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Seven Grand Managers, LLC

CIK 1909126 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Seven Grand Managers, LLC reported 176 US-listed holdings worth $2.48 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Space Exploration Techn Corp. Class A Com STK (12.2%), Medline Inc. (5.8%) and Digital Realty Trust, Inc. (4.1%). Against the quarter before, it opened 82 positions, added to 19, trimmed 17 and sold out of 73.

Reported holdings$2.48B+66.0% on Q1 2026
Positions176+9 on Q1 2026
The largest ten42.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeld
SPCX12.2%MDLN5.8%DLR4.1%NVDA3.7%LHX3.5%GOOGL2.9%GOOG2.8%BTSG2.8%BIDU2.3%CBRS2.2%AEP2.2%FANG2.1%LGNETR162 more49.4%

The 14 largest of its 176 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $448.9 million in 65 positions$449MQ3 24Q4 2024: $218.5 million in 37 positions$218MQ4 24Q1 2025: $428.3 million in 41 positions$428MQ1 25Q2 2025: $833.8 million in 62 positions$834MQ2 25Q3 2025: $1.23 billion in 99 positions$1.23BQ3 25Q4 2025: $1.31 billion in 138 positions$1.31BQ4 25Q1 2026: $1.50 billion in 167 positions$1.50BQ1 26Q2 2026: $2.48 billion in 176 positions$2.48BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 82Added 19Held 58Trimmed 17Sold out 73
Opened: 82Added: 19Held: 58Trimmed: 17Sold out: 73

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 82

  1. Space Exploration Techn Corp. Class A Com STK SPCX$302.4 million
  2. Digital Realty Trust, Inc. DLR$102.7 million
  3. NVIDIA Corp. NVDA$91.2 million
  4. Alphabet Inc. GOOGL$71.5 million
  5. Alphabet Inc. GOOG$70.7 million
  6. Baidu, Inc. BIDU$57.1 million
  7. Cerebras Systems Inc. Com Class A CBRS$55.2 million
  8. American Electric Power Co. Inc. AEP$54.7 million

and 74 more in the table below

Added to 19

  1. Medline Inc. MDLN+1.2 million shares · +46%
  2. Kratos Defense & Security Solutions, Inc. KTOS+650,000 shares · +650%
  3. BrightSpring Health Services, Inc. BTSG+400,000 shares · +67%
  4. Forgent Power Solutions Inc FPS+250,000 shares · +83%
  5. Spyre Therapeutics Inc. SYRE+125,000 shares · +125%
  6. Solv Energy Inc. MWH+250,000 shares · +167%
  7. Nektar Therapeutics NKTR+115,000 shares · +92%
  8. Kodiak Gas Services, Inc. KGS+100,000 shares · +40%

and 11 more in the table below

Trimmed 17

  1. ITT Inc. ITT-125,000 shares · -50%
  2. Viper Energy, Inc. VNOM-550,000 shares · -69%
  3. Microsoft Corp. MSFT-39,000 shares · -55%
  4. NRG Energy, Inc. NRG-75,000 shares · -43%
  5. Joby Aviation Inc. JOBY-1.0 million shares · -57%
  6. Amkor Technology, Inc. AMKR-100,000 shares · -40%
  7. UL Solutions Inc. ULS-50,000 shares · -25%
  8. StandardAero, Inc. SARO-137,500 shares · -22%

and 9 more in the table below

Sold out of 73

  1. EchoStar Corp. ECHO$81.9 million last quarter
  2. Tesla, Inc. TSLA$66.9 million last quarter
  3. Lam Research Corp. LRCX$56.4 million last quarter
  4. Applied Materials Inc. AMAT$51.3 million last quarter
  5. Sandisk Corp. SNDK$31.8 million last quarter
  6. AeroVironment Inc. AVAV$13.7 million last quarter
  7. Restaurant Brands Intl Inc. QSR$12.9 million last quarter
  8. Vista Energy S.a.b. De C.V. VIST$11.3 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Space Exploration Techn Corp. Class A Com STK SPCX1,770,000$302.4 million12.18%new
Medline Inc. MDLN3,651,044$144.0 million5.80%+1,151,044
Digital Realty Trust, Inc. DLR572,000$102.7 million4.14%new
NVIDIA Corp. NVDA456,000$91.2 million3.67%new
L3Harris Technologies, Inc. LHX300,000$87.2 million3.51%+25,000
Alphabet Inc. GOOGL200,000$71.5 million2.88%new
Alphabet Inc. GOOG200,000$70.7 million2.85%new
BrightSpring Health Services, Inc. BTSG1,000,000$69.7 million2.81%+400,000
Baidu, Inc. BIDU500,000$57.1 million2.30%new
Cerebras Systems Inc. Com Class A CBRS250,000$55.2 million2.22%new
American Electric Power Co. Inc. AEP400,000$54.7 million2.20%new
Diamondback Energy, Inc. FANG300,000$52.7 million2.12%no change
Legence Corp. LGN600,000$51.1 million2.06%no change
Entergy Corp. ETR400,000$45.9 million1.85%new
Innio NV INIO1,050,000$41.5 million1.67%new
Kratos Defense & Security Solutions, Inc. KTOS750,000$37.4 million1.51%+650,000
Galaxy Digital Inc. Class A GLXY1,250,000$34.2 million1.38%no change
Forgent Power Solutions Inc FPS550,000$30.7 million1.24%+250,000
Life Time Group Holdings, Inc. LTH750,000$30.6 million1.23%new
Madison Air Solutions Coclass A MAIR700,000$27.3 million1.10%new
Kodiak Gas Services, Inc. KGS350,000$26.3 million1.06%+100,000
ITT Inc. ITT125,000$24.7 million1.00%-125,000
Arxis Inc. ARXS500,000$23.1 million0.93%new
Globalfoundries Inc. GFS250,000$20.6 million0.83%no change
VSE Corp. VSEC90,000$20.6 million0.83%no change
Fervo Energy Co. Class A Com FRVO700,000$20.5 million0.82%new
Miami Intl Hldgs Inc. MIAX550,000$20.4 million0.82%no change
Spyre Therapeutics Inc. SYRE225,000$20.0 million0.80%+125,000
Nasdaq, Inc. NDAQ250,000$19.7 million0.79%no change
Andersen Group Inc. ANDG500,000$18.9 million0.76%no change
Terawulf Inc. WULF750,000$18.5 million0.75%new
Nektar Therapeutics NKTR240,000$16.8 million0.67%+115,000
Quantinuum Inc. QNT200,000$16.3 million0.66%new
Veradermics Inc MANE125,000$15.4 million0.62%+50,250
UL Solutions Inc. ULS150,000$15.3 million0.62%-50,000
StandardAero, Inc. SARO500,000$15.0 million0.60%-137,500
V2X, Inc. VVX200,000$14.9 million0.60%+50,000
Super Micro Computer, Inc. SMCI500,000$14.7 million0.59%new
NRG Energy, Inc. NRG100,000$14.6 million0.59%-75,000
Solv Energy Inc. MWH400,000$13.6 million0.55%+250,000
Amer Sports Inc. AS400,000$13.5 million0.54%no change
Vishay Intertechnology Inc. VSH248,000$13.3 million0.54%new
Apogee Therapeutics Inc. APGE100,000$13.3 million0.53%no change
Amkor Technology, Inc. AMKR150,000$12.9 million0.52%-100,000
Ingram Micro Hldg INGM450,000$12.3 million0.50%+250,000
Xometry Inc. XMTR125,000$12.1 million0.49%new
Abivax SA ABVX90,000$12.0 million0.48%+40,000
Viavi Solutions Inc. VIAV250,000$11.9 million0.48%new
Microsoft Corp. MSFT32,000$11.9 million0.48%-39,000
Comfort Systems USA Inc. FIX6,000$11.9 million0.48%new
Corebridge Financial, Inc. CRBG400,000$11.5 million0.46%+150,000
Karman Holdings Inc. KRMN225,000$11.2 million0.45%new
Viper Energy, Inc. VNOM250,000$10.6 million0.43%-550,000
Definium Therapeutics Inc. DFTX225,000$10.6 million0.43%no change
Oruka Therapeutics Inc. ORKA110,000$10.5 million0.42%new
MDA Space Ltd MDA250,000$10.3 million0.42%no change
MGE Energy Inc. MGEE125,000$10.2 million0.41%new
Target Hospitality Corp. TH500,000$10.2 million0.41%new
Dianthus Therapeutics Inc. DNTH100,000$9.7 million0.39%no change
Blackstone Digital Infrastru BXDC425,000$9.2 million0.37%new
X Energy Inc. XE500,000$9.2 million0.37%new
Palvella Therapeutics Inc. Ne PVLA60,000$9.2 million0.37%no change
Waterbridge Infrastructure L WBI250,000$8.6 million0.34%no change
Bright Minds Biosciences Inc. DRUG120,000$8.4 million0.34%no change
Guardian Pharmacy Svcs Inc. GRDN200,000$8.4 million0.34%no change
Palantir Technologies Inc. PLTR71,000$8.3 million0.33%no change
Voyager Technologies Inc. VOYG250,000$8.1 million0.32%no change
Loar Holdings Inc. LOAR100,000$8.1 million0.32%no change
Alliance Laundry Hldgs Inc. ALH300,000$8.0 million0.32%no change
Fluence Energy Inc. FLNC400,000$8.0 million0.32%new
Landbridge Company LLC LB100,000$7.9 million0.32%no change
DPC Holdings PLC DPC160,000$7.8 million0.32%new
Revolution Medicines, Inc. RVMD40,000$7.5 million0.30%new
Firefly Aerospace Inc. FLY250,000$7.3 million0.30%+100,000
Erock Inc Class Class A EROC500,000$7.2 million0.29%new
Cytokinetics Inc. CYTK85,000$7.2 million0.29%new
Janus Living Inc. JAN250,000$7.2 million0.29%new
GMR Solutions Inc. GMRS450,000$7.0 million0.28%new
Applied Aerospace & Defense AADX300,000$6.8 million0.28%new
Joby Aviation Inc. JOBY750,000$6.7 million0.27%-1,000,000
Bel Fuse Inc. BELFB20,000$6.7 million0.27%new
ADT Inc. ADT1,000,000$6.5 million0.26%+500,000
Neptune Insurance Holdings Inc. NP200,000$6.3 million0.25%new
Aevex Corp. Class A AVEX300,000$6.3 million0.25%new
BBB Foods Inc. TBBB150,000$6.3 million0.25%new
Symbotic Inc. SYM137,500$6.2 million0.25%+100,000
Figure Technology Solutio FIGR200,000$6.1 million0.25%no change
Circle Internet Group Inc. CRCL96,875$6.1 million0.24%-28,125
Equipmentshare Com Inc. EQPT300,000$5.9 million0.24%no change
PDF Solutions Inc. PDFS75,000$5.3 million0.21%new
Hawkeye 360 Inc. Com SHS HAWK250,000$5.1 million0.20%new
Beta Technologies Inc. BETA300,000$5.0 million0.20%+1,443
Ares Acquisition Corp. III AACU500,000$5.0 million0.20%new
Select Water Solutions Inc. WTTR250,000$5.0 million0.20%no change
Redwire Corporation RDW400,000$4.9 million0.20%no change
Seaport Therapeutics Inc. SPTX225,000$4.9 million0.20%new
Kardigan Inc. KARD200,000$4.8 million0.19%new
Tango Therapeutics Inc. TNGX150,000$4.7 million0.19%new
Xenon Pharmaceuticals Inc. XENE75,000$4.5 million0.18%no change
Paypay Corp. PAYP300,000$4.3 million0.17%+8,000
Compass Pathways PLC CMPS300,000$4.2 million0.17%no change
Alamar Biosciences Inc. ALMR150,000$4.1 million0.16%new
Purecycle Technologies Inc. PCT500,000$4.1 million0.16%new
Kailera Therapeutics Inc. KLRA175,000$3.9 million0.16%new
Alphabet Inc. GOOGM75,000$3.8 million0.15%new
Pattern Group Inc. Com Ser A PTRN150,000$3.8 million0.15%no change
Alphabet Inc. GOOGN75,000$3.8 million0.15%new
Sailpoint Inc. SAIL250,000$3.7 million0.15%-250,000
OGE Energy Corp. OGE75,000$3.6 million0.15%no change
Liftoff Mobile Inc. Com LFTO150,000$3.6 million0.15%new
Maplight Therapeutics Inc. MPLT100,000$3.6 million0.14%no change
Lincoln Intl Inc. LCLN150,000$3.6 million0.14%new
Enliven Therapeutics Inc. ELVN70,000$3.6 million0.14%new
Archer Aviation Inc. ACHR750,000$3.5 million0.14%-750,000
Kymera Therapeutics Inc. KYMR30,000$3.4 million0.14%no change
Eaglerock Land LLC -CL A EROK150,000$3.2 million0.13%new
Chime Finl Inc CHYM150,000$3.1 million0.12%no change
Yesway Inc. A YSWY150,000$3.0 million0.12%new
Central BanCo Inc CBC100,000$3.0 million0.12%no change
Billiontoone Inc. BLLN25,000$3.0 million0.12%no change
Whirlpool Corp. WHR75,000$3.0 million0.12%-75,000
National Healthcare Properti NHP200,000$2.9 million0.12%new
Aeva Technologies Inc. AEVA100,000$2.9 million0.12%new
HMH Holding Inc. Class A HMH150,000$2.8 million0.11%new
Trevi Therapeutics Inc. TRVI150,000$2.8 million0.11%new
Whitehawk Minerals Corp. WHK100,000$2.8 million0.11%new
Grupo Aeromexico Sab De CV AERO150,000$2.7 million0.11%no change
Structure Therapeutics Inc. GPCR50,000$2.7 million0.11%no change
Immix Biopharma Inc. IMMX255,000$2.6 million0.11%new
Disc Medicine Inc. IRON35,000$2.6 million0.10%no change
Kestra Med Technologies Ltd KMTS100,000$2.5 million0.10%no change
Zenas Biopharma Inc. ZBIO100,000$2.5 million0.10%no change
Avalyn Pharma Inc. AVLN75,000$2.5 million0.10%new
Crescent Energy Co. CRGY250,000$2.5 million0.10%new
Bobs Disc Furniture Inc. BOBS150,000$2.4 million0.10%no change
Tetra Technologies Inc. Del TTI200,000$2.3 million0.09%new
Jade Biosciences Inc. JBIO100,000$2.2 million0.09%new
Sionna Therapeutics Inc SION50,000$2.2 million0.09%no change
Relmada Therapeutics Inc. RLMD315,788$2.2 million0.09%no change
Generate Biomedicines Inc. GENB125,000$2.1 million0.08%no change
Once Upon A Farm PBC OFRM100,000$2.0 million0.08%no change
Ideaya Biosciences Inc. IDYA50,000$1.9 million0.08%new
Celldex Therapeutics Inc. CLDX50,000$1.9 million0.07%new
Bicara Therapeutics Inc. BCAX62,500$1.9 million0.07%no change
Erasca Inc. ERAS100,000$1.8 million0.07%no change
Artiva Biotherapeutics Inc. ARTV175,000$1.7 million0.07%new
Pics NV PICS150,000$1.6 million0.06%no change
Relay Therapeutics Inc. RLAY85,000$1.6 million0.06%new
Robinhood Markets, Inc. HOOD14,333$1.4 million0.06%new
Forbright Inc. FRBT75,000$1.4 million0.06%new
Cogent Biosciences Inc. COGT35,000$1.4 million0.05%no change
Lumexa Imaging Holdings Inc. LMRI110,000$1.2 million0.05%no change
York Space Systems Inc. YSS50,000$1.2 million0.05%-100,000
Bioage Labs Inc. BIOA50,000$1.2 million0.05%no change
Evommune Inc. EVMN90,568$1.2 million0.05%-74,102
Hemab Therapeutics Hldgs Inc. COAG30,000$1.1 million0.04%new
Monte Rosa Therapeutics Inc. GLUE45,000$1.1 million0.04%no change
Ethos Technologies Inc. LIFE60,000$1.1 million0.04%no change
Suja Life Inc. SUJA100,000$1.0 million0.04%new
Odyssey Therapeutics, Inc. ODTX50,000$935,5000.04%new
Viridian Therapeutics Inc. VRDN50,000$918,5000.04%new
Inventiva SA IVA225,000$850,5000.03%new
Black Rock Coffee Bar Inc. BRCB100,000$829,0000.03%no change
Aktis Oncology Inc. AKTS25,000$805,7500.03%no change
Dyne Therapeutics Inc. DYN35,000$777,3500.03%no change
Corvus Pharmaceuticals Inc. CRVS50,000$747,0000.03%no change
STMicroelectronics N.V. STM9,869$739,1090.03%new
Agi Inc. AGBK100,000$708,0000.03%no change
Agomab Therapeutics NV AGMB47,600$617,8480.02%-152,400
Capricor Therapeutics Inc. CAPR25,000$602,0000.02%-75,000
Neogenomics Inc. NEO35,307$515,1290.02%new
Parabilis Medicines Inc. Com PBLS10,000$273,7000.01%new
Anteris Technologies Global AVR25,000$246,2500.01%-300,000
Eloxx Pharmaceuticals Inc. ELOX10,000$138,8000.01%new
Inmed Pharmaceuticals Inc. INM25,000$38,7500.00%new
Adaptive Biotechnologies Corporation ADPT10,370$22,4360.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 73 it sold out of are in the box above.