Seven Grand Managers
Latest statistics and disclosures from Seven Grand Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLXY, TMUS, MCK, KTOS, NDAQ, and represent 20.45% of Seven Grand Managers's stock portfolio.
- Added to shares of these 10 stocks: TMUS (+$48M), MCK (+$46M), MDT (+$38M), AVAV (+$38M), VRSN (+$35M), MBLY (+$28M), GLXY (+$25M), NBIS (+$23M), AAPL (+$22M), SOFI (+$20M).
- Started 52 new stock positions in VVX, FORD, LTM, CTRE, KVYO, NWS, DLO, Niq Global Intelligence, NBIS, Black Rock Coffee Bar.
- Reduced shares in these 10 stocks: BRO (-$35M), PRMB (-$33M), MSFT (-$25M), SNDK (-$22M), AEP (-$16M), LYV (-$12M), TTAN (-$12M), AS (-$12M), WAY (-$11M), OKLO (-$11M).
- Sold out of its positions in AEP, AII, ANSS, BTSG, CALM, CARR, ECVT, CRGY, JNJ, AESI. SITM, Viper Energy, COCO, AS, AHL.
- Seven Grand Managers was a net buyer of stock by $362M.
- Seven Grand Managers has $1.2B in assets under management (AUM), dropping by 47.67%.
- Central Index Key (CIK): 0001909126
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Portfolio Holdings for Seven Grand Managers
Seven Grand Managers holds 99 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Galaxy Digital Cl A (GLXY) | 5.5 | $68M | +60% | 2.0M | 33.81 |
|
| Metropcs Communications (TMUS) | 3.9 | $48M | NEW | 200k | 239.38 |
|
| McKesson Corporation (MCK) | 3.8 | $46M | NEW | 60k | 772.54 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 3.7 | $46M | 500k | 91.37 |
|
|
| Nasdaq Omx (NDAQ) | 3.6 | $44M | 500k | 88.45 |
|
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| Microsoft Corporation (MSFT) | 3.2 | $39M | -38% | 75k | 517.95 |
|
| Medtronic SHS (MDT) | 3.1 | $38M | NEW | 400k | 95.24 |
|
| AeroVironment (AVAV) | 3.1 | $38M | NEW | 120k | 314.89 |
|
| Brown & Brown (BRO) | 2.9 | $35M | -50% | 375k | 93.79 |
|
| Verisign (VRSN) | 2.8 | $35M | NEW | 125k | 279.57 |
|
| Sandisk Corp (SNDK) | 2.7 | $34M | -40% | 300k | 112.20 |
|
| Apple (AAPL) | 2.6 | $32M | +212% | 125k | 254.63 |
|
| Mobileye Global Common Class A (MBLY) | 2.3 | $28M | NEW | 2.0M | 14.12 |
|
| Take-Two Interactive Software (TTWO) | 2.1 | $26M | 100k | 258.36 |
|
|
| Elbit Sys Ord (ESLT) | 2.1 | $26M | +100% | 50k | 509.80 |
|
| Karman Hldgs Common Stock (KRMN) | 2.1 | $25M | 350k | 72.20 |
|
|
| Nebius Group Shs Class A (NBIS) | 1.8 | $23M | NEW | 200k | 112.27 |
|
| Sofi Technologies (SOFI) | 1.6 | $20M | NEW | 750k | 26.42 |
|
| Starwood Property Trust (STWD) | 1.6 | $19M | NEW | 1.0M | 19.37 |
|
| Circle Internet Group Com Cl A (CRCL) | 1.3 | $17M | NEW | 125k | 132.58 |
|
| Corebridge Finl (CRBG) | 1.3 | $16M | NEW | 500k | 32.05 |
|
| Norfolk Southern (NSC) | 1.2 | $15M | NEW | 51k | 300.41 |
|
| Servicetitan Shs Cl A (TTAN) | 1.2 | $15M | -44% | 150k | 100.83 |
|
| Ul Solutions Class A Com Shs (ULS) | 1.2 | $14M | -20% | 200k | 70.86 |
|
| Spx Corp (SPXC) | 1.1 | $14M | NEW | 75k | 186.78 |
|
| Caretrust Reit (CTRE) | 1.1 | $14M | NEW | 400k | 34.68 |
|
| Mp Materials Corp Com Cl A (MP) | 1.1 | $13M | NEW | 200k | 67.07 |
|
| Figma Class A Co (FIG) | 1.1 | $13M | NEW | 250k | 51.87 |
|
| Palantir Technologies Cl A (PLTR) | 1.1 | $13M | NEW | 71k | 182.42 |
|
| Centuri Holdings Com Shs (CTRI) | 1.0 | $13M | NEW | 600k | 21.17 |
|
| Legence Corp Cl A | 1.0 | $12M | NEW | 400k | 30.81 |
|
| Applied Materials (AMAT) | 1.0 | $12M | NEW | 60k | 204.74 |
|
| Hinge Health Cl A (HNGE) | 1.0 | $12M | 250k | 49.08 |
|
|
| Live Nation Entertainment (LYV) | 1.0 | $12M | -50% | 75k | 163.40 |
|
| Miami Intl Hldgs | 1.0 | $12M | NEW | 300k | 40.26 |
|
| Workday Cl A (WDAY) | 1.0 | $12M | NEW | 50k | 240.73 |
|
| Waystar Holding Corp (WAY) | 0.9 | $11M | -50% | 300k | 37.92 |
|
| Oklo Com Cl A (OKLO) | 0.9 | $11M | -50% | 100k | 111.63 |
|
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.9 | $11M | -75% | 500k | 22.10 |
|
| Sailpoint (SAIL) | 0.9 | $11M | 500k | 22.08 |
|
|
| Netskope Cl A | 0.9 | $11M | NEW | 463k | 22.73 |
|
| Standardaero (SARO) | 0.8 | $10M | -50% | 375k | 27.29 |
|
| O'reilly Automotive (ORLY) | 0.8 | $9.7M | 90k | 107.81 |
|
|
| Bullish Ord Shs | 0.8 | $9.5M | NEW | 150k | 63.61 |
|
| Niq Global Intelligence Ordinary Shares | 0.8 | $9.4M | NEW | 600k | 15.70 |
|
| Onestream Cl A (OS) | 0.7 | $9.2M | -41% | 500k | 18.43 |
|
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.7 | $9.0M | -25% | 500k | 18.02 |
|
| News Corp CL B (NWS) | 0.7 | $8.6M | NEW | 250k | 34.55 |
|
| Transocean Registered Shs (RIG) | 0.7 | $8.6M | NEW | 2.8M | 3.12 |
|
| Marex Group Ord (MRX) | 0.7 | $8.4M | -43% | 250k | 33.62 |
|
| Lpl Financial Holdings (LPLA) | 0.7 | $8.3M | -50% | 25k | 332.69 |
|
| Chevron Corporation (CVX) | 0.6 | $7.8M | NEW | 50k | 155.29 |
|
| Lineage (LINE) | 0.6 | $7.7M | 200k | 38.64 |
|
|
| Viper Energy Cl A (VNOM) | 0.6 | $7.6M | NEW | 200k | 38.22 |
|
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.6 | $7.6M | +30% | 325k | 23.48 |
|
| Qxo Com New (QXO) | 0.6 | $7.6M | -42% | 400k | 19.06 |
|
| Figure Technology Solutio Com Cl A | 0.6 | $7.3M | NEW | 200k | 36.37 |
|
| Waterbridge Infrastructure L Cl A Shs Repstg | 0.5 | $6.3M | NEW | 250k | 25.22 |
|
| Hilton Grand Vacations (HGV) | 0.5 | $6.3M | NEW | 150k | 41.81 |
|
| Chewy Cl A (CHWY) | 0.5 | $6.1M | 150k | 40.45 |
|
|
| Loar Holdings Com Shs (LOAR) | 0.5 | $6.0M | -25% | 75k | 80.00 |
|
| Vectrus (VVX) | 0.5 | $5.8M | NEW | 100k | 58.09 |
|
| Voyager Technologies Com Cl A (VOYG) | 0.5 | $5.6M | +7% | 188k | 29.78 |
|
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.4 | $5.5M | 200k | 27.56 |
|
|
| Landbridge Company Cl A (LB) | 0.4 | $5.3M | 100k | 53.35 |
|
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| Ida (IDA) | 0.4 | $5.3M | -46% | 40k | 132.15 |
|
| Forward Inds Inc N Y Com New (FORD) | 0.4 | $5.0M | NEW | 270k | 18.50 |
|
| Birkenstock Holding Com Shs (BIRK) | 0.4 | $4.5M | -50% | 100k | 45.25 |
|
| Latam Airlines Group Sa Sponsored Adr (LTM) | 0.4 | $4.5M | NEW | 100k | 45.25 |
|
| Firefly Aerospace | 0.4 | $4.4M | NEW | 150k | 29.32 |
|
| Adt (ADT) | 0.4 | $4.4M | 500k | 8.71 |
|
|
| Klaviyo Com Ser A (KVYO) | 0.3 | $4.2M | NEW | 150k | 27.69 |
|
| Etoro Group Shs Cl A (ETOR) | 0.3 | $4.1M | +300% | 100k | 41.27 |
|
| Synopsys (SNPS) | 0.3 | $3.9M | NEW | 7.8k | 493.39 |
|
| Makemytrip Limited Mauritius SHS (MMYT) | 0.3 | $3.7M | -46% | 40k | 93.60 |
|
| Kodiak Gas Svcs (KGS) | 0.3 | $3.7M | -50% | 100k | 36.97 |
|
| Bbb Foods Cl A Com (TBBB) | 0.3 | $3.4M | -50% | 125k | 26.96 |
|
| Chime Finl Com Shs Cl A (CHYM) | 0.2 | $3.0M | +50% | 150k | 20.17 |
|
| Caris Life Sciences (CAI) | 0.2 | $3.0M | +100% | 100k | 30.25 |
|
| Accelerant Holdings Cl A | 0.2 | $3.0M | NEW | 200k | 14.89 |
|
| Dlocal Class A Com (DLO) | 0.2 | $2.9M | NEW | 200k | 14.28 |
|
| Guardian Pharmacy Svcs Cl A (GRDN) | 0.2 | $2.6M | -50% | 100k | 26.23 |
|
| Stubhub Hldgs Cl A | 0.2 | $2.5M | NEW | 150k | 16.84 |
|
| Mcgraw Hill | 0.2 | $2.5M | NEW | 200k | 12.55 |
|
| Via Transn Com Cl A | 0.2 | $2.4M | NEW | 50k | 48.08 |
|
| Black Rock Coffee Bar Cl A | 0.2 | $2.4M | NEW | 100k | 23.86 |
|
| Pattern Group Com Ser A | 0.2 | $2.1M | NEW | 150k | 13.70 |
|
| Bowhead Specialty Hldgs Com Shs (BOW) | 0.2 | $2.0M | +50% | 75k | 27.04 |
|
| Chenghe Acquisition Iii Unit 09/09/2030 | 0.2 | $2.0M | NEW | 196k | 9.98 |
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| Klarna Group SHS | 0.1 | $1.8M | NEW | 50k | 36.65 |
|
| Heartflow Inc/Sh | 0.1 | $1.7M | NEW | 50k | 33.66 |
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| Ambiq Micro Common Stock | 0.1 | $1.5M | NEW | 50k | 29.92 |
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $1.4M | NEW | 75k | 19.17 |
|
| TWFG Com Cl A (TWFG) | 0.1 | $1.4M | +25% | 50k | 27.44 |
|
| Gemini Space Sta Cl A Com | 0.1 | $1.2M | NEW | 50k | 23.96 |
|
| Flowco Hldgs Com Cl A (FLOC) | 0.1 | $1.0M | 70k | 14.85 |
|
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| MNTN Cl A (MNTN) | 0.1 | $928k | +104% | 50k | 18.55 |
|
| Infinity Nat Res Com Cl A (INR) | 0.1 | $656k | 50k | 13.11 |
|
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| Diversified Energy Company P Shs New (DEC) | 0.0 | $473k | NEW | 34k | 14.01 |
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Past Filings by Seven Grand Managers
SEC 13F filings are viewable for Seven Grand Managers going back to 2021
- Seven Grand Managers 2025 Q3 filed Nov. 12, 2025
- Seven Grand Managers 2025 Q2 filed Aug. 13, 2025
- Seven Grand Managers 2025 Q1 filed May 13, 2025
- Seven Grand Managers 2024 Q4 filed Feb. 14, 2025
- Seven Grand Managers 2024 Q3 filed Oct. 16, 2024
- Seven Grand Managers 2024 Q2 filed Aug. 14, 2024
- Seven Grand Managers 2024 Q1 filed April 23, 2024
- Seven Grand Managers 2023 Q4 filed Feb. 7, 2024
- Seven Grand Managers 2023 Q3 filed Nov. 14, 2023
- Seven Grand Managers 2023 Q2 filed Aug. 14, 2023
- Seven Grand Managers 2023 Q1 filed May 15, 2023
- Seven Grand Managers 2022 Q4 filed Feb. 14, 2023
- Seven Grand Managers 2022 Q3 filed Nov. 14, 2022
- Seven Grand Managers 2022 Q2 filed Aug. 11, 2022
- Seven Grand Managers 2022 Q1 filed May 13, 2022
- Seven Grand Managers 2021 Q4 filed Feb. 10, 2022