Seven Grand Managers, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Seven Grand Managers, LLC disclosed 176 US equity positions worth $2.5bn in its Q2 2026 13F filing. The largest position was SPCX at 12.2% of the reported book, followed by MDLN and DLR. Against the Q1 2026 filing, it opened 21 new positions, added to 13 and reduced 6 among the top 50 holdings.
What did Seven Grand Managers, LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 12.2% | $302.4m | 1,770,000 | – | new |
| 2 | MDLN MEDLINE INC | Healthcare | 5.8% | $144.0m | 3,651,044 | 46% | added |
| 3 | DLR DIGITAL RLTY TR INC | Real Estate | 4.1% | $102.7m | 572,000 | – | new |
| 4 | NVDA NVIDIA CORPORATION | Technology | 3.7% | $91.2m | 456,000 | – | new |
| 5 | LHX L3HARRIS TECHNOLOGIES INC | Industrials | 3.5% | $87.2m | 300,000 | 9% | added |
| 6 | GOOGL ALPHABET INC | Communication Services | 2.9% | $71.5m | 200,000 | – | new |
| 7 | GOOG ALPHABET INC | Communication Services | 2.8% | $70.7m | 200,000 | – | new |
| 8 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 2.8% | $69.7m | 1,000,000 | 67% | added |
| 9 | BIDU BAIDU INC | Communication Services | 2.3% | $57.1m | 500,000 | – | new |
| 10 | CBRS CEREBRAS SYSTEMS INC | Technology | 2.2% | $55.2m | 250,000 | – | new |
| 11 | AEP AMERICAN ELEC PWR CO INC | Utilities | 2.2% | $54.7m | 400,000 | – | new |
| 12 | FANG DIAMONDBACK ENERGY INC | Energy | 2.1% | $52.7m | 300,000 | 0% | held |
| 13 | LGN LEGENCE CORP | Industrials | 2.1% | $51.1m | 600,000 | 0% | held |
| 14 | ETR ENTERGY CORP NEW | Utilities | 1.8% | $45.9m | 400,000 | – | new |
| 15 | INIO INNIO NV | Industrials | 1.7% | $41.5m | 1,050,000 | – | new |
| 16 | KTOS KRATOS DEFENSE & SEC SOLUTIO | Industrials | 1.5% | $37.4m | 750,000 | 650% | added |
| 17 | GLXY GALAXY DIGITAL INC. | Financial Services | 1.4% | $34.2m | 1,250,000 | 0% | held |
| 18 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 1.2% | $30.7m | 550,000 | 83% | added |
| 19 | LTH LIFE TIME GROUP HOLDINGS INC | Consumer Cyclical | 1.2% | $30.6m | 750,000 | – | new |
| 20 | MAIR MADISON AIR SOLUTIONS CORP | Industrials | 1.1% | $27.3m | 700,000 | – | new |
| 21 | KGS KODIAK GAS SVCS INC | Energy | 1.1% | $26.3m | 350,000 | 40% | added |
| 22 | ITT ITT INC | Industrials | 1.0% | $24.7m | 125,000 | -50% | reduced |
| 23 | ARXS ARXIS INC | 0.9% | $23.1m | 500,000 | – | new | |
| 24 | GFS GLOBALFOUNDRIES INC | Technology | 0.8% | $20.6m | 250,000 | 0% | held |
| 25 | VSEC VSE CORP | Industrials | 0.8% | $20.6m | 90,000 | 0% | held |
| 26 | FRVO FERVO ENERGY CO | 0.8% | $20.5m | 700,000 | – | new | |
| 27 | MIAX MIAMI INTL HLDGS INC | Financial Services | 0.8% | $20.4m | 550,000 | 0% | held |
| 28 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 0.8% | $20.0m | 225,000 | 125% | added |
| 29 | NDAQ NASDAQ INC | Financial Services | 0.8% | $19.7m | 250,000 | 0% | held |
| 30 | ANDG ANDERSEN GROUP INC | 0.8% | $18.9m | 500,000 | 0% | held | |
| 31 | WULF TERAWULF INC | Financial Services | 0.7% | $18.5m | 750,000 | – | new |
| 32 | NKTR NEKTAR THERAPEUTICS | Healthcare | 0.7% | $16.8m | 240,000 | 92% | added |
| 33 | QUANTINUUM INC | 0.7% | $16.3m | 200,000 | – | new | |
| 34 | MANE VERADERMICS INC | Healthcare | 0.6% | $15.4m | 125,000 | 67% | added |
| 35 | ULS UL SOLUTIONS INC | Industrials | 0.6% | $15.3m | 150,000 | -25% | reduced |
| 36 | SARO STANDARDAERO INC | Industrials | 0.6% | $15.0m | 500,000 | -22% | reduced |
| 37 | VVX V2X INC | Industrials | 0.6% | $14.9m | 200,000 | 33% | added |
| 38 | SMCI SUPER MICRO COMPUTER INC | Technology | 0.6% | $14.7m | 500,000 | – | new |
| 39 | NRG NRG ENERGY INC | Utilities | 0.6% | $14.6m | 100,000 | -43% | reduced |
| 40 | MWH SOLV ENERGY INC | Utilities | 0.5% | $13.6m | 400,000 | 167% | added |
| 41 | AS AMER SPORTS INC | Consumer Cyclical | 0.5% | $13.5m | 400,000 | 0% | held |
| 42 | VSH VISHAY INTERTECHNOLOGY INC | Technology | 0.5% | $13.3m | 248,000 | – | new |
| 43 | APGE APOGEE THERAPEUTICS INC | Healthcare | 0.5% | $13.3m | 100,000 | 0% | held |
| 44 | AMKR AMKOR TECHNOLOGY INC | Technology | 0.5% | $12.9m | 150,000 | -40% | reduced |
| 45 | INGM INGRAM MICRO HLDG CORP | 0.5% | $12.3m | 450,000 | 125% | added | |
| 46 | XMTR XOMETRY INC | Industrials | 0.5% | $12.1m | 125,000 | – | new |
| 47 | ABVX ABIVAX SA | Healthcare | 0.5% | $12.0m | 90,000 | 80% | added |
| 48 | VIAV VIAVI SOLUTIONS INC | Technology | 0.5% | $11.9m | 250,000 | – | new |
| 49 | MSFT MICROSOFT CORP | Technology | 0.5% | $11.9m | 32,000 | -55% | reduced |
| 50 | FIX COMFORT SYS USA INC | Industrials | 0.5% | $11.9m | 6,000 | – | new |
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.