.0 萬 | 0.4% | +270,271 | 新進 | 歷史 |
| LTMLatam Airlines Group S.A. | SPONSORED ADR | 100,000 | $452.5 萬 | 0.4% | +100,000 | 新進 | 歷史 |
| BIRKBirkenstock Holding plc | COM SHS | 100,000 | $452.5 萬 | 0.4% | −100,000−50.0% | 減碼 | 歷史 |
| FLYFirefly Aerospace Inc. | COM | 150,000 | $439.8 萬 | 0.4% | +150,000 | 新進 | 歷史 |
| ADTADT Inc. | COM | 500,000 | $435.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 150,000 | $415.4 萬 | 0.3% | +150,000 | 新進 | 歷史 |
| ETOReToro Group Ltd. | SHS CL A | 100,000 | $412.7 萬 | 0.3% | +75,000+300.0% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 7,817 | $385.7 萬 | 0.3% | +7,817 | 新進 | 歷史 |
| MMYTMakeMyTrip Ltd | Stock | 40,000 | $374.4 萬 | 0.3% | −35,000−46.7% | 減碼 | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 100,000 | $369.7 萬 | 0.3% | −100,000−50.0% | 減碼 | 歷史 |
| TBBBBBB Foods Inc | CL A COM | 125,000 | $337.0 萬 | 0.3% | −125,000−50.0% | 減碼 | 歷史 |
| CHYMChime Financial, Inc. | COM SHS CL A | 150,000 | $302.6 萬 | 0.2% | +50,000+50.0% | 加碼 | 歷史 |
| CAICaris Life Sciences, Inc. | COM | 100,000 | $302.5 萬 | 0.2% | +50,000+100.0% | 加碼 | 歷史 |
| ARXAccelerant Holdings | CL A | 200,000 | $297.8 萬 | 0.2% | +200,000 | 新進 | 歷史 |
| DLOdLocal Ltd | CLASS A COM | 200,000 | $285.6 萬 | 0.2% | +200,000 | 新進 | 歷史 |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 100,000 | $262.3 萬 | 0.2% | −100,000−50.0% | 減碼 | 歷史 |
| STUBStubHub Holdings, Inc. | CL A | 150,000 | $252.6 萬 | 0.2% | +150,000 | 新進 | 歷史 |
| MHMcGraw Hill, Inc. | COM | 199,750 | $250.7 萬 | 0.2% | +199,750 | 新進 | 歷史 |
| VIAVia Transportation, Inc. | COM CL A | 50,000 | $240.4 萬 | 0.2% | +50,000 | 新進 | 歷史 |
| BRCBBlack Rock Coffee Bar, Inc. | CL A | 100,000 | $238.6 萬 | 0.2% | +100,000 | 新進 | 歷史 |
| PTRNPattern Group Inc. | COM SER A | 150,000 | $205.5 萬 | 0.2% | +150,000 | 新進 | 歷史 |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 75,000 | $202.8 萬 | 0.2% | +25,000+50.0% | 加碼 | 歷史 |
| CHECUChenghe Acquisition III Co. | UNIT 09/09/2030 | 196,257 | $195.9 萬 | 0.2% | +196,257 | 新進 | 歷史 |
| KLARKlarna Group plc | Stock | 50,000 | $183.3 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| HTFLHeartflow, Inc. | COM | 50,000 | $168.3 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| AMBQAmbiq Micro, Inc. | COMMON STOCK | 50,000 | $149.6 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| SFNCSimmons First National Corp | CL A $1 PAR | 75,000 | $143.8 萬 | 0.1% | +75,000 | 新進 | 歷史 |
| TWFGTWFG, Inc. | COM CL A | 50,000 | $137.2 萬 | 0.1% | +10,000+25.0% | 加碼 | 歷史 |
| GEMIGemini Space Station, Inc. | CL A COM | 50,000 | $119.8 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| FLOCFlowco Holdings Inc. | COM CL A | 70,000 | $104.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MNTNMNTN, Inc. | CL A | 50,000 | $92.8 萬 | 0.1% | +25,500+104.1% | 加碼 | 歷史 |
| INRInfinity Natural Resources, Inc. | COM CL A | 50,000 | $65.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DECDiversified Energy Co | SHS NEW | 33,736 | $47.3 萬 | <0.1% | +33,736 | 新進 | 歷史 |
2025 年第 2 季之後清倉（14 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AEPAmerican Electric Power Co Inc | Stock | 150,000 | $1,556 萬 | 1.9% | 歷史 |
| ASAmer Sports, Inc. | COM SHS | 300,000 | $1,163 萬 | 1.4% | 歷史 |
| JNJJohnson & Johnson | Stock | 54,000 | $824.9 萬 | 1.0% | 歷史 |
| ANSSAnsys Inc | COM | 23,000 | $807.8 萬 | 1.0% | 歷史 |
| CARRCarrier Global Corp | Stock | 100,000 | $731.9 萬 | 0.9% | 歷史 |
| CALMCal-Maine Foods Inc | COM NEW | 70,000 | $697.4 萬 | 0.8% | 歷史 |
| COCOVita Coco Company, Inc. | COM | 100,000 | $361.0 萬 | 0.4% | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 150,000 | $353.9 萬 | 0.4% | 歷史 |
| AESIAtlas Energy Solutions Inc. | COM NEW | 250,000 | $334.3 萬 | 0.4% | 歷史 |
| SITMSITIME Corp | COM | 15,000 | $319.6 萬 | 0.4% | 歷史 |
| CRGYCrescent Energy Co | CL A COM | 250,000 | $215.0 萬 | 0.3% | 歷史 |
| Aspen Insurance Holdings LtdG05384501 | ORD SHS CL A | 60,000 | $188.8 萬 | 0.2% | – |
| ECVTEcovyst Inc. | COM | 150,000 | $123.5 萬 | 0.1% | 歷史 |
| AIIAmerican Integrity Insurance Group, Inc. | COM | 50,000 | $92.0 萬 | 0.1% | 歷史 |