13F HOLDINGS REPORT
SEVEN GRAND MANAGERS, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001420506-25-003126
Total Value
$1.23B
Positions
99
Other Managers
0
Confidential Omitted
No
Holdings (99)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GALAXY DIGITAL INC. | GLXY | 2,000,000 | $67.6M | 5.49% |
| 2 | T-MOBILE US INC | TMUSZ | 200,000 | $47.9M | 3.89% |
| 3 | MCKESSON CORP | MCK | 60,000 | $46.4M | 3.76% |
| 4 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 500,000 | $45.7M | 3.71% |
| 5 | NASDAQ INC | NDAQ | 500,000 | $44.2M | 3.59% |
| 6 | MICROSOFT CORP | MSFT | 75,000 | $38.8M | 3.15% |
| 7 | MEDTRONIC PLC | MDT | 400,000 | $38.1M | 3.09% |
| 8 | AEROVIRONMENT INC | AVAV | 120,000 | $37.8M | 3.07% |
| 9 | BROWN & BROWN INC | BRO | 375,000 | $35.2M | 2.86% |
| 10 | VERISIGN INC | VRSN | 125,000 | $34.9M | 2.84% |
| 11 | SANDISK CORP | SNDK | 300,000 | $33.7M | 2.73% |
| 12 | APPLE INC | AAPL | 125,000 | $31.8M | 2.59% |
| 13 | MOBILEYE GLOBAL INC | MBLY | 2,000,000 | $28.2M | 2.29% |
| 14 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 100,000 | $25.8M | 2.10% |
| 15 | ELBIT SYS LTD | ESLT | 50,000 | $25.5M | 2.07% |
| 16 | KARMAN HLDGS INC | KRMN | 350,000 | $25.3M | 2.05% |
| 17 | NEBIUS GROUP N.V. | NBIS | 200,000 | $22.5M | 1.82% |
| 18 | SOFI TECHNOLOGIES INC | SOFI | 750,000 | $19.8M | 1.61% |
| 19 | STARWOOD PPTY TR INC | STHO | 1,000,000 | $19.4M | 1.57% |
| 20 | CIRCLE INTERNET GROUP INC | CRCL | 125,000 | $16.6M | 1.35% |
| 21 | COREBRIDGE FINL INC | 21871X109 | 500,000 | $16.0M | 1.30% |
| 22 | NORFOLK SOUTHN CORP | 655844108 | 51,000 | $15.3M | 1.24% |
| 23 | SERVICETITAN INC | TTAN | 150,000 | $15.1M | 1.23% |
| 24 | UL SOLUTIONS INC | ULS | 200,000 | $14.2M | 1.15% |
| 25 | SPX TECHNOLOGIES INC | SPXC | 75,000 | $14.0M | 1.14% |
| 26 | CARETRUST REIT INC | CTRE | 400,000 | $13.9M | 1.13% |
| 27 | MP MATERIALS CORP | MP | 200,000 | $13.4M | 1.09% |
| 28 | FIGMA INC | FIG | 250,000 | $13.0M | 1.05% |
| 29 | PALANTIR TECHNOLOGIES INC | PLTR | 71,000 | $13.0M | 1.05% |
| 30 | CENTURI HOLDINGS INC | CTRI | 600,000 | $12.7M | 1.03% |
| 31 | LEGENCE CORP | LGN | 400,000 | $12.3M | 1.00% |
| 32 | APPLIED MATLS INC | 038222105 | 60,000 | $12.3M | 1.00% |
| 33 | HINGE HEALTH INC | HNGE | 250,000 | $12.3M | 1.00% |
| 34 | LIVE NATION ENTERTAINMENT IN | LYV | 75,000 | $12.3M | 1.00% |
| 35 | MIAMI INTL HLDGS INC | 59356Q108 | 300,000 | $12.1M | 0.98% |
| 36 | WORKDAY INC | WDAY | 50,000 | $12.0M | 0.98% |
| 37 | WAYSTAR HLDG CORP | WAY | 300,000 | $11.4M | 0.92% |
| 38 | OKLO INC | OKLO | 100,000 | $11.2M | 0.91% |
| 39 | PRIMO BRANDS CORPORATION | PRMB | 500,000 | $11.1M | 0.90% |
| 40 | SAILPOINT INC | SAIL | 500,000 | $11.0M | 0.90% |
| 41 | NETSKOPE INC | NTSK | 463,000 | $10.5M | 0.85% |
| 42 | STANDARDAERO INC | SARO | 375,000 | $10.2M | 0.83% |
| 43 | OREILLY AUTOMOTIVE INC | 67103H107 | 90,000 | $9.7M | 0.79% |
| 44 | BULLISH | BLSH | 150,000 | $9.5M | 0.77% |
| 45 | NIQ GLOBAL INTELLIGENCE PLC | NIQ | 600,000 | $9.4M | 0.77% |
| 46 | ONESTREAM INC | OS | 500,000 | $9.2M | 0.75% |
| 47 | CLEARWATER ANALYTICS HLDGS I | CWAN | 500,000 | $9.0M | 0.73% |
| 48 | NEWS CORP NEW | NWSLL | 250,000 | $8.6M | 0.70% |
| 49 | TRANSOCEAN LTD | RIG | 2,750,000 | $8.6M | 0.70% |
| 50 | MAREX GROUP PLC | MRX | 250,000 | $8.4M | 0.68% |
| 51 | LPL FINL HLDGS INC | 50212V100 | 25,000 | $8.3M | 0.68% |
| 52 | CHEVRON CORP NEW | CVX | 50,000 | $7.8M | 0.63% |
| 53 | LINEAGE INC | LINE | 200,000 | $7.7M | 0.63% |
| 54 | VIPER ENERGY INC | VNOM | 200,000 | $7.6M | 0.62% |
| 55 | SMITHFIELD FOODS INC | SFD | 325,000 | $7.6M | 0.62% |
| 56 | QXO INC | QXO-PB | 400,000 | $7.6M | 0.62% |
| 57 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 200,000 | $7.3M | 0.59% |
| 58 | WATERBRIDGE INFRASTRUCTURE L | WBI | 250,000 | $6.3M | 0.51% |
| 59 | HILTON GRAND VACATIONS INC | HGV | 150,000 | $6.3M | 0.51% |
| 60 | CHEWY INC | CHWY | 150,000 | $6.1M | 0.49% |
| 61 | LOAR HOLDINGS INC | LOAR | 75,000 | $6.0M | 0.49% |
| 62 | V2X INC | VVX | 100,000 | $5.8M | 0.47% |
| 63 | VOYAGER TECHNOLOGIES INC | VOYG | 188,435 | $5.6M | 0.46% |
| 64 | GRUPO FINANCIERO GALICIA S.A | GGAL | 200,000 | $5.5M | 0.45% |
| 65 | LANDBRIDGE COMPANY LLC | LB | 100,000 | $5.3M | 0.43% |
| 66 | IDACORP INC | IDA | 40,000 | $5.3M | 0.43% |
| 67 | FORWARD INDS INC N Y | 349862409 | 270,271 | $5.0M | 0.41% |
| 68 | LATAM AIRLINES GROUP SA | LTM | 100,000 | $4.5M | 0.37% |
| 69 | BIRKENSTOCK HOLDING PLC | BIRK | 100,000 | $4.5M | 0.37% |
| 70 | FIREFLY AEROSPACE INC | FLY | 150,000 | $4.4M | 0.36% |
| 71 | ADT INC DEL | ADT | 500,000 | $4.4M | 0.35% |
| 72 | KLAVIYO INC | KVYO | 150,000 | $4.2M | 0.34% |
| 73 | ETORO GROUP LTD | ETOR | 100,000 | $4.1M | 0.34% |
| 74 | SYNOPSYS INC | SNPS | 7,817 | $3.9M | 0.31% |
| 75 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 40,000 | $3.7M | 0.30% |
| 76 | KODIAK GAS SVCS INC | 50012A108 | 100,000 | $3.7M | 0.30% |
| 77 | BBB FOODS INC | TBBB | 125,000 | $3.4M | 0.27% |
| 78 | CHIME FINL INC | 16935C109 | 150,000 | $3.0M | 0.25% |
| 79 | CARIS LIFE SCIENCES INC | CAI | 100,000 | $3.0M | 0.25% |
| 80 | ACCELERANT HOLDINGS | ARX | 200,000 | $3.0M | 0.24% |
| 81 | DLOCAL LTD | DLO | 200,000 | $2.9M | 0.23% |
| 82 | GUARDIAN PHARMACY SVCS INC | 40145W101 | 100,000 | $2.6M | 0.21% |
| 83 | STUBHUB HLDGS INC | STUB | 150,000 | $2.5M | 0.21% |
| 84 | MCGRAW HILL INC | MH | 199,750 | $2.5M | 0.20% |
| 85 | VIA TRANSN INC | 92556W104 | 50,000 | $2.4M | 0.20% |
| 86 | BLACK ROCK COFFEE BAR INC | BRCB | 100,000 | $2.4M | 0.19% |
| 87 | PATTERN GROUP INC | PTRN | 150,000 | $2.1M | 0.17% |
| 88 | BOWHEAD SPECIALTY HLDGS INC | BOW | 75,000 | $2.0M | 0.16% |
| 89 | CHENGHE ACQUISITION III CO | CHECW | 196,257 | $2.0M | 0.16% |
| 90 | KLARNA GROUP PLC | KLAR | 50,000 | $1.8M | 0.15% |
| 91 | HEARTFLOW INC | HTFL | 50,000 | $1.7M | 0.14% |
| 92 | AMBIQ MICRO INC | AMBQ | 50,000 | $1.5M | 0.12% |
| 93 | SIMMONS 1ST NATL CORP | 828730200 | 75,000 | $1.4M | 0.12% |
| 94 | TWFG INC | TWFG | 50,000 | $1.4M | 0.11% |
| 95 | GEMINI SPACE STA INC | GEMI | 50,000 | $1.2M | 0.10% |
| 96 | FLOWCO HLDGS INC | FLOC | 70,000 | $1.0M | 0.08% |
| 97 | MNTN INC | MNTN | 50,000 | $927,500 | 0.08% |
| 98 | INFINITY NAT RES INC | 456941103 | 50,000 | $655,500 | 0.05% |
| 99 | DIVERSIFIED ENERGY COMPANY P | DEC | 33,736 | $472,641 | 0.04% |