Seven Grand Managers, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Seven Grand Managers, LLC reported 167 stock positions worth $1.5 billion. Its top holding was Medline Class A (MDLN) at 7.4% of the portfolio, followed by L3HARRIS Technologies (LHX, 6.3%) and Echostar Class A (ECHO, 5.5%). Compared with Q4 2025, it opened 76 new positions, sold out of 47, added to 20 and reduced 18. The biggest buy was a new position in L3HARRIS Technologies (LHX) and the biggest sale an exit from T-Mobile US (TMUS).

Most Recent 13F
Q2 2026
Location
BRONXVILLE, NY
CIK
0001909126
Portfolio Value
$1.5B (Q1 2026)
SEC Filing
0001420506-26-000805 ↗ filed May 6, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $204.2M Q1 2024 Q2 2024: $221.4M Q2 2024 Q3 2024: $448.9M Q3 2024 Q4 2024: $218.5M Q4 2024 Q1 2025: $428.3M Q1 2025 Q2 2025: $833.8M Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.5B $1.5B Q1 2026 Q2 2026: $2.5B Q2 2026

Holdings 167 stocks · $1.5B
MDLN Medline Inc. Class A 7.43% 2,500,000 $111.3M Add +117.4%
LHX L3HARRIS Technologies Inc. 6.34% 275,000 $94.9M New
ECHO Echostar Corp. Class A 5.48% 700,000 $81.9M Add +250.0%
TSLA Tesla Inc. 4.47% 180,000 $66.9M Add +260.0%
FANG Diamondback Energy Inc. 3.96% 300,000 $59.3M New
LRCX Lam Research Corp. 3.77% 264,000 $56.4M New
AMAT Applied Materials Inc. 3.43% 150,000 $51.3M New
ITT Itt Inc. 3.18% 250,000 $47.6M No change
VNOM Viper Energy Inc. Class A 2.51% 800,000 $37.6M Add +300.0%
LGN Legence Corp. Class A 2.26% 600,000 $33.9M No change
SNDK Sandisk Corp. 2.12% 50,000 $31.8M Reduce -75.0%
MSFT Microsoft Corp. 1.76% 71,000 $26.3M Reduce -45.8%
NRG NRG Energy Inc. 1.71% 175,000 $25.6M New
BTSG Brightspring Health Services 1.71% 600,000 $25.6M Add +100.0%
GLXY Galaxy Digital Inc. Class A 1.54% 1,250,000 $23.1M No change
MIAX Miami International Holdings 1.43% 550,000 $21.4M Add +37.5%
NDAQ Nasdaq Inc. 1.42% 250,000 $21.2M Reduce -50.0%
ULS Ul Solutions Inc. Class A 1.15% 200,000 $17.1M Reduce -50.0%
VSEC Vse Corp. 1.11% 90,000 $16.6M Add +200.0%
SARO Standardaero Inc. 1.10% 637,500 $16.5M Add +70.0%
KGS Kodiak Gas Services Inc. 0.97% 250,000 $14.6M Reduce -50.0%
JOBY Joby Aviation Inc. 0.97% 1,750,000 $14.5M Add +75.0%
AVAV Aerovironment Inc. 0.92% 75,000 $13.7M Add +25.0%
ANDG Andersen Group Inc. Class A 0.91% 500,000 $13.6M No change
AS Amer Sports Inc. 0.88% 400,000 $13.2M New
QSR Restaurant Brands Intern 0.86% 175,000 $12.9M Reduce -50.0%
CRCL Circle Internet Group Inc. 0.80% 125,000 $11.9M No change
VIST Vista Energy Sab DE CV 0.76% 150,000 $11.3M New
AMKR Amkor Technology Inc. 0.75% 250,000 $11.3M New
GFS Globalfoundries Inc. 0.74% 250,000 $11.1M New
PLTR Palantir Technologies Inc. Class A 0.69% 71,000 $10.4M No change
VVX V2X Inc. 0.69% 150,000 $10.3M Add +50.0%
WPC WP Carey Inc. 0.68% 150,000 $10.2M New
LTM Latam Airlines Group SA-ADR 0.66% 200,000 $9.9M Add +100.0%
NKTR Nektar Therapeutics 0.60% 125,000 $9.0M New
FPS Forgent Power Solutions Class A 0.59% 300,000 $8.8M New
DRUG Bright Minds Biosciences Inc. 0.59% 120,000 $8.8M Add +140.0%
APGE Apogee Therapeutics Inc. 0.56% 100,000 $8.4M Add +100.0%
DNTH Dianthus Therapeutics Inc. 0.56% 100,000 $8.4M New
ORLY O'reilly Automotive Inc. 0.56% 90,000 $8.3M No change
ASTS Ast Spacemobile Inc. 0.55% 100,000 $8.3M No change
WHR Whirlpool Corp. 0.54% 150,000 $8.1M New
ACHR Archer Aviation Inc. Class A 0.52% 1,500,000 $7.8M Reduce -50.0%
EPRT Essential Properties Realty 0.51% 250,000 $7.6M Add +25.0%
GRDN Guardian Phrmcy Services-A 0.50% 200,000 $7.5M Add +100.0%
PVLA Palvella Therapeutics Inc. 0.50% 60,000 $7.5M New
NOG Northern Oil and Gas Inc. 0.49% 250,000 $7.3M New
APD Air Products & Chemicals Inc. 0.49% 25,000 $7.3M New
WAY Waystar Holding Corp. 0.48% 300,000 $7.2M No change
KTOS Kratos Defense & Security 0.47% 100,000 $7.1M Reduce -60.0%
LB Landbridge Co. LLC-A 0.46% 100,000 $6.9M No change
FIGR Figure Technology Solut Class A 0.45% 200,000 $6.8M No change
WBI Waterbridge Infrastruc Class A 0.45% 250,000 $6.7M No change
SAIL Sailpoint Inc. 0.44% 500,000 $6.6M No change
LINE Lineage Inc. 0.44% 200,000 $6.6M No change
MDA Mda Space Ltd. 0.42% 250,000 $6.3M New
PAYP Paypay Corp. 0.42% 292,000 $6.2M New
ALH Alliance Laundry Holdings Inc. 0.42% 300,000 $6.2M No change
EQPT Equipmentshare.com Inc. Class A 0.41% 300,000 $6.1M New
CRBG Corebridge Financial Inc. 0.40% 250,000 $6.0M Reduce -50.0%
VOYG Voyager Technologies Inc. Class A 0.39% 250,000 $5.8M Add +25.5%
CTRI Centuri Holdings Inc. 0.39% 200,000 $5.8M Reduce -50.0%
LOAR Loar Holdings Inc. 0.38% 100,000 $5.7M No change
BKV BKV Corporation 0.38% 200,000 $5.7M Add +300.0%
MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC 0.37% 125,000 $5.6M Reduce -50.0%
ABVX Abivax SA-ADR 0.37% 50,000 $5.6M New
RELY Remitly Global Inc. 0.37% 350,000 $5.5M New
BLSH Bullish 0.36% 150,000 $5.4M No change
PR Permian Resources Corp. Class A 0.36% 250,000 $5.3M New
FIG Figma Inc. Class A 0.35% 250,000 $5.3M No change
POR Portland General Electric Co. 0.35% 100,000 $5.3M New
BANC Banc of California Inc. 0.35% 300,000 $5.3M New
SYRE Spyre Therapeutics Inc. 0.34% 100,000 $5.0M No change
QXO Qxo Inc. 0.32% 250,000 $4.9M New
MGY Magnolia Oil & Gas Corp. Class A 0.32% 150,000 $4.7M New
MANE Veradermics Inc. 0.32% 74,750 $4.7M New
INGM Ingram Micro Holding Corp. 0.31% 200,000 $4.7M New
MWH Solv Energy Inc. Class A 0.30% 150,000 $4.5M New
BETA Beta Technologies Inc. Class A 0.29% 298,557 $4.4M No change
XENE Xenon Pharmaceuticals Inc. 0.29% 75,000 $4.4M New
FLY Firefly Aerospace Inc. 0.29% 150,000 $4.3M No change
DFTX Definium Therapeutics Inc. 0.28% 225,000 $4.3M No change
MH McGraw Hill Inc. 0.27% 300,000 $4.1M No change
KYIV Kyivstar Group Ltd. 0.27% 400,000 $4.0M New
USAR USA Rare Earth Inc. 0.27% 262,500 $4.0M New
WTTR Select Water Solutions Inc. 0.26% 250,000 $3.8M New
EVMN Evommune Inc. 0.25% 164,670 $3.8M Add +119.6%
GH Guardant Health Inc. 0.25% 40,000 $3.7M No change
OGE Oge Energy Corp. 0.24% 75,000 $3.6M Reduce -50.0%
EFC Ellington Financial Inc. 0.24% 300,000 $3.6M New
NIQ Niq Global Intelligence PLC 0.23% 300,000 $3.4M No change
RDW Redwire Corp. 0.23% 400,000 $3.4M Add +100.0%
MCB Metropolitan Bank Holding Co. 0.22% 40,000 $3.3M New
YSS York Space Systems Inc. 0.22% 150,000 $3.3M New
ADT Adt Inc. 0.22% 500,000 $3.3M No change
CAPR Capricor Therapeutics Inc. 0.20% 100,000 $3.0M No change
ETOR Etoro Group Ltd. Class A 0.20% 100,000 $3.0M No change
MMED Minimed Group Inc. 0.20% 200,000 $3.0M New
CHYM Chime Financial Inc. Class A 0.19% 150,000 $2.8M No change
ARX Accelerant Holdings Class A 0.18% 200,000 $2.7M No change
ALHC Alignment Healthcare Inc. 0.18% 150,000 $2.6M New
BGSI Boyd Group Services Inc. 0.17% 20,000 $2.6M No change
KYMR Kymera Therapeutics Inc. 0.17% 30,000 $2.5M No change
AXGN Axogen Inc. 0.17% 75,000 $2.5M New
GPCR Structure Therapeutics Inc. 0.16% 50,000 $2.4M No change
CBC Central Bancompany 0.16% 100,000 $2.4M No change
IRON Disc Medicine Inc. 0.15% 35,000 $2.2M No change
RLMD Relmada Therapeutics Inc. 0.15% 315,788 $2.2M New
NTSK Netskope Inc. Class A 0.14% 250,000 $2.1M Reduce -47.4%
AERO Grupo Aeromexico Sab DE CV 0.14% 150,000 $2.1M No change
AGMB Agomab Therapeutics NV 0.14% 200,000 $2.1M New
MPLT Maplight Therapeutics Inc. 0.14% 100,000 $2.0M No change
SION Sionna Therapeutics Inc. 0.13% 50,000 $2.0M No change
KPET.U Kpet Ultra Paceline Corp. 0.13% 200,000 $2.0M New
SYM Symbotic Inc. 0.13% 37,500 $2.0M Reduce -50.0%
KMTS Kestra Medical Technologies 0.13% 100,000 $2.0M No change
BLLN Billiontoone Inc. Class A 0.13% 25,000 $2.0M No change
ZBIO Zenas Biopharma Inc. 0.13% 100,000 $2.0M New
PTRN Pattern Group Inc. Class A 0.12% 150,000 $1.9M No change
AVR Anteris Technologies Global 0.12% 325,000 $1.8M New
BOBS Bob's Discount Furniture 0.12% 150,000 $1.8M New
KNTK Kinetik Holdings Inc. 0.11% 35,000 $1.7M New
CMPS Compass Pathways PLC 0.11% 300,000 $1.7M New
OFRM Once Upon A Farm PBC 0.11% 100,000 $1.6M New
ERAS Erasca Inc. 0.11% 100,000 $1.6M New
LFST Lifestance Health Group Inc. 0.11% 250,000 $1.6M New
GTY Getty Realty Corp. 0.11% 50,000 $1.6M New
PXED Phoenix Education Partners I 0.11% 50,000 $1.6M No change
PICS Pics NV 0.10% 150,000 $1.6M New
GENB Generate Biomedicines Inc. 0.10% 125,000 $1.6M New
SM SM Energy Co. 0.10% 50,000 $1.6M New
MDU Mdu Resources Group Inc. 0.10% 75,000 $1.6M Reduce -50.0%
CTMX Cytomx Therapeutics Inc. 0.10% 325,000 $1.5M New
XZO Exzeo Group Inc. 0.10% 100,000 $1.5M Reduce -33.3%
FLOC Flowco Holdings Inc. Class A 0.10% 70,000 $1.4M No change
IONQ Ionq Inc. 0.10% 50,000 $1.4M No change
SMR Nuscale Power Corp. 0.09% 125,000 $1.4M No change
COGT Cogent Biosciences Inc. 0.09% 35,000 $1.3M No change
JCAP Jefferson Capital Inc. 0.09% 70,000 $1.3M New
BRCB Black Rock Coffee Bar Inc. Class A 0.09% 100,000 $1.3M No change
CURB Curbline Properties Corp. 0.09% 50,000 $1.3M New
BCAX Bicara Therapeutics Inc. 0.08% 62,500 $1.2M New
GPOR Gulfport Energy Corp. 0.07% 5,000 $1.1M New
SABS Sab Biotherapeutics Inc. 0.07% 275,000 $1.1M New
UEC Uranium Energy Corp. 0.07% 75,000 $1.0M No change
INVX Innovex International Inc. 0.07% 40,000 $976K New
LMRI Lumexa Imaging Holdings Inc. 0.06% 110,000 $946K Reduce -83.0%
NTST Netstreit Corp. 0.06% 50,000 $942K New
APC Arko Petroleum Corp. 0.06% 50,000 $895K New
INR Infinity Natural Resour Class A 0.06% 50,000 $881K No change
HTO H2O America 0.06% 15,000 $880K New
BIOA Bioage Labs Inc. 0.06% 50,000 $875K New
EIKN Eikon Therapeutics Inc. 0.06% 80,000 $846K New
BOW Bowhead Specialty Holdings I 0.06% 37,500 $841K No change
GLUE Monte Rosa Therapeutics Inc. 0.05% 45,000 $740K New
CRVS Corvus Pharmaceuticals Inc. 0.05% 50,000 $732K New
AGBK Agi Inc. Class A 0.05% 100,000 $727K New
QBTS D-Wave Quantum Inc. 0.05% 50,000 $722K No change
PUMP Propetro Holding Corp. 0.05% 50,000 $721K New
RGTI Rigetti Computing Inc. 0.05% 50,000 $702K No change
WLTH Wealthfront Corp. 0.05% 75,000 $694K Reduce -50.0%
LIFE Ethos Technologies Inc. Class-A 0.04% 60,000 $670K New
DYN Dyne Therapeutics Inc. 0.04% 35,000 $635K No change
LRMR Larimar Therapeutics Inc. 0.04% 125,000 $563K New
ARWR Arrowhead Pharmaceuticals Inc. 0.03% 7,500 $470K New
AKTS Aktis Oncology Inc. 0.03% 25,000 $447K New
TEO Telecom Argentina SA-SP ADR 0.03% 35,000 $409K New

Options reported separately and not counted above: USAR puts ($0).

Portfolio Sells Q4 2025 → Q1 2026
TMUS T-Mobile US Inc. Sold out 0.00% −3.09
MSFT Microsoft Corp. Reduce -45.8% 1.76% −3.07
SOFI Sofi Technologies Inc. Sold out 0.00% −2.99
MDT Medtronic PLC Sold out 0.00% −2.93
COHR Coherent Corp. Sold out 0.00% −2.81
HON Honeywell International Inc. Sold out 0.00% −2.39
NDAQ Nasdaq Inc. Reduce -50.0% 1.42% −2.28
KRMN Karman Holdings Inc. Sold out 0.00% −1.95
AAPL Apple Inc. Sold out 0.00% −1.80
SNDK Sandisk Corp. Reduce -75.0% 2.12% −1.49
ULS Ul Solutions Inc. Class A Reduce -50.0% 1.15% −1.26
TTAN Servicetitan Inc. Class A Sold out 0.00% −1.22
ACHR Archer Aviation Inc. Class A Reduce -50.0% 0.52% −1.20
VRSN Verisign Inc. Sold out 0.00% −1.16
BRO Brown & Brown Inc. Sold out 0.00% −1.14
CAI Caris Life Sciences Inc. Sold out 0.00% −1.02
KTOS Kratos Defense & Security Reduce -60.0% 0.47% −0.97
QSR Restaurant Brands Intern Reduce -50.0% 0.86% −0.95
ROL Rollins Inc. Sold out 0.00% −0.91
LMRI Lumexa Imaging Holdings Inc. Reduce -83.0% 0.06% −0.85
EL Estee Lauder Companies Class A Sold out 0.00% −0.80
CRBG Corebridge Financial Inc. Reduce -50.0% 0.40% −0.75
HNGE Hinge Health Inc. Class A Sold out 0.00% −0.71
STWD Starwood Property Trust Inc. Sold out 0.00% −0.69
LPLA LPL Financial Holdings Inc. Sold out 0.00% −0.68
NBIS Nebius Group NV Sold out 0.00% −0.64
CCC CCC Intelligent Solutions Ho Sold out 0.00% −0.61
SFD Smithfield Foods Inc. Sold out 0.00% −0.55
NTSK Netskope Inc. Class A Reduce -47.4% 0.14% −0.49
GFL GFL Environmental Inc.-Sub VT Sold out 0.00% −0.49
KGS Kodiak Gas Services Inc. Reduce -50.0% 0.97% −0.45
CTRI Centuri Holdings Inc. Reduce -50.0% 0.39% −0.38
AHR American Healthcare REIT Inc. Sold out 0.00% −0.36
MRX Marex UK Holdings Ltd. Reduce -50.0% 0.37% −0.36
OS Onestream Inc. Sold out 0.00% −0.35
SHC Sotera Health Co. Sold out 0.00% −0.34
BBIO Bridgebio Pharma Inc. Sold out 0.00% −0.29
SNPS Synopsys Inc. Sold out 0.00% −0.28
OKLO Oklo Inc. Sold out 0.00% −0.27
VIK Viking Holdings Ltd. Sold out 0.00% −0.27
HGV Hilton Grand Vacations Inc. Sold out 0.00% −0.26
OGE Oge Energy Corp. Reduce -50.0% 0.24% −0.25
VRDN Viridian Therapeutics Inc. Sold out 0.00% −0.24
HTFL Heartflow Inc. Sold out 0.00% −0.22
DLO Dlocal Ltd. Sold out 0.00% −0.22
SYM Symbotic Inc. Reduce -50.0% 0.13% −0.21
IDA Idacorp Inc. Sold out 0.00% −0.19
NUVL Nuvalent Inc. Class A Sold out 0.00% −0.19
XZO Exzeo Group Inc. Reduce -33.3% 0.10% −0.18
MAZE Maze Therapeutics Inc. Sold out 0.00% −0.16

Portfolio Buys Q4 2025 → Q1 2026
LHX L3HARRIS Technologies Inc. New 6.34% +6.34
FANG Diamondback Energy Inc. New 3.96% +3.96
ECHO Echostar Corp. Class A Add +250.0% 5.48% +3.82
LRCX Lam Research Corp. New 3.77% +3.77
MDLN Medline Inc. Class A Add +117.4% 7.43% +3.76
AMAT Applied Materials Inc. New 3.43% +3.43
TSLA Tesla Inc. Add +260.0% 4.47% +2.76
VNOM Viper Energy Inc. Class A Add +300.0% 2.51% +1.92
NRG NRG Energy Inc. New 1.71% +1.71
AS Amer Sports Inc. New 0.88% +0.88
BTSG Brightspring Health Services Add +100.0% 1.71% +0.85
VIST Vista Energy Sab DE CV New 0.76% +0.76
AMKR Amkor Technology Inc. New 0.75% +0.75
GFS Globalfoundries Inc. New 0.74% +0.74
VSEC Vse Corp. Add +200.0% 1.11% +0.71
WPC WP Carey Inc. New 0.68% +0.68
NKTR Nektar Therapeutics New 0.60% +0.60
FPS Forgent Power Solutions Class A New 0.59% +0.59
DNTH Dianthus Therapeutics Inc. New 0.56% +0.56
WHR Whirlpool Corp. New 0.54% +0.54
PVLA Palvella Therapeutics Inc. New 0.50% +0.50
NOG Northern Oil and Gas Inc. New 0.49% +0.49
APD Air Products & Chemicals Inc. New 0.49% +0.49
MDA Mda Space Ltd. New 0.42% +0.42
PAYP Paypay Corp. New 0.42% +0.42
EQPT Equipmentshare.com Inc. Class A New 0.41% +0.41
ABVX Abivax SA-ADR New 0.37% +0.37
RELY Remitly Global Inc. New 0.37% +0.37
PR Permian Resources Corp. Class A New 0.36% +0.36
POR Portland General Electric Co. New 0.35% +0.35
BANC Banc of California Inc. New 0.35% +0.35
QXO Qxo Inc. New 0.32% +0.32
MGY Magnolia Oil & Gas Corp. Class A New 0.32% +0.32
MANE Veradermics Inc. New 0.32% +0.32
INGM Ingram Micro Holding Corp. New 0.31% +0.31
MWH Solv Energy Inc. Class A New 0.30% +0.30
XENE Xenon Pharmaceuticals Inc. New 0.29% +0.29
DRUG Bright Minds Biosciences Inc. Add +140.0% 0.59% +0.29
SARO Standardaero Inc. Add +70.0% 1.10% +0.28
BKV BKV Corporation Add +300.0% 0.38% +0.28
APGE Apogee Therapeutics Inc. Add +100.0% 0.56% +0.28
GRDN Guardian Phrmcy Services-A Add +100.0% 0.50% +0.27
VVX V2X Inc. Add +50.0% 0.69% +0.27
KYIV Kyivstar Group Ltd. New 0.27% +0.27
USAR USA Rare Earth Inc. New 0.27% +0.27
WTTR Select Water Solutions Inc. New 0.26% +0.26
LTM Latam Airlines Group SA-ADR Add +100.0% 0.66% +0.25
EFC Ellington Financial Inc. New 0.24% +0.24
MCB Metropolitan Bank Holding Co. New 0.22% +0.22
YSS York Space Systems Inc. New 0.22% +0.22

Options Activity Q4 2025 → Q1 2026
USAR USA Rare Earth Inc. put New 187,500 $0

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 174$2.5BSPCX, MDLN, DLR, NVDA, LHX
Q1 2026 167$1.5BMDLN, LHX, ECHO, TSLA, FANG
Q4 2025 138$1.3BMSFT, NDAQ, MDLN, SNDK, ITT
Q3 2025 99$1.2BGLXY, TMUS, MCK, KTOS, NDAQ
Q2 2025 62$833.8MBRO, MSFT, PRMB, NDAQ, TTAN
Q1 2025 41$428.3MKDP, NDAQ, PRMB, SO, ETR
Q4 2024 37$218.5MNDAQ, CYBR, ULS, BA, VIK
Q3 2024 65$448.9MNDAQ, LINE, DELL, GEHC, COR
Q2 2024 50$221.4MAPP, ARM, D, TTWO, GFS
Q1 2024 44$204.2MNXT, CNM, D, SMCI, EXC