Seven Grand Managers, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Seven Grand Managers, LLC reported 174 stock positions worth $2.5 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 12.2% of the portfolio, followed by Medline Class A (MDLN, 5.8%) and Digital Realty Trust (DLR, 4.1%). Compared with Q1 2026, it opened 80 new positions, sold out of 73, added to 19 and reduced 17. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from Echostar Class A (ECHO).
- Most Recent 13F
- Q2 2026
- Location
- BRONXVILLE, NY
- CIK
- 0001909126
- Portfolio Value
- $2.5B (Q2 2026)
- SEC Filing
- 0001420506-26-001738 ↗ filed Aug 14, 2026
Holdings Value
Holdings 174 stocks · $2.5B
| SPCX Space Exploration Techn Class A | 12.21% | 1,770,000 | $302.4M | New |
| MDLN Medline Inc. Class A | 5.82% | 3,651,044 | $144.0M | Add +46.0% |
| DLR Digital Realty Trust Inc. | 4.15% | 572,000 | $102.7M | New |
| NVDA Nvidia Corp. | 3.68% | 456,000 | $91.2M | New |
| LHX L3HARRIS Technologies Inc. | 3.52% | 300,000 | $87.2M | Add +9.1% |
| GOOGL Alphabet Inc. Class A | 2.89% | 200,000 | $71.5M | New |
| GOOG Alphabet Inc. Class C | 2.85% | 200,000 | $70.7M | New |
| BTSG Brightspring Health Services | 2.82% | 1,000,000 | $69.7M | Add +66.7% |
| BIDU Baidu Inc. - Spon ADR | 2.31% | 500,000 | $57.1M | New |
| CBRS Cerebras Systems Inc. Class A | 2.23% | 250,000 | $55.3M | New |
| AEP American Electric Power | 2.21% | 400,000 | $54.7M | New |
| FANG Diamondback Energy Inc. | 2.13% | 300,000 | $52.7M | No change |
| LGN Legence Corp. Class A | 2.07% | 600,000 | $51.1M | No change |
| ETR Entergy Corp. | 1.86% | 400,000 | $45.9M | New |
| INIO Innio NV | 1.68% | 1,050,000 | $41.5M | New |
| KTOS Kratos Defense & Security | 1.51% | 750,000 | $37.4M | Add +650.0% |
| GLXY Galaxy Digital Inc. Class A | 1.38% | 1,250,000 | $34.2M | No change |
| FPS Forgent Power Solutions Class A | 1.24% | 550,000 | $30.7M | Add +83.3% |
| LTH Life Time Group Holdings Inc. | 1.24% | 750,000 | $30.6M | New |
| MAIR Madison Air Solutions Corp. Class A | 1.10% | 700,000 | $27.3M | New |
| KGS Kodiak Gas Services Inc. | 1.06% | 350,000 | $26.3M | Add +40.0% |
| ITT Itt Inc. | 1.00% | 125,000 | $24.7M | Reduce -50.0% |
| ARXS Arxis Inc. Class A | 0.93% | 500,000 | $23.1M | New |
| GFS Globalfoundries Inc. | 0.83% | 250,000 | $20.6M | No change |
| VSEC Vse Corp. | 0.83% | 90,000 | $20.6M | No change |
| FRVO Fervo Energy Co. Class A | 0.83% | 700,000 | $20.5M | New |
| MIAX Miami International Holdings | 0.83% | 550,000 | $20.4M | No change |
| SYRE Spyre Therapeutics Inc. | 0.81% | 225,000 | $20.0M | Add +125.0% |
| NDAQ Nasdaq Inc. | 0.80% | 250,000 | $19.7M | No change |
| ANDG Andersen Group Inc. Class A | 0.76% | 500,000 | $18.9M | No change |
| WULF Terawulf Inc. | 0.75% | 750,000 | $18.5M | New |
| NKTR Nektar Therapeutics | 0.68% | 240,000 | $16.8M | Add +92.0% |
| QNT Quantinuum Inc. Class A | 0.66% | 200,000 | $16.3M | New |
| MANE Veradermics Inc. | 0.62% | 125,000 | $15.4M | Add +67.2% |
| ULS Ul Solutions Inc. Class A | 0.62% | 150,000 | $15.3M | Reduce -25.0% |
| SARO Standardaero Inc. | 0.60% | 500,000 | $15.0M | Reduce -21.6% |
| VVX V2X Inc. | 0.60% | 200,000 | $14.9M | Add +33.3% |
| SMCI Super Micro Computer Inc. | 0.59% | 500,000 | $14.7M | New |
| NRG NRG Energy Inc. | 0.59% | 100,000 | $14.6M | Reduce -42.9% |
| MWH Solv Energy Inc. Class A | 0.55% | 400,000 | $13.6M | Add +166.7% |
| AS Amer Sports Inc. | 0.55% | 400,000 | $13.5M | No change |
| VSH Vishay Intertechnology Inc. | 0.54% | 248,000 | $13.3M | New |
| APGE Apogee Therapeutics Inc. | 0.54% | 100,000 | $13.3M | No change |
| AMKR Amkor Technology Inc. | 0.52% | 150,000 | $12.9M | Reduce -40.0% |
| INGM Ingram Micro Holding Corp. | 0.50% | 450,000 | $12.3M | Add +125.0% |
| XMTR Xometry Inc. Class A | 0.49% | 125,000 | $12.1M | New |
| ABVX Abivax SA-ADR | 0.48% | 90,000 | $12.0M | Add +80.0% |
| VIAV Viavi Solutions Inc. | 0.48% | 250,000 | $11.9M | New |
| MSFT Microsoft Corp. | 0.48% | 32,000 | $11.9M | Reduce -54.9% |
| FIX Comfort Systems USA Inc. | 0.48% | 6,000 | $11.9M | New |
| CRBG Corebridge Financial Inc. | 0.46% | 400,000 | $11.5M | Add +60.0% |
| KRMN Karman Holdings Inc. | 0.45% | 225,000 | $11.2M | New |
| VNOM Viper Energy Inc. Class A | 0.43% | 250,000 | $10.6M | Reduce -68.8% |
| DFTX Definium Therapeutics Inc. | 0.43% | 225,000 | $10.6M | No change |
| ORKA Oruka Therapeutics Inc. | 0.42% | 110,000 | $10.5M | New |
| MDA Mda Space Ltd. | 0.42% | 250,000 | $10.3M | No change |
| MGEE Mge Energy Inc. | 0.41% | 125,000 | $10.2M | New |
| TH Target Hospitality Corp. | 0.41% | 500,000 | $10.2M | New |
| DNTH Dianthus Therapeutics Inc. | 0.39% | 100,000 | $9.7M | No change |
| BXDC Blackstone Digital Infrastru | 0.37% | 425,000 | $9.2M | New |
| XE X-Energy Inc. | 0.37% | 500,000 | $9.2M | New |
| PVLA Palvella Therapeutics Inc. | 0.37% | 60,000 | $9.2M | No change |
| WBI Waterbridge Infrastruc Class A | 0.35% | 250,000 | $8.6M | No change |
| DRUG Bright Minds Biosciences Inc. | 0.34% | 120,000 | $8.4M | No change |
| GRDN Guardian Phrmcy Services-A | 0.34% | 200,000 | $8.4M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 71,000 | $8.3M | No change |
| VOYG Voyager Technologies Inc. Class A | 0.33% | 250,000 | $8.1M | No change |
| LOAR Loar Holdings Inc. | 0.33% | 100,000 | $8.1M | No change |
| ALH Alliance Laundry Holdings Inc. | 0.32% | 300,000 | $8.0M | No change |
| FLNC Fluence Energy Inc. | 0.32% | 400,000 | $8.0M | New |
| LB Landbridge Co. LLC-A | 0.32% | 100,000 | $7.9M | No change |
| DPC DPC Holdings PLC | 0.32% | 160,000 | $7.8M | New |
| RVMD Revolution Medicines Inc. | 0.30% | 40,000 | $7.5M | New |
| FLY Firefly Aerospace Inc. | 0.30% | 250,000 | $7.3M | Add +66.7% |
| EROC Erock Inc. Class A | 0.29% | 500,000 | $7.3M | New |
| CYTK Cytokinetics Inc. | 0.29% | 85,000 | $7.2M | New |
| JAN Janus Living Inc. Class-A-1 | 0.29% | 250,000 | $7.2M | New |
| GMRS GMR Solutions Inc. Class A | 0.28% | 450,000 | $7.0M | New |
| AADX Applied Aerospace & Defense | 0.28% | 300,000 | $6.8M | New |
| JOBY Joby Aviation Inc. | 0.27% | 750,000 | $6.7M | Reduce -57.1% |
| BELFB Bel Fuse Inc. Class B | 0.27% | 20,000 | $6.7M | New |
| ADT Adt Inc. | 0.26% | 1,000,000 | $6.5M | Add +100.0% |
| NP Neptune Insurance Holdi Class A | 0.25% | 200,000 | $6.3M | New |
| AVEX Aevex Corp. Class A | 0.25% | 300,000 | $6.3M | New |
| TBBB BBB Foods Inc. Class A | 0.25% | 150,000 | $6.3M | New |
| SYM Symbotic Inc. | 0.25% | 137,500 | $6.2M | Add +266.7% |
| FIGR Figure Technology Solut Class A | 0.25% | 200,000 | $6.1M | No change |
| CRCL Circle Internet Group Inc. | 0.24% | 96,875 | $6.1M | Reduce -22.5% |
| EQPT Equipmentshare.com Inc. Class A | 0.24% | 300,000 | $5.9M | No change |
| PDFS PDF Solutions Inc. | 0.21% | 75,000 | $5.3M | New |
| HAWK Hawkeye 360 Inc. | 0.20% | 250,000 | $5.1M | New |
| BETA Beta Technologies Inc. Class A | 0.20% | 300,000 | $5.0M | Add +0.5% |
| AAC.U Ares Acquisition Corp. III | 0.20% | 500,000 | $5.0M | New |
| WTTR Select Water Solutions Inc. | 0.20% | 250,000 | $5.0M | No change |
| RDW Redwire Corp. | 0.20% | 400,000 | $4.9M | No change |
| SPTX Seaport Therapeutics Inc. | 0.20% | 225,000 | $4.9M | New |
| KARD Kardigan Inc. | 0.19% | 200,000 | $4.8M | New |
| TNGX Tango Therapeutics Inc. | 0.19% | 150,000 | $4.7M | New |
| XENE Xenon Pharmaceuticals Inc. | 0.18% | 75,000 | $4.5M | No change |
| PAYP Paypay Corp. | 0.17% | 300,000 | $4.3M | Add +2.7% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $7.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | 75,000 | $3.8M | New |
| ALPHABET INC (GOOGL 6.25 05/15/29 B) | DEP SHS RP1/20 B | 75,000 | $3.8M | New |
Total filed on the 13F, all lines: $2.5B.
Portfolio Sells Q1 2026 → Q2 2026
| ECHO Echostar Corp. Class A | Sold out | 0.00% | −5.48 |
| TSLA Tesla Inc. | Sold out | 0.00% | −4.47 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −3.77 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −3.43 |
| ITT Itt Inc. | Reduce -50.0% | 1.00% | −2.18 |
| SNDK Sandisk Corp. | Sold out | 0.00% | −2.12 |
| VNOM Viper Energy Inc. Class A | Reduce -68.8% | 0.43% | −2.08 |
| MSFT Microsoft Corp. | Reduce -54.9% | 0.48% | −1.27 |
| NRG NRG Energy Inc. | Reduce -42.9% | 0.59% | −1.12 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −0.92 |
| QSR Restaurant Brands Intern | Sold out | 0.00% | −0.86 |
| VIST Vista Energy Sab DE CV | Sold out | 0.00% | −0.76 |
| JOBY Joby Aviation Inc. | Reduce -57.1% | 0.27% | −0.70 |
| WPC WP Carey Inc. | Sold out | 0.00% | −0.68 |
| LTM Latam Airlines Group SA-ADR | Sold out | 0.00% | −0.66 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.56 |
| ASTS Ast Spacemobile Inc. | Sold out | 0.00% | −0.55 |
| CRCL Circle Internet Group Inc. | Reduce -22.5% | 0.24% | −0.55 |
| ULS Ul Solutions Inc. Class A | Reduce -25.0% | 0.62% | −0.53 |
| EPRT Essential Properties Realty | Sold out | 0.00% | −0.51 |
| SARO Standardaero Inc. | Reduce -21.6% | 0.60% | −0.50 |
| NOG Northern Oil and Gas Inc. | Sold out | 0.00% | −0.49 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.49 |
| WAY Waystar Holding Corp. | Sold out | 0.00% | −0.48 |
| LINE Lineage Inc. | Sold out | 0.00% | −0.44 |
| WHR Whirlpool Corp. | Reduce -50.0% | 0.12% | −0.42 |
| CTRI Centuri Holdings Inc. | Sold out | 0.00% | −0.39 |
| BKV BKV Corporation | Sold out | 0.00% | −0.38 |
| ACHR Archer Aviation Inc. Class A | Reduce -50.0% | 0.14% | −0.37 |
| MRX Marex UK Holdings Ltd. | Sold out | 0.00% | −0.37 |
| RELY Remitly Global Inc. | Sold out | 0.00% | −0.37 |
| BLSH Bullish | Sold out | 0.00% | −0.36 |
| PR Permian Resources Corp. Class A | Sold out | 0.00% | −0.36 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −0.35 |
| POR Portland General Electric Co. | Sold out | 0.00% | −0.35 |
| BANC Banc of California Inc. | Sold out | 0.00% | −0.35 |
| QXO Qxo Inc. | Sold out | 0.00% | −0.32 |
| MGY Magnolia Oil & Gas Corp. Class A | Sold out | 0.00% | −0.32 |
| SAIL Sailpoint Inc. | Reduce -50.0% | 0.15% | −0.29 |
| MH McGraw Hill Inc. | Sold out | 0.00% | −0.27 |
| KYIV Kyivstar Group Ltd. | Sold out | 0.00% | −0.27 |
| USAR USA Rare Earth Inc. | Sold out | 0.00% | −0.27 |
| GH Guardant Health Inc. | Sold out | 0.00% | −0.25 |
| EFC Ellington Financial Inc. | Sold out | 0.00% | −0.24 |
| AMKR Amkor Technology Inc. | Reduce -40.0% | 0.52% | −0.23 |
| NIQ Niq Global Intelligence PLC | Sold out | 0.00% | −0.23 |
| MCB Metropolitan Bank Holding Co. | Sold out | 0.00% | −0.22 |
| EVMN Evommune Inc. | Reduce -45.0% | 0.05% | −0.20 |
| ETOR Etoro Group Ltd. Class A | Sold out | 0.00% | −0.20 |
| MMED Minimed Group Inc. | Sold out | 0.00% | −0.20 |
Portfolio Buys Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | New | 12.21% | +12.21 |
| DLR Digital Realty Trust Inc. | New | 4.15% | +4.15 |
| NVDA Nvidia Corp. | New | 3.68% | +3.68 |
| GOOGL Alphabet Inc. Class A | New | 2.89% | +2.89 |
| GOOG Alphabet Inc. Class C | New | 2.85% | +2.85 |
| BIDU Baidu Inc. - Spon ADR | New | 2.31% | +2.31 |
| CBRS Cerebras Systems Inc. Class A | New | 2.23% | +2.23 |
| AEP American Electric Power | New | 2.21% | +2.21 |
| ETR Entergy Corp. | New | 1.86% | +1.86 |
| INIO Innio NV | New | 1.68% | +1.68 |
| LTH Life Time Group Holdings Inc. | New | 1.24% | +1.24 |
| BTSG Brightspring Health Services | Add +66.7% | 2.82% | +1.11 |
| MAIR Madison Air Solutions Corp. Class A | New | 1.10% | +1.10 |
| KTOS Kratos Defense & Security | Add +650.0% | 1.51% | +1.04 |
| ARXS Arxis Inc. Class A | New | 0.93% | +0.93 |
| FRVO Fervo Energy Co. Class A | New | 0.83% | +0.83 |
| WULF Terawulf Inc. | New | 0.75% | +0.75 |
| QNT Quantinuum Inc. Class A | New | 0.66% | +0.66 |
| FPS Forgent Power Solutions Class A | Add +83.3% | 1.24% | +0.65 |
| SMCI Super Micro Computer Inc. | New | 0.59% | +0.59 |
| VSH Vishay Intertechnology Inc. | New | 0.54% | +0.54 |
| XMTR Xometry Inc. Class A | New | 0.49% | +0.49 |
| VIAV Viavi Solutions Inc. | New | 0.48% | +0.48 |
| FIX Comfort Systems USA Inc. | New | 0.48% | +0.48 |
| SYRE Spyre Therapeutics Inc. | Add +125.0% | 0.81% | +0.47 |
| KRMN Karman Holdings Inc. | New | 0.45% | +0.45 |
| ORKA Oruka Therapeutics Inc. | New | 0.42% | +0.42 |
| MGEE Mge Energy Inc. | New | 0.41% | +0.41 |
| TH Target Hospitality Corp. | New | 0.41% | +0.41 |
| BXDC Blackstone Digital Infrastru | New | 0.37% | +0.37 |
| XE X-Energy Inc. | New | 0.37% | +0.37 |
| FLNC Fluence Energy Inc. | New | 0.32% | +0.32 |
| DPC DPC Holdings PLC | New | 0.32% | +0.32 |
| MANE Veradermics Inc. | Add +67.2% | 0.62% | +0.31 |
| RVMD Revolution Medicines Inc. | New | 0.30% | +0.30 |
| EROC Erock Inc. Class A | New | 0.29% | +0.29 |
| CYTK Cytokinetics Inc. | New | 0.29% | +0.29 |
| JAN Janus Living Inc. Class-A-1 | New | 0.29% | +0.29 |
| GMRS GMR Solutions Inc. Class A | New | 0.28% | +0.28 |
| AADX Applied Aerospace & Defense | New | 0.28% | +0.28 |
| BELFB Bel Fuse Inc. Class B | New | 0.27% | +0.27 |
| NP Neptune Insurance Holdi Class A | New | 0.25% | +0.25 |
| AVEX Aevex Corp. Class A | New | 0.25% | +0.25 |
| TBBB BBB Foods Inc. Class A | New | 0.25% | +0.25 |
| MWH Solv Energy Inc. Class A | Add +166.7% | 0.55% | +0.25 |
| PDFS PDF Solutions Inc. | New | 0.21% | +0.21 |
| HAWK Hawkeye 360 Inc. | New | 0.20% | +0.20 |
| AAC.U Ares Acquisition Corp. III | New | 0.20% | +0.20 |
| SPTX Seaport Therapeutics Inc. | New | 0.20% | +0.20 |
| KARD Kardigan Inc. | New | 0.19% | +0.19 |
Options Activity Q1 2026 → Q2 2026
| USAR USA Rare Earth Inc. | put | Sold out | 187,500 | $0before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | New | 75,000 | $3.8M |
| ALPHABET INC (GOOGL 6.25 05/15/29 B) | DEP SHS RP1/20 B | New | 75,000 | $3.8M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 174 | $2.5B | SPCX, MDLN, DLR, NVDA, LHX |
| Q1 2026 | 167 | $1.5B | MDLN, LHX, ECHO, TSLA, FANG |
| Q4 2025 | 138 | $1.3B | MSFT, NDAQ, MDLN, SNDK, ITT |
| Q3 2025 | 99 | $1.2B | GLXY, TMUS, MCK, KTOS, NDAQ |
| Q2 2025 | 62 | $833.8M | BRO, MSFT, PRMB, NDAQ, TTAN |
| Q1 2025 | 41 | $428.3M | KDP, NDAQ, PRMB, SO, ETR |
| Q4 2024 | 37 | $218.5M | NDAQ, CYBR, ULS, BA, VIK |
| Q3 2024 | 65 | $448.9M | NDAQ, LINE, DELL, GEHC, COR |
| Q2 2024 | 50 | $221.4M | APP, ARM, D, TTWO, GFS |
| Q1 2024 | 44 | $204.2M | NXT, CNM, D, SMCI, EXC |