Seven Grand Managers, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Seven Grand Managers, LLC reported 37 stock positions worth $218.5 million. Its top holding was Nasdaq (NDAQ) at 10.6% of the portfolio, followed by Cyberark Software Ltd./Israel (CYBR, 7.6%) and Ul Solutions Class A (ULS, 5.7%). Compared with Q3 2024, it opened 14 new positions, sold out of 42, added to 7 and reduced 9. The biggest buy was a new position in Cyberark Software Ltd./Israel (CYBR) and the biggest sale an exit from Dell Technologies -C (DELL).
- Most Recent 13F
- Q2 2026
- Location
- BRONXVILLE, NY
- CIK
- 0001909126
- Portfolio Value
- $218.5M (Q4 2024)
- SEC Filing
- 0001420506-25-000538 ↗ filed Feb 14, 2025
Holdings Value
Holdings 37 stocks · $218.5M
| NDAQ Nasdaq Inc. | 10.62% | 300,000 | $23.2M | Reduce -40.0% |
| CYBR Cyberark Software Ltd./Israel | 7.62% | 50,000 | $16.7M | New |
| ULS Ul Solutions Inc. Class A | 5.71% | 250,000 | $12.5M | No change |
| BA The Boeing Co. | 4.05% | 50,000 | $8.8M | New |
| VIK Viking Holdings Ltd. | 4.03% | 200,000 | $8.8M | Reduce -38.5% |
| LINE Lineage Inc. | 4.02% | 150,000 | $8.8M | Reduce -51.6% |
| OS Onestream Inc. | 3.92% | 300,000 | $8.6M | Add +50.0% |
| CWH Camping World Holdings Inc. Class A | 3.86% | 400,000 | $8.4M | New |
| AS Amer Sports Inc. | 3.84% | 300,000 | $8.4M | Add +200.0% |
| KGS Kodiak Gas Services Inc. | 3.74% | 200,000 | $8.2M | Add +42.9% |
| LOAR Loar Holdings Inc. | 3.72% | 110,000 | $8.1M | Add +10.0% |
| PCG P G & E Corp. | 3.69% | 400,000 | $8.1M | New |
| SARO Standardaero Inc. | 3.40% | 300,000 | $7.4M | New |
| CRGY Crescent Energy Inc. Class A | 3.34% | 500,000 | $7.3M | Add +25.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.25% | 25,000 | $7.1M | New |
| ALAB Astera Labs Inc. | 3.03% | 50,000 | $6.6M | Reduce -60.0% |
| LB Landbridge Co. LLC-A | 2.96% | 100,000 | $6.5M | No change |
| WAY Waystar Holding Corp. | 2.52% | 150,000 | $5.5M | No change |
| CRBG Corebridge Financial Inc. | 2.05% | 150,000 | $4.5M | Reduce -50.0% |
| TTAN Servicetitan Inc. Class A | 1.88% | 40,000 | $4.1M | New |
| ABX Abacus Global Management Inc. | 1.82% | 507,485 | $4.0M | Add +306.0% |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 1.78% | 125,000 | $3.9M | Add +66.7% |
| CWAN Clearwater Analytics HDS-A | 1.70% | 135,000 | $3.7M | Reduce -32.5% |
| ASB Associated Banc-Corp. | 1.64% | 150,000 | $3.6M | New |
| TBBB BBB Foods Inc. Class A | 1.62% | 125,000 | $3.5M | New |
| ADT Adt Inc. | 1.58% | 500,000 | $3.5M | New |
| SMTC Semtech Corp. | 1.42% | 50,000 | $3.1M | New |
| KLC Kindercare Learning Cos Inc. | 1.22% | 150,000 | $2.7M | New |
| BTSG Brightspring Health Services | 1.17% | 150,000 | $2.6M | No change |
| ARDT Ardent Health Inc. | 0.98% | 125,000 | $2.1M | No change |
| GRDN Guardian Phrmcy Services-A | 0.93% | 100,000 | $2.0M | Reduce -33.2% |
| BOW Bowhead Specialty Holdings I | 0.81% | 50,000 | $1.8M | No change |
| RBRK Rubrik Inc. Class A | 0.75% | 25,000 | $1.6M | Reduce -50.0% |
| INGM Ingram Micro Holding Corp. | 0.44% | 50,000 | $970K | New |
| TWFG TWFG Inc. | 0.42% | 30,000 | $924K | No change |
| BKV BKV Corporation | 0.38% | 35,000 | $832K | Reduce -66.3% |
| UHG United Homes Group Inc. | 0.08% | 42,584 | $180K | New |
Portfolio Sells Q3 2024 → Q4 2024
| DELL Dell Technologies -C | Sold out | 0.00% | −5.28 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −5.23 |
| COR Cencora Inc. | Sold out | 0.00% | −3.76 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −3.74 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −3.64 |
| SN Sharkninja Inc. | Sold out | 0.00% | −3.03 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −2.76 |
| RITM Rithm Capital Corp. | Sold out | 0.00% | −2.66 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −2.42 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −2.39 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −2.28 |
| PR Permian Resources Corp. Class A | Sold out | 0.00% | −2.27 |
| CWST Casella Waste Systems Inc. Class A | Sold out | 0.00% | −2.23 |
| POLEU Andretti Acquisition Corp. II | Sold out | 0.00% | −1.78 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −1.47 |
| HESM Hess Midstream LP Class A | Sold out | 0.00% | −1.41 |
| LINE Lineage Inc. | Reduce -51.6% | 4.02% | −1.39 |
| PACS Pacs Group Inc. | Sold out | 0.00% | −1.34 |
| CNP Centerpoint Energy Inc. | Sold out | 0.00% | −1.31 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −1.25 |
| AHR American Healthcare REIT Inc. | Sold out | 0.00% | −1.16 |
| BIRK Birkenstock Holding PLC | Sold out | 0.00% | −1.10 |
| HE Hawaiian Electric Inds | Sold out | 0.00% | −1.09 |
| LTH Life Time Group Holdings Inc. | Sold out | 0.00% | −1.09 |
| MGY Magnolia Oil & Gas Corp. Class A | Sold out | 0.00% | −1.09 |
| VNOM Viper Energy Inc. | Sold out | 0.00% | −1.00 |
| TPG TPG Inc. | Sold out | 0.00% | −0.96 |
| RXO Rxo Inc. | Sold out | 0.00% | −0.94 |
| ODD Oddity Tech Ltd. Class A | Sold out | 0.00% | −0.90 |
| IVT Inventrust Properties Corp. | Sold out | 0.00% | −0.80 |
| SPNT Siriuspoint Ltd. | Sold out | 0.00% | −0.75 |
| CON Concentra Group Holdings Par | Sold out | 0.00% | −0.75 |
| PLMR Palomar Holdings Inc. | Sold out | 0.00% | −0.53 |
| MLNK Meridianlink Inc. | Sold out | 0.00% | −0.46 |
| TRMD Torm PLC-A | Sold out | 0.00% | −0.46 |
| AROC Archrock Inc. | Sold out | 0.00% | −0.45 |
| GFL GFL Environmental Inc.-Sub VT | Sold out | 0.00% | −0.44 |
| SDHC Smith Douglas Homes Corp. | Sold out | 0.00% | −0.42 |
| PKX Posco Holdings Inc. -Spon ADR | Sold out | 0.00% | −0.39 |
| AHRT Ah Realty Trust Inc. | Sold out | 0.00% | −0.32 |
| VTRS Viatris Inc. | Sold out | 0.00% | −0.26 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.21 |
| FRNM Freenome Inc. | Sold out | 0.00% | −0.11 |
| BKV BKV Corporation | Reduce -66.3% | 0.38% | −0.04 |
| CRBG Corebridge Financial Inc. | Reduce -50.0% | 2.05% | +0.11 |
| GRDN Guardian Phrmcy Services-A | Reduce -33.2% | 0.93% | +0.37 |
| RBRK Rubrik Inc. Class A | Reduce -50.0% | 0.75% | +0.39 |
| CWAN Clearwater Analytics HDS-A | Reduce -32.5% | 1.70% | +0.58 |
| VIK Viking Holdings Ltd. | Reduce -38.5% | 4.03% | +1.51 |
| ALAB Astera Labs Inc. | Reduce -60.0% | 3.03% | +1.57 |
Portfolio Buys Q3 2024 → Q4 2024
| CYBR Cyberark Software Ltd./Israel | New | 7.62% | +7.62 |
| BA The Boeing Co. | New | 4.05% | +4.05 |
| CWH Camping World Holdings Inc. Class A | New | 3.86% | +3.86 |
| PCG P G & E Corp. | New | 3.69% | +3.69 |
| AS Amer Sports Inc. | Add +200.0% | 3.84% | +3.48 |
| SARO Standardaero Inc. | New | 3.40% | +3.40 |
| AJG Arthur J Gallagher & Co. | New | 3.25% | +3.25 |
| KGS Kodiak Gas Services Inc. | Add +42.9% | 3.74% | +2.83 |
| OS Onestream Inc. | Add +50.0% | 3.92% | +2.41 |
| CRGY Crescent Energy Inc. Class A | Add +25.0% | 3.34% | +2.37 |
| LOAR Loar Holdings Inc. | Add +10.0% | 3.72% | +2.06 |
| TTAN Servicetitan Inc. Class A | New | 1.88% | +1.88 |
| ASB Associated Banc-Corp. | New | 1.64% | +1.64 |
| TBBB BBB Foods Inc. Class A | New | 1.62% | +1.62 |
| ADT Adt Inc. | New | 1.58% | +1.58 |
| ABX Abacus Global Management Inc. | Add +306.0% | 1.82% | +1.54 |
| SMTC Semtech Corp. | New | 1.42% | +1.42 |
| MRX Marex UK Holdings Ltd. | Add +66.7% | 1.78% | +1.39 |
| KLC Kindercare Learning Cos Inc. | New | 1.22% | +1.22 |
| INGM Ingram Micro Holding Corp. | New | 0.44% | +0.44 |
| UHG United Homes Group Inc. | New | 0.08% | +0.08 |
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 |