Seven Grand Managers

Seven Grand Managers as of Sept. 30, 2025

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 2.0M 33.81
Metropcs Communications (TMUS) 3.9 $48M 200k 239.38
McKesson Corporation (MCK) 3.8 $46M 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
Microsoft Corporation (MSFT) 3.2 $39M 75k 517.95
Medtronic SHS (MDT) 3.1 $38M 400k 95.24
AeroVironment (AVAV) 3.1 $38M 120k 314.89
Brown & Brown (BRO) 2.9 $35M 375k 93.79
Verisign (VRSN) 2.8 $35M 125k 279.57
Sandisk Corp (SNDK) 2.7 $34M 300k 112.20
Apple (AAPL) 2.6 $32M 125k 254.63
Mobileye Global Common Class A (MBLY) 2.3 $28M 2.0M 14.12
Take-Two Interactive Software (TTWO) 2.1 $26M 100k 258.36
Elbit Sys Ord (ESLT) 2.1 $26M 50k 509.80
Karman Hldgs Common Stock (KRMN) 2.1 $25M 350k 72.20
Nebius Group Shs Class A (NBIS) 1.8 $23M 200k 112.27
Sofi Technologies (SOFI) 1.6 $20M 750k 26.42
Starwood Property Trust (STWD) 1.6 $19M 1.0M 19.37
Circle Internet Group Com Cl A (CRCL) 1.3 $17M 125k 132.58
Corebridge Finl (CRBG) 1.3 $16M 500k 32.05
Norfolk Southern (NSC) 1.2 $15M 51k 300.41
Servicetitan Shs Cl A (TTAN) 1.2 $15M 150k 100.83
Ul Solutions Class A Com Shs (ULS) 1.2 $14M 200k 70.86
Spx Corp (SPXC) 1.1 $14M 75k 186.78
Caretrust Reit (CTRE) 1.1 $14M 400k 34.68
Mp Materials Corp Com Cl A (MP) 1.1 $13M 200k 67.07
Figma Class A Co (FIG) 1.1 $13M 250k 51.87
Palantir Technologies Cl A (PLTR) 1.1 $13M 71k 182.42
Centuri Holdings Com Shs (CTRI) 1.0 $13M 600k 21.17
Legence Corp Cl A 1.0 $12M 400k 30.81
Applied Materials (AMAT) 1.0 $12M 60k 204.74
Hinge Health Cl A (HNGE) 1.0 $12M 250k 49.08
Live Nation Entertainment (LYV) 1.0 $12M 75k 163.40
Miami Intl Hldgs 1.0 $12M 300k 40.26
Workday Cl A (WDAY) 1.0 $12M 50k 240.73
Waystar Holding Corp (WAY) 0.9 $11M 300k 37.92
Oklo Com Cl A (OKLO) 0.9 $11M 100k 111.63
Primo Brands Corporation Class A Com Shs (PRMB) 0.9 $11M 500k 22.10
Sailpoint (SAIL) 0.9 $11M 500k 22.08
Netskope Cl A 0.9 $11M 463k 22.73
Standardaero (SARO) 0.8 $10M 375k 27.29
O'reilly Automotive (ORLY) 0.8 $9.7M 90k 107.81
Bullish Ord Shs 0.8 $9.5M 150k 63.61
Niq Global Intelligence Ordinary Shares 0.8 $9.4M 600k 15.70
Onestream Cl A (OS) 0.7 $9.2M 500k 18.43
Clearwater Analytics Hldgs I Cl A (CWAN) 0.7 $9.0M 500k 18.02
News Corp CL B (NWS) 0.7 $8.6M 250k 34.55
Transocean Registered Shs (RIG) 0.7 $8.6M 2.8M 3.12
Marex Group Ord (MRX) 0.7 $8.4M 250k 33.62
Lpl Financial Holdings (LPLA) 0.7 $8.3M 25k 332.69
Chevron Corporation (CVX) 0.6 $7.8M 50k 155.29
Lineage (LINE) 0.6 $7.7M 200k 38.64
Viper Energy Cl A (VNOM) 0.6 $7.6M 200k 38.22
Smithfield Foods Inc Common Stock Usd.5 (SFD) 0.6 $7.6M 325k 23.48
Qxo Com New (QXO) 0.6 $7.6M 400k 19.06
Figure Technology Solutio Com Cl A 0.6 $7.3M 200k 36.37
Waterbridge Infrastructure L Cl A Shs Repstg 0.5 $6.3M 250k 25.22
Hilton Grand Vacations (HGV) 0.5 $6.3M 150k 41.81
Chewy Cl A (CHWY) 0.5 $6.1M 150k 40.45
Loar Holdings Com Shs (LOAR) 0.5 $6.0M 75k 80.00
Vectrus (VVX) 0.5 $5.8M 100k 58.09
Voyager Technologies Com Cl A (VOYG) 0.5 $5.6M 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
Ida (IDA) 0.4 $5.3M 40k 132.15
Forward Inds Inc N Y Com New (FORD) 0.4 $5.0M 270k 18.50
Birkenstock Holding Com Shs (BIRK) 0.4 $4.5M 100k 45.25
Latam Airlines Group Sa Sponsored Adr (LTM) 0.4 $4.5M 100k 45.25
Firefly Aerospace 0.4 $4.4M 150k 29.32
Adt (ADT) 0.4 $4.4M 500k 8.71
Klaviyo Com Ser A (KVYO) 0.3 $4.2M 150k 27.69
Etoro Group Shs Cl A (ETOR) 0.3 $4.1M 100k 41.27
Synopsys (SNPS) 0.3 $3.9M 7.8k 493.39
Makemytrip Limited Mauritius SHS (MMYT) 0.3 $3.7M 40k 93.60
Kodiak Gas Svcs (KGS) 0.3 $3.7M 100k 36.97
Bbb Foods Cl A Com (TBBB) 0.3 $3.4M 125k 26.96
Chime Finl Com Shs Cl A (CHYM) 0.2 $3.0M 150k 20.17
Caris Life Sciences (CAI) 0.2 $3.0M 100k 30.25
Accelerant Holdings Cl A 0.2 $3.0M 200k 14.89
Dlocal Class A Com (DLO) 0.2 $2.9M 200k 14.28
Guardian Pharmacy Svcs Cl A (GRDN) 0.2 $2.6M 100k 26.23
Stubhub Hldgs Cl A 0.2 $2.5M 150k 16.84
Mcgraw Hill 0.2 $2.5M 200k 12.55
Via Transn Com Cl A 0.2 $2.4M 50k 48.08
Black Rock Coffee Bar Cl A 0.2 $2.4M 100k 23.86
Pattern Group Com Ser A 0.2 $2.1M 150k 13.70
Bowhead Specialty Hldgs Com Shs (BOW) 0.2 $2.0M 75k 27.04
Chenghe Acquisition Iii Unit 09/09/2030 0.2 $2.0M 196k 9.98
Klarna Group SHS 0.1 $1.8M 50k 36.65
Heartflow Inc/Sh 0.1 $1.7M 50k 33.66
Ambiq Micro Common Stock 0.1 $1.5M 50k 29.92
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.1 $1.4M 75k 19.17
TWFG Com Cl A (TWFG) 0.1 $1.4M 50k 27.44
Gemini Space Sta Cl A Com 0.1 $1.2M 50k 23.96
Flowco Hldgs Com Cl A (FLOC) 0.1 $1.0M 70k 14.85
MNTN Cl A (MNTN) 0.1 $928k 50k 18.55
Infinity Nat Res Com Cl A (INR) 0.1 $656k 50k 13.11
Diversified Energy Company P Shs New (DEC) 0.0 $473k 34k 14.01