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

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 Q1 2026 Q2 2026: $2.5B $2.5B Q2 2026

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%
CMPS Compass Pathways PLC 0.17% 300,000 $4.2M No change
ALMR Alamar Biosciences Inc. 0.16% 150,000 $4.1M New
PCT Purecycle Technologies Inc. 0.16% 500,000 $4.1M New
KLRA Kailera Therapeutics Inc. 0.16% 175,000 $3.9M New
PTRN Pattern Group Inc. Class A 0.15% 150,000 $3.8M No change
SAIL Sailpoint Inc. 0.15% 250,000 $3.7M Reduce -50.0%
OGE Oge Energy Corp. 0.15% 75,000 $3.6M No change
LFTO Liftoff Mobile Inc. 0.15% 150,000 $3.6M New
MPLT Maplight Therapeutics Inc. 0.14% 100,000 $3.6M No change
LCLN Lincoln International Inc. 0.14% 150,000 $3.6M New
ELVN Enliven Therapeutics Inc. 0.14% 70,000 $3.6M New
ACHR Archer Aviation Inc. Class A 0.14% 750,000 $3.5M Reduce -50.0%
KYMR Kymera Therapeutics Inc. 0.14% 30,000 $3.4M No change
EROK Eaglerock Land LLC Class A 0.13% 150,000 $3.2M New
CHYM Chime Financial Inc. Class A 0.12% 150,000 $3.1M No change
YSWY Yesway Inc. Class A 0.12% 150,000 $3.0M New
CBC Central Bancompany 0.12% 100,000 $3.0M No change
BLLN Billiontoone Inc. Class A 0.12% 25,000 $3.0M No change
WHR Whirlpool Corp. 0.12% 75,000 $3.0M Reduce -50.0%
NHP National Healthcare Properti 0.12% 200,000 $2.9M New
AEVA Aeva Technologies Inc. 0.12% 100,000 $2.9M New
HMH HMH Holding Inc. Class-A filed as HMH HLDG INC 0.11% 150,000 $2.8M New
TRVI Trevi Therapeutics Inc. 0.11% 150,000 $2.8M New
WHK Whitehawk Minerals Corp. Class A 0.11% 100,000 $2.8M New
AERO Grupo Aeromexico Sab DE CV 0.11% 150,000 $2.7M No change
GPCR Structure Therapeutics Inc. 0.11% 50,000 $2.7M No change
IMMX Immix Biopharma Inc. 0.11% 255,000 $2.6M New
IRON Disc Medicine Inc. 0.10% 35,000 $2.6M No change
KMTS Kestra Medical Technologies 0.10% 100,000 $2.5M No change
ZBIO Zenas Biopharma Inc. 0.10% 100,000 $2.5M No change
AVLN Avalyn Pharma Inc. 0.10% 75,000 $2.5M New
CRGY Crescent Energy Inc. Class A 0.10% 250,000 $2.5M New
BOBS Bob's Discount Furniture 0.10% 150,000 $2.4M No change
TTI Tetra Technologies Inc. 0.09% 200,000 $2.3M New
JBIO Jade Biosciences Inc. 0.09% 100,000 $2.2M New
SION Sionna Therapeutics Inc. 0.09% 50,000 $2.2M No change
RLMD Relmada Therapeutics Inc. 0.09% 315,788 $2.2M No change
GENB Generate Biomedicines Inc. 0.09% 125,000 $2.1M No change
OFRM Once Upon A Farm PBC 0.08% 100,000 $2.0M No change
IDYA Ideaya Biosciences Inc. 0.08% 50,000 $1.9M New
CLDX Celldex Therapeutics Inc. 0.08% 50,000 $1.9M New
BCAX Bicara Therapeutics Inc. 0.07% 62,500 $1.9M No change
ERAS Erasca Inc. 0.07% 100,000 $1.8M No change
ARTV Artiva Biotherapeutics Inc. 0.07% 175,000 $1.7M New
PICS Pics NV 0.06% 150,000 $1.6M No change
RLAY Relay Therapeutics Inc. 0.06% 85,000 $1.6M New
HOOD Robinhood Markets Inc. Class A 0.06% 14,333 $1.4M New
FRBT Forbright Inc. Class A 0.06% 75,000 $1.4M New
COGT Cogent Biosciences Inc. 0.05% 35,000 $1.4M No change
LMRI Lumexa Imaging Holdings Inc. 0.05% 110,000 $1.2M No change
YSS York Space Systems Inc. 0.05% 50,000 $1.2M Reduce -66.7%
BIOA Bioage Labs Inc. 0.05% 50,000 $1.2M No change
EVMN Evommune Inc. 0.05% 90,568 $1.2M Reduce -45.0%
COAG Hemab Therapeutics Holdings 0.04% 30,000 $1.1M New
GLUE Monte Rosa Therapeutics Inc. 0.04% 45,000 $1.1M No change
LIFE Ethos Technologies Inc. Class-A 0.04% 60,000 $1.1M No change
SUJA Suja Life Inc. Class A 0.04% 100,000 $1.0M New
ODTX Odyssey Therapeutics Inc. 0.04% 50,000 $936K New
VRDN Viridian Therapeutics Inc. 0.04% 50,000 $919K New
IVA Inventiva SA - ADR 0.03% 225,000 $851K New
BRCB Black Rock Coffee Bar Inc. Class A 0.03% 100,000 $829K No change
AKTS Aktis Oncology Inc. 0.03% 25,000 $806K No change
DYN Dyne Therapeutics Inc. 0.03% 35,000 $777K No change
CRVS Corvus Pharmaceuticals Inc. 0.03% 50,000 $747K No change
STM Stmicroelectronics NV-NY SHS 0.03% 9,869 $739K New
AGBK Agi Inc. Class A 0.03% 100,000 $708K No change
AGMB Agomab Therapeutics NV 0.03% 47,600 $618K Reduce -76.2%
CAPR Capricor Therapeutics Inc. 0.02% 25,000 $602K Reduce -75.0%
NEO Neogenomics Inc. 0.02% 35,307 $515K New
PBLS Parabilis Medicines Inc. 0.01% 10,000 $274K New
AVR Anteris Technologies Global 0.01% 25,000 $246K Reduce -92.3%
ELOX Eloxx Pharmaceuticals Inc. 0.01% 10,000 $139K New
INM Inmed Pharmaceuticals Inc. 0.00% 25,000 $39K New
ADPT Adaptive Biotechnologies 0.00% 10,370 $22K New
Other holdings (2): bonds, preferreds, convertibles and warrants · $7.6M (not counted above)
SecurityClassShares / PrincipalValueChange
ALPHABET INC (GOOGL 6.25 05/15/29 A) DEP SHS RP1/20 A 75,000$3.8MNew
ALPHABET INC (GOOGL 6.25 05/15/29 B) DEP SHS RP1/20 B 75,000$3.8MNew

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

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