Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 176
- 較 2026 年第 1 季 +9
- 總值
- $24.8 億
- 較 2026 年第 1 季 +$9.87 億 (+66.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 1,770,000 | $3.02 億 | 12.2% | +1,770,000 | 新進 | 歷史 |
| MDLNMedline Inc. | COM CL A | 3,651,044 | $1.44 億 | 5.8% | +1,151,044+46.0% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 572,000 | $1.03 億 | 4.1% | +572,000 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 456,000 | $9,124 萬 | 3.7% | +456,000 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 300,000 | $8,718 萬 | 3.5% | +25,000+9.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 200,000 | $7,147 萬 | 2.9% | +200,000 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 200,000 | $7,067 萬 | 2.8% | +200,000 | 新進 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 1,000,000 | $6,974 萬 | 2.8% | +400,000+66.7% | 加碼 | 歷史 |
| BIDUBaidu, Inc. | ADR | 500,000 | $5,715 萬 | 2.3% | +500,000 | 新進 | 歷史 |
| CBRSCerebras Systems Inc. | COM CL A | 250,000 | $5,525 萬 | 2.2% | +250,000 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 400,000 | $5,472 萬 | 2.2% | +400,000 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 300,000 | $5,273 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| LGNLegence Corp. | CL A | 600,000 | $5,114 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| ETREntergy Corp | COM | 400,000 | $4,594 萬 | 1.8% | +400,000 | 新進 | 歷史 |
| INIOInnio N.V. | ORDINARY SHARES | 1,050,000 | $4,153 萬 | 1.7% | +1,050,000 | 新進 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 750,000 | $3,740 萬 | 1.5% | +650,000+650.0% | 加碼 | 歷史 |
| GLXYGalaxy Digital Inc. | CL A | 1,250,000 | $3,418 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 550,000 | $3,072 萬 | 1.2% | +250,000+83.3% | 加碼 | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 750,000 | $3,063 萬 | 1.2% | +750,000 | 新進 | 歷史 |
| MAIRMadison Air Solutions Corp | COM SHS CL A | 700,000 | $2,730 萬 | 1.1% | +700,000 | 新進 | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 350,000 | $2,630 萬 | 1.1% | +100,000+40.0% | 加碼 | 歷史 |
| ITTItt Inc. | COM | 125,000 | $2,472 萬 | 1.0% | −125,000−50.0% | 減碼 | 歷史 |
| ARXSArxis, Inc. | CL A COM | 500,000 | $2,307 萬 | 0.9% | +500,000 | 新進 | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 250,000 | $2,060 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| VSECVse Corp | COM | 90,000 | $2,057 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| FRVOFervo Energy Co | CL A COM | 700,000 | $2,046 萬 | 0.8% | +700,000 | 新進 | 歷史 |
| MIAXMiami International Holdings, Inc. | COM | 550,000 | $2,044 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 225,000 | $1,998 萬 | 0.8% | +125,000+125.0% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 250,000 | $1,971 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ANDGAndersen Group Inc. | CL A | 500,000 | $1,886 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| WULFTerawulf Inc. | COM | 750,000 | $1,853 萬 | 0.7% | +750,000 | 新進 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 240,000 | $1,675 萬 | 0.7% | +115,000+92.0% | 加碼 | 歷史 |
| QNTQuantinuum Inc. | CL A COM | 200,000 | $1,635 萬 | 0.7% | +200,000 | 新進 | 歷史 |
| MANEVeradermics, Inc | COMMON STOCK | 125,000 | $1,537 萬 | 0.6% | +50,250+67.2% | 加碼 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 150,000 | $1,528 萬 | 0.6% | −50,000−25.0% | 減碼 | 歷史 |
| SAROStandardAero, Inc. | COM | 500,000 | $1,496 萬 | 0.6% | −137,500−21.6% | 減碼 | 歷史 |
| VVXV2X, Inc. | COM | 200,000 | $1,491 萬 | 0.6% | +50,000+33.3% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 500,000 | $1,467 萬 | 0.6% | +500,000 | 新進 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 100,000 | $1,461 萬 | 0.6% | −75,000−42.9% | 減碼 | 歷史 |
| MWHSOLV Energy, Inc. | COM SHS CL A | 400,000 | $1,362 萬 | 0.5% | +250,000+166.7% | 加碼 | 歷史 |
| ASAmer Sports, Inc. | COM SHS | 400,000 | $1,354 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 248,000 | $1,334 萬 | 0.5% | +248,000 | 新進 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 100,000 | $1,327 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMKRAmkor Technology, Inc. | COM | 150,000 | $1,293 萬 | 0.5% | −100,000−40.0% | 減碼 | 歷史 |
| INGMIngram Micro Holding Corp | COM | 450,000 | $1,234 萬 | 0.5% | +250,000+125.0% | 加碼 | 歷史 |
| XMTRXometry, Inc. | CLASS A COM | 125,000 | $1,207 萬 | 0.5% | +125,000 | 新進 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 90,000 | $1,199 萬 | 0.5% | +40,000+80.0% | 加碼 | 歷史 |
| VIAVViavi Solutions Inc. | COM | 250,000 | $1,194 萬 | 0.5% | +250,000 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,000 | $1,194 萬 | 0.5% | −39,000−54.9% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 6,000 | $1,189 萬 | 0.5% | +6,000 | 新進 | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 400,000 | $1,145 萬 | 0.5% | +150,000+60.0% | 加碼 | 歷史 |
| KRMNKarman Holdings Inc. | COMMON STOCK | 225,000 | $1,123 萬 | 0.5% | +225,000 | 新進 | 歷史 |
| VNOMViper Energy, Inc. | CL A | 250,000 | $1,060 萬 | 0.4% | −550,000−68.8% | 減碼 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 225,000 | $1,058 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 110,000 | $1,047 萬 | 0.4% | +110,000 | 新進 | 歷史 |
| MDAMDA Space Ltd. | COM | 250,000 | $1,032 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MGEEMge Energy Inc | COM | 125,000 | $1,019 萬 | 0.4% | +125,000 | 新進 | 歷史 |
| THTarget Hospitality Corp. | COM | 500,000 | $1,018 萬 | 0.4% | +500,000 | 新進 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 100,000 | $974.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BXDCBlackstone Digital Infrastructure Trust Inc. | COMMON STOCK | 425,000 | $919.3 萬 | 0.4% | +425,000 | 新進 | 歷史 |
| XEX-Energy, Inc. | COM CL A | 500,000 | $918.0 萬 | 0.4% | +500,000 | 新進 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 60,000 | $916.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WBIWaterBridge Infrastructure LLC | CL A SHS REPSTG | 250,000 | $856.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 120,000 | $842.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 200,000 | $837.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 71,000 | $828.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VOYGVoyager Technologies, Inc. | COM CL A | 250,000 | $806.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LOARLoar Holdings Inc. | COM SHS | 100,000 | $806.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALHAlliance Laundry Holdings Inc. | COM | 300,000 | $795.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 400,000 | $795.2 萬 | 0.3% | +400,000 | 新進 | 歷史 |
| LBLandBridge Co LLC | CL A | 100,000 | $792.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DPCDPC Holdings PLC | ORDINARY SHARES | 160,000 | $785.0 萬 | 0.3% | +160,000 | 新進 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 40,000 | $749.1 萬 | 0.3% | +40,000 | 新進 | 歷史 |
| FLYFirefly Aerospace Inc. | COM | 250,000 | $735.0 萬 | 0.3% | +100,000+66.7% | 加碼 | 歷史 |
| EROCERock, Inc. | CL A COM | 500,000 | $725.0 萬 | 0.3% | +500,000 | 新進 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 85,000 | $724.1 萬 | 0.3% | +85,000 | 新進 | 歷史 |
| JANJanus Living, Inc. | CL A-1 | 250,000 | $718.5 萬 | 0.3% | +250,000 | 新進 | 歷史 |
| GMRSGMR Solutions Inc. | COM CL A | 450,000 | $695.7 萬 | 0.3% | +450,000 | 新進 | 歷史 |
| AADXApplied Aerospace & Defense, Inc. | COMMON STOCK | 300,000 | $683.4 萬 | 0.3% | +300,000 | 新進 | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 750,000 | $669.0 萬 | 0.3% | −1,000,000−57.1% | 減碼 | 歷史 |
| BELFBBel Fuse Inc | CL B | 20,000 | $666.1 萬 | 0.3% | +20,000 | 新進 | 歷史 |
| ADTADT Inc. | COM | 1,000,000 | $650.0 萬 | 0.3% | +500,000+100.0% | 加碼 | 歷史 |
| NPNeptune Insurance Holdings Inc. | CL A | 200,000 | $630.0 萬 | 0.3% | +200,000 | 新進 | 歷史 |
| AVEXAEVEX Corp. | COM CL A | 300,000 | $626.7 萬 | 0.3% | +300,000 | 新進 | 歷史 |
| TBBBBBB Foods Inc | CL A COM | 150,000 | $625.0 萬 | 0.3% | +150,000 | 新進 | 歷史 |
| SYMSymbotic Inc. | Stock | 137,500 | $618.1 萬 | 0.2% | +100,000+266.7% | 加碼 | 歷史 |
| FIGRFigure Technology Solutions, Inc. | Stock | 200,000 | $614.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 96,875 | $606.7 萬 | 0.2% | −28,125−22.5% | 減碼 | 歷史 |
| EQPTEquipmentShare.com Inc | COM CL A | 300,000 | $589.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PDFSPDF Solutions Inc | COM | 75,000 | $530.9 萬 | 0.2% | +75,000 | 新進 | 歷史 |
| HAWKHawkEye 360, Inc. | COM SHS | 250,000 | $505.5 萬 | 0.2% | +250,000 | 新進 | 歷史 |
| BETABETA Technologies, Inc. | COM SHS CL A | 300,000 | $502.5 萬 | 0.2% | +1,443+0.5% | 加碼 | 歷史 |
| Ares Acquisition Corp IIIG3303U112 | UNIT 99/99/9999 | 500,000 | $502.5 萬 | 0.2% | +500,000 | 新進 | – |
| WTTRSelect Water Solutions, Inc. | CL A COM | 250,000 | $499.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RDWRedwire Corp | Stock | 400,000 | $489.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPTXSeaport Therapeutics, Inc. | COMMON STOCK | 225,000 | $488.7 萬 | 0.2% | +225,000 | 新進 | 歷史 |
| KARDKardigan, Inc. | COM | 200,000 | $477.0 萬 | 0.2% | +200,000 | 新進 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 150,000 | $468.9 萬 | 0.2% | +150,000 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 75,000 | $452.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PAYPPayPay Corp | SPONSORED ADS | 300,000 | $429.9 萬 | 0.2% | +8,000+2.7% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（73 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ECHOEchoStar CORP | CL A | 700,000 | $8,195 萬 | 5.5% | 歷史 |
| TSLATesla, Inc. | Stock | 180,000 | $6,692 萬 | 4.5% | 歷史 |
| LRCXLam Research Corp | Stock | 264,000 | $5,641 萬 | 3.8% | 歷史 |
| AMATApplied Materials Inc | Stock | 150,000 | $5,127 萬 | 3.4% | 歷史 |
| SNDKSandisk Corp | COM | 50,000 | $3,177 萬 | 2.1% | 歷史 |
| AVAVAeroVironment Inc | COM | 75,000 | $1,373 萬 | 0.9% | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 175,000 | $1,293 萬 | 0.9% | 歷史 |
| VISTVista Energy, S.A.B. de C.V. | SPONSORED ADS | 150,000 | $1,132 萬 | 0.8% | 歷史 |
| WPCW. P. Carey Inc. | COM | 150,000 | $1,019 萬 | 0.7% | 歷史 |
| LTMLatam Airlines Group S.A. | SPONSORED ADR | 200,000 | $988.8 萬 | 0.7% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 90,000 | $830.8 萬 | 0.6% | 歷史 |
| ASTSAST SpaceMobile, Inc. | COM CL A | 100,000 | $828.7 萬 | 0.6% | 歷史 |
| EPRTEssential Properties Realty Trust, Inc. | COM | 250,000 | $759.0 萬 | 0.5% | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 250,000 | $730.8 萬 | 0.5% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 25,000 | $726.2 萬 | 0.5% | 歷史 |
| WAYWaystar Holding Corp. | COM | 300,000 | $723.3 萬 | 0.5% | 歷史 |
| LINELineage, Inc. | COM | 200,000 | $655.2 萬 | 0.4% | 歷史 |
| CTRICenturi Holdings, Inc. | COM SHS | 200,000 | $584.2 萬 | 0.4% | 歷史 |
| BKVBKV Corp | COM | 200,000 | $570.4 萬 | 0.4% | 歷史 |
| MRXMarex Group Ltd | ORD | 125,000 | $557.3 萬 | 0.4% | 歷史 |
| RELYRemitly Global, Inc. | COM | 350,000 | $548.5 萬 | 0.4% | 歷史 |
| BLSHBullish | ORD SHS | 150,000 | $536.0 萬 | 0.4% | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 250,000 | $533.0 萬 | 0.4% | 歷史 |
| FIGFigma, Inc. | Stock | 250,000 | $528.5 萬 | 0.4% | 歷史 |
| PORPortland General Electric Co | COM NEW | 100,000 | $527.7 萬 | 0.4% | 歷史 |
| BANCBanc of California, Inc. | COM | 300,000 | $527.4 萬 | 0.4% | 歷史 |
| QXOQXO, Inc. | COM NEW | 250,000 | $485.5 萬 | 0.3% | 歷史 |
| MGYMagnolia Oil & Gas Corp | CL A | 150,000 | $473.6 萬 | 0.3% | 歷史 |
| MHMcGraw Hill, Inc. | COM | 300,000 | $411.0 萬 | 0.3% | 歷史 |
| KYIVKyivstar Group Ltd. | ORD SHS | 400,000 | $404.8 萬 | 0.3% | 歷史 |
| USARUSA Rare Earth, Inc. | Stock | 262,500 | $397.3 萬 | 0.3% | 歷史 |
| GHGuardant Health, Inc. | COM | 40,000 | $369.5 萬 | 0.2% | 歷史 |
| EFCEllington Financial Inc. | COM | 300,000 | $355.5 萬 | 0.2% | 歷史 |
| NIQNIQ Global Intelligence plc | ORDINARY SHARES | 300,000 | $341.1 萬 | 0.2% | 歷史 |
| MCBMetropolitan Bank Holding Corp. | COM | 40,000 | $333.2 萬 | 0.2% | 歷史 |
| ETOReToro Group Ltd. | SHS CL A | 100,000 | $300.3 萬 | 0.2% | 歷史 |
| MMEDMiniMed Group, Inc. | COM | 200,000 | $298.4 萬 | 0.2% | 歷史 |
| ARXAccelerant Holdings | CL A | 200,000 | $267.2 萬 | 0.2% | 歷史 |
| ALHCAlignment Healthcare, Inc. | COM | 150,000 | $264.3 萬 | 0.2% | 歷史 |
| BGSIBoyd Group Services Inc. | Common Stock | 20,000 | $255.7 萬 | 0.2% | 歷史 |
| AXGNAxogen, Inc. | COM | 75,000 | $248.5 萬 | 0.2% | 歷史 |
| NTSKNetskope Inc | CL A | 250,000 | $212.3 萬 | 0.1% | 歷史 |
| KPET Ultra Paceline CorpG53157122 | COM | 200,000 | $200.0 萬 | 0.1% | – |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 35,000 | $169.4 萬 | 0.1% | 歷史 |
| LFSTLifeStance Health Group, Inc. | COM | 250,000 | $159.3 萬 | 0.1% | 歷史 |
| GTYGetty Realty Corp | COM | 50,000 | $159.0 萬 | 0.1% | 歷史 |
| PXEDPhoenix Education Partners, Inc. | COM | 50,000 | $157.3 萬 | 0.1% | 歷史 |
| SMSM Energy Co | COM | 50,000 | $155.9 萬 | 0.1% | 歷史 |
| MDUMdu Resources Group Inc | Stock | 75,000 | $155.4 萬 | 0.1% | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 325,000 | $152.8 萬 | 0.1% | 歷史 |
| XZOExzeo Group, Inc. | COM SHS | 100,000 | $146.7 萬 | 0.1% | 歷史 |
| FLOCFlowco Holdings Inc. | COM CL A | 70,000 | $144.2 萬 | 0.1% | 歷史 |
| IONQIonQ, Inc. | COM | 50,000 | $144.2 萬 | 0.1% | 歷史 |
| SMRNuscale Power Corp | CL A COM | 125,000 | $135.5 萬 | 0.1% | 歷史 |
| JCAPJefferson Capital, Inc. | COM | 70,000 | $134.6 萬 | 0.1% | 歷史 |
| CURBCurbline Properties Corp. | COM | 50,000 | $128.9 萬 | 0.1% | 歷史 |
| GPORGulfport Energy Corp | COMMON SHARES | 5,000 | $105.8 萬 | 0.1% | 歷史 |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 275,000 | $105.3 萬 | 0.1% | 歷史 |
| UECUranium Energy Corp | COM | 75,000 | $101.3 萬 | 0.1% | 歷史 |
| INVXInnovex International, Inc. | COM | 40,000 | $97.6 萬 | 0.1% | 歷史 |
| NTSTNETSTREIT Corp. | COM | 50,000 | $94.2 萬 | 0.1% | 歷史 |
| APCARKO Petroleum Corp. | CL A COM | 50,000 | $89.5 萬 | 0.1% | 歷史 |
| INRInfinity Natural Resources, Inc. | COM CL A | 50,000 | $88.0 萬 | 0.1% | 歷史 |
| HTOH2O America | COM | 15,000 | $88.0 萬 | 0.1% | 歷史 |
| EIKNEikon Therapeutics, Inc. | COM | 80,000 | $84.6 萬 | 0.1% | 歷史 |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 37,500 | $84.1 萬 | 0.1% | 歷史 |
| QBTSD-Wave Quantum Inc. | Stock | 50,000 | $72.2 萬 | <0.1% | 歷史 |
| PUMPProPetro Holding Corp. | COM | 50,000 | $72.0 萬 | <0.1% | 歷史 |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 50,000 | $70.2 萬 | <0.1% | 歷史 |
| WLTHWealthfront Corp | COM | 75,000 | $69.4 萬 | <0.1% | 歷史 |
| LRMRLarimar Therapeutics, Inc. | COM | 125,000 | $56.3 萬 | <0.1% | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 7,500 | $47.0 萬 | <0.1% | 歷史 |
| TEOTelecom Argentina SA | SPON ADR REP B | 35,000 | $40.9 萬 | <0.1% | 歷史 |