Seven Grand Managers, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Seven Grand Managers, LLC disclosed 99 US equity positions worth $1.2bn in its Q3 2025 13F filing. The largest position was GLXY at 5.5% of the reported book, followed by TMUS and MCK. Against the Q2 2025 filing, it opened 27 new positions, added to 3 and reduced 13 among the top 50 holdings.
What did Seven Grand Managers, LLC own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GLXY GALAXY DIGITAL INC. | Financial Services | 5.5% | $67.6m | 2,000,000 | 60% | added |
| 2 | TMUS T-MOBILE US INC | Communication Services | 3.9% | $47.9m | 200,000 | – | new |
| 3 | MCK MCKESSON CORP | Healthcare | 3.8% | $46.4m | 60,000 | – | new |
| 4 | KTOS KRATOS DEFENSE & SEC SOLUTIO | Industrials | 3.7% | $45.7m | 500,000 | 0% | held |
| 5 | NDAQ NASDAQ INC | Financial Services | 3.6% | $44.2m | 500,000 | 0% | held |
| 6 | MSFT MICROSOFT CORP | Technology | 3.2% | $38.8m | 75,000 | -39% | reduced |
| 7 | MDT MEDTRONIC PLC | Healthcare | 3.1% | $38.1m | 400,000 | – | new |
| 8 | AVAV AEROVIRONMENT INC | Industrials | 3.1% | $37.8m | 120,000 | – | new |
| 9 | BRO BROWN & BROWN INC | Financial Services | 2.9% | $35.2m | 375,000 | -50% | reduced |
| 10 | VRSN VERISIGN INC | Technology | 2.8% | $34.9m | 125,000 | – | new |
| 11 | SNDK SANDISK CORP | Technology | 2.7% | $33.7m | 300,000 | -40% | reduced |
| 12 | AAPL APPLE INC | Technology | 2.6% | $31.8m | 125,000 | 212% | added |
| 13 | MBLY MOBILEYE GLOBAL INC | Consumer Cyclical | 2.3% | $28.2m | 2,000,000 | – | new |
| 14 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 2.1% | $25.8m | 100,000 | 0% | held |
| 15 | ELBIT SYS LTD | 2.1% | $25.5m | 50,000 | 100% | added | |
| 16 | KRMN KARMAN HLDGS INC | Industrials | 2.1% | $25.3m | 350,000 | 0% | held |
| 17 | NBIS NEBIUS GROUP N.V. | Communication Services | 1.8% | $22.5m | 200,000 | – | new |
| 18 | SOFI SOFI TECHNOLOGIES INC | Financial Services | 1.6% | $19.8m | 750,000 | – | new |
| 19 | STWD STARWOOD PPTY TR INC | Real Estate | 1.6% | $19.4m | 1,000,000 | – | new |
| 20 | CRCL CIRCLE INTERNET GROUP INC | Financial Services | 1.3% | $16.6m | 125,000 | – | new |
| 21 | CRBG COREBRIDGE FINL INC | Financial Services | 1.3% | $16.0m | 500,000 | – | new |
| 22 | NSC NORFOLK SOUTHN CORP | Industrials | 1.2% | $15.3m | 51,000 | – | new |
| 23 | TTAN SERVICETITAN INC | Technology | 1.2% | $15.1m | 150,000 | -44% | reduced |
| 24 | ULS UL SOLUTIONS INC | Industrials | 1.2% | $14.2m | 200,000 | -20% | reduced |
| 25 | SPXC SPX TECHNOLOGIES INC | Industrials | 1.1% | $14.0m | 75,000 | – | new |
| 26 | CTRE CARETRUST REIT INC | Real Estate | 1.1% | $13.9m | 400,000 | – | new |
| 27 | MP MP MATERIALS CORP | Basic Materials | 1.1% | $13.4m | 200,000 | – | new |
| 28 | FIG FIGMA INC | Technology | 1.1% | $13.0m | 250,000 | – | new |
| 29 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 1.1% | $13.0m | 71,000 | – | new |
| 30 | CTRI CENTURI HOLDINGS INC | Utilities | 1.0% | $12.7m | 600,000 | – | new |
| 31 | LGN LEGENCE CORP | Industrials | 1.0% | $12.3m | 400,000 | – | new |
| 32 | AMAT APPLIED MATLS INC | Technology | 1.0% | $12.3m | 60,000 | – | new |
| 33 | HNGE HINGE HEALTH INC | Healthcare | 1.0% | $12.3m | 250,000 | 0% | held |
| 34 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 1.0% | $12.3m | 75,000 | -50% | reduced |
| 35 | MIAX MIAMI INTL HLDGS INC | 1.0% | $12.1m | 300,000 | – | new | |
| 36 | WDAY WORKDAY INC | Technology | 1.0% | $12.0m | 50,000 | – | new |
| 37 | WAY WAYSTAR HLDG CORP | Healthcare | 0.9% | $11.4m | 300,000 | -50% | reduced |
| 38 | OKLO OKLO INC | Utilities | 0.9% | $11.2m | 100,000 | -50% | reduced |
| 39 | PRMB PRIMO BRANDS CORPORATION | Consumer Defensive | 0.9% | $11.1m | 500,000 | -75% | reduced |
| 40 | SAIL SAILPOINT INC | Technology | 0.9% | $11.0m | 500,000 | 0% | held |
| 41 | NTSK NETSKOPE INC | 0.9% | $10.5m | 463,000 | – | new | |
| 42 | SARO STANDARDAERO INC | Industrials | 0.8% | $10.2m | 375,000 | -50% | reduced |
| 43 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 0.8% | $9.7m | 90,000 | 0% | held |
| 44 | BLSH BULLISH | 0.8% | $9.5m | 150,000 | – | new | |
| 45 | NIQ NIQ GLOBAL INTELLIGENCE PLC | 0.8% | $9.4m | 600,000 | – | new | |
| 46 | K4F ONESTREAM INC | 0.7% | $9.2m | 500,000 | -41% | reduced | |
| 47 | CWAN CLEARWATER ANALYTICS HLDGS I | Technology | 0.7% | $9.0m | 500,000 | -25% | reduced |
| 48 | NWS NEWS CORP NEW | Communication Services | 0.7% | $8.6m | 250,000 | – | new |
| 49 | RIG TRANSOCEAN LTD | Energy | 0.7% | $8.6m | 2,750,000 | – | new |
| 50 | MRX MAREX GROUP PLC | Financial Services | 0.7% | $8.4m | 250,000 | -44% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.