Investor
SEVEN GRAND MANAGERS, LLC
CIK 0001909126 · filed 2026-05-06 · SEC filing
13F book
$1.5B
Positions
167
77 new · 48 sold
Largest name
7.4%
Medline Inc. · MDLN
Est. mark
−$11.3M
Price effect on 90 names still held. Flow $194.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Medline Inc. | MDLN | 2.5M | $111.3M | 7.4% | $2.88M | Added$63M |
| L3harris Technologies Inc | — | 275K | $94.9M | 6.3% | — | New |
| Echostar Corp | ECHO | 700K | $81.9M | 5.5% | $1.67M | Added$60.2M |
| Tesla, Inc. | TSLA | 180K | $66.9M | 4.5% | −$3.9M | Added$44.4M |
| Diamondback Energy, Inc. | FANG | 300K | $59.3M | 4.0% | — | New |
| Lam Research Corp | LRCX | 264K | $56.4M | 3.8% | — | New |
| Applied Matls Inc | — | 150K | $51.3M | 3.4% | — | New |
| Itt Inc. | ITT | 250K | $47.6M | 3.2% | $4.26M | Held |
| Viper Energy, Inc. | VNOM | 800K | $37.6M | 2.5% | $1.67M | Added$29.9M |
| Legence Corp. | LGN | 600K | $33.9M | 2.3% | $8.05M | Held |
| Sandisk Corp | SNDK | 50K | $31.8M | 2.1% | $19.9M | Cut−$15.7M |
| Microsoft Corp | MSFT | 71K | $26.3M | 1.8% | −$8.05M | Cut−$37.1M |
| Nrg Energy, Inc. | NRG | 175K | $25.6M | 1.7% | — | New |
| Brightspring Health Svcs Inc | — | 600K | $25.6M | 1.7% | $1.55M | Added$14.3M |
| Galaxy Digital Inc. | GLXY | 1.25M | $23.1M | 1.5% | −$4.89M | Held |
| Miami Intl Hldgs Inc | — | 550K | $21.4M | 1.4% | −$2.18M | Added$3.65M |
| Nasdaq, Inc. | NDAQ | 250K | $21.2M | 1.4% | −$3.06M | Cut−$27.3M |
| UL Solutions Inc. | ULS | 200K | $17.1M | 1.1% | $1.37M | Cut−$14.4M |
| Vse Corp | — | 90K | $16.6M | 1.1% | $348.9K | Added$11.4M |
| StandardAero, Inc. | SARO | 637.5K | $16.5M | 1.1% | −$1.07M | Added$5.71M |
| Kodiak Gas Svcs Inc | — | 250K | $14.6M | 1.0% | $5.23M | Cut−$4.12M |
| Joby Aviation Inc | — | 1.75M | $14.5M | 1.0% | −$4.94M | Added$1.25M |
| Aerovironment Inc | AVAV | 75K | $13.7M | 0.9% | −$3.53M | Added−$784.6K |
| Andersen Group Inc. | ANDG | 500K | $13.6M | 0.9% | $635K | Held |
| Amer Sports, Inc. | AS | 400K | $13.2M | 0.9% | — | New |
| Restaurant Brands Intl Inc | — | 175K | $12.9M | 0.9% | $992.3K | Cut−$10.9M |
| Circle Internet Group, Inc. | CRCL | 125K | $11.9M | 0.8% | $2.01M | Held |
| Vista Energy S.A.B. De C.V. | — | 150K | $11.3M | 0.8% | — | New |
| Amkor Technology, Inc. | AMKR | 250K | $11.3M | 0.8% | — | New |
| GLOBALFOUNDRIES Inc. | GFS | 250K | $11.1M | 0.7% | — | New |
| Palantir Technologies Inc. | PLTR | 71K | $10.4M | 0.7% | −$2.23M | Held |
| V2X, Inc. | VVX | 150K | $10.3M | 0.7% | $1.4M | Added$4.82M |
| Wp Carey Inc | — | 150K | $10.2M | 0.7% | — | New |
| Latam Airlines Group Sa | — | 200K | $9.89M | 0.7% | −$457K | Added$4.49M |
| Nektar Therapeutics | NKTR | 125K | $8.99M | 0.6% | — | New |
| Forgent Power Solutions, Inc. | FPS | 300K | $8.78M | 0.6% | — | New |
| Bright Minds Biosciences Inc. | DRUG | 120K | $8.76M | 0.6% | −$253.5K | Added$4.85M |
| Apogee Therapeutics, Inc. | APGE | 100K | $8.42M | 0.6% | $434.5K | Added$4.64M |
| Dianthus Therapeutics Inc | — | 100K | $8.39M | 0.6% | — | New |
| Oreilly Automotive Inc | — | 90K | $8.31M | 0.6% | $99K | Held |
| AST SpaceMobile, Inc. | ASTS | 100K | $8.29M | 0.6% | $1.02M | Held |
| Whirlpool Corp | — | 150K | $8.09M | 0.5% | — | New |
| Archer Aviation Inc | — | 1.5M | $7.75M | 0.5% | −$3.52M | Cut−$14.8M |
| Essential Pptys Rlty Tr Inc | — | 250K | $7.59M | 0.5% | $140K | Added$1.66M |
| Guardian Pharmacy Svcs Inc | — | 200K | $7.53M | 0.5% | $757K | Added$4.52M |
| Palvella Therapeutics Inc Ne | — | 60K | $7.48M | 0.5% | — | New |
| Northern Oil & Gas, Inc. | NOG | 250K | $7.31M | 0.5% | — | New |
| Air Prods & Chems Inc | — | 25K | $7.26M | 0.5% | — | New |
| Waystar Hldg Corp | — | 300K | $7.23M | 0.5% | −$2.59M | Held |
| Kratos Defense & Sec Solutio | — | 100K | $7.05M | 0.5% | −$540K | Cut−$11.9M |
| Landbridge Company Llc | — | 100K | $6.91M | 0.5% | $2.01M | Held |
| Figure Technology Solutio | — | 200K | $6.79M | 0.5% | −$1.38M | Held |
| Waterbridge Infrastructure L | — | 250K | $6.7M | 0.4% | $1.69M | Held |
| SailPoint, Inc. | SAIL | 500K | $6.62M | 0.4% | −$3.5M | Held |
| Lineage, Inc. | LINE | 200K | $6.55M | 0.4% | −$448K | Held |
| MDA Space Ltd. | MDA | 250K | $6.33M | 0.4% | — | New |
| Paypay Corp | PAYP | 292K | $6.23M | 0.4% | — | New |
| Alliance Laundry Hldgs Inc | — | 300K | $6.22M | 0.4% | $117K | Held |
| EquipmentShare.com Inc | EQPT | 300K | $6.11M | 0.4% | — | New |
| Corebridge Finl Inc | — | 250K | $5.96M | 0.4% | −$1.58M | Cut−$9.12M |
| Voyager Technologies Inc | — | 250K | $5.85M | 0.4% | −$547.7K | Added$641.2K |
| Centuri Holdings, Inc. | CTRI | 200K | $5.84M | 0.4% | $792K | Cut−$4.26M |
| Loar Holdings Inc. | LOAR | 100K | $5.73M | 0.4% | −$1.07M | Held |
| Bkv Corp | BKV | 200K | $5.7M | 0.4% | $68.5K | Added$4.35M |
| Marex Group Ltd | MRX | 125K | $5.57M | 0.4% | $777.5K | Cut−$4.02M |
| Abivax Sa | — | 50K | $5.57M | 0.4% | — | New |
| Remitly Global, Inc. | RELY | 350K | $5.48M | 0.4% | — | New |
| Bullish | BLSH | 150K | $5.36M | 0.4% | −$321K | Held |
| Permian Resources Corp | PR | 250K | $5.33M | 0.4% | — | New |
| Figma, Inc. | FIG | 250K | $5.29M | 0.4% | −$4.06M | Held |
| Portland Gen Elec Co | — | 100K | $5.28M | 0.4% | — | New |
| Banc Of California Inc | — | 300K | $5.27M | 0.4% | — | New |
| Spyre Therapeutics, Inc. | SYRE | 100K | $5.04M | 0.3% | $1.77M | Held |
| Qxo Inc | — | 250K | $4.86M | 0.3% | — | New |
| Magnolia Oil & Gas Corp | MGY | 150K | $4.74M | 0.3% | — | New |
| Veradermics, Inc | MANE | 74.8K | $4.72M | 0.3% | — | New |
| Ingram Micro Hldg Corp | — | 200K | $4.66M | 0.3% | — | New |
| SOLV Energy, Inc. | MWH | 150K | $4.5M | 0.3% | — | New |
| BETA Technologies, Inc. | BETA | 298.6K | $4.39M | 0.3% | −$4.03M | Held |
| Xenon Pharmaceuticals Inc. | XENE | 75K | $4.36M | 0.3% | — | New |
| Firefly Aerospace Inc. | FLY | 150K | $4.27M | 0.3% | $915K | Held |
| Definium Therape | DFTX | 225K | $4.25M | 0.3% | — | New |
| McGraw Hill, Inc. | MH | 300K | $4.11M | 0.3% | −$840K | Held |
| Kyivstar Group Ltd | — | 400K | $4.05M | 0.3% | — | New |
| USA Rare Earth, Inc. | USAR | 262.5K | $3.97M | 0.3% | — | New |
| Select Water Solutions, Inc. | WTTR | 250K | $3.83M | 0.3% | — | New |
| Evommune, Inc. | EVMN | 164.7K | $3.79M | 0.3% | $440.2K | Added$2.5M |
| Guardant Health, Inc. | GH | 40K | $3.69M | 0.2% | −$390.8K | Held |
| Oge Energy Corp. | OGE | 75K | $3.6M | 0.2% | $394.5K | Cut−$2.81M |
| Ellington Financial Inc | — | 300K | $3.56M | 0.2% | — | New |
| Niq Global Intelligence Plc | NIQ | 300K | $3.41M | 0.2% | −$1.54M | Held |
| Redwire Corp | RDW | 400K | $3.4M | 0.2% | $180K | Added$1.88M |
| Metropolitan Bk Hldg Corp | — | 40K | $3.33M | 0.2% | — | New |
| York Space Systems Inc. | YSS | 150K | $3.33M | 0.2% | — | New |
| Adt Inc Del | — | 500K | $3.29M | 0.2% | −$750K | Held |
| Capricor Therapeutics, Inc. | CAPR | 100K | $3.04M | 0.2% | $154K | Held |
| eToro Group Ltd. | ETOR | 100K | $3M | 0.2% | −$510K | Held |
| MiniMed Group, Inc. | MMED | 200K | $2.98M | 0.2% | — | New |
| Chime Finl Inc | — | 150K | $2.81M | 0.2% | −$966K | Held |
| Accelerant Holdings | ARX | 200K | $2.67M | 0.2% | −$598K | Held |
| Alignment Healthcare, Inc. | ALHC | 150K | $2.64M | 0.2% | — | New |
| Boyd Group Services Inc. | BGSI | 20K | $2.56M | 0.2% | −$628.8K | Held |
| Kymera Therapeutics, Inc. | KYMR | 30K | $2.5M | 0.2% | $164.4K | Held |
| Axogen, Inc. | AXGN | 75K | $2.48M | 0.2% | — | New |
| Structure Therapeutics Inc. | GPCR | 50K | $2.41M | 0.2% | −$1.07M | Held |
| Central Bancompany, Inc. | CBC | 100K | $2.4M | 0.2% | −$17K | Held |
| Disc Medicine, Inc. | IRON | 35K | $2.24M | 0.1% | −$541.5K | Held |
| Relmada Therapeutics, Inc. | RLMD | 315.8K | $2.2M | 0.1% | — | New |
| Netskope Inc | NTSK | 250K | $2.12M | 0.1% | −$2.26M | Cut−$6.21M |
| Grupo Aeromexico Sab De Cv | — | 150K | $2.1M | 0.1% | −$1.19M | Held |
| Agomab Therapeutics Nv | AGMB | 200K | $2.1M | 0.1% | — | New |
| MapLight Therapeutics, Inc. | MPLT | 100K | $2.03M | 0.1% | $276.5K | Held |
| Sionna Therapeutics, Inc. | SION | 50K | $2M | 0.1% | −$52.5K | Held |
| Kpet Ultra Paceline Corp | — | 200K | $2M | 0.1% | — | New |
| Symbotic Inc. | SYM | 37.5K | $2M | 0.1% | −$236.2K | Cut−$2.47M |
| Kestra Med Technologies Ltd | — | 100K | $1.99M | 0.1% | −$659K | Held |
| BillionToOne, Inc. | BLLN | 25K | $1.97M | 0.1% | −$72.5K | Held |
| Zenas BioPharma, Inc. | ZBIO | 100K | $1.96M | 0.1% | — | New |
| Pattern Group Inc. | PTRN | 150K | $1.86M | 0.1% | $133.5K | Held |
| Anteris Technologies Global Corp. | AVR | 325K | $1.8M | 0.1% | — | New |
| Bobs Disc Furniture Inc | — | 150K | $1.76M | 0.1% | — | New |
| Kinetik Holdings Inc. | KNTK | 35K | $1.69M | 0.1% | — | New |
| Compass Pathways Plc | CMPS | 300K | $1.66M | 0.1% | — | New |
| Once Upon a Farm, PBC | OFRM | 100K | $1.64M | 0.1% | — | New |
| Erasca, Inc. | ERAS | 100K | $1.62M | 0.1% | — | New |
| LifeStance Health Group, Inc. | LFST | 250K | $1.59M | 0.1% | — | New |
| Getty Rlty Corp New | — | 50K | $1.59M | 0.1% | — | New |
| Phoenix Ed Partners Inc | — | 50K | $1.57M | 0.1% | $58K | Held |
| Pics Nv | — | 150K | $1.57M | 0.1% | — | New |
| Generate Biomedicines, Inc. | GENB | 125K | $1.56M | 0.1% | — | New |
| SM Energy Co | SM | 50K | $1.56M | 0.1% | — | New |
| Mdu Res Group Inc | — | 75K | $1.55M | 0.1% | $90K | Cut−$1.37M |
| CytomX Therapeutics, Inc. | CTMX | 325K | $1.53M | 0.1% | — | New |
| Exzeo Group, Inc. | XZO | 100K | $1.47M | 0.1% | −$958K | Cut−$2.17M |
| Flowco Hldgs Inc | — | 70K | $1.44M | 0.1% | $130.2K | Held |
| Ionq Inc | — | 50K | $1.44M | 0.1% | −$802K | Held |
| Nuscale Pwr Corp | — | 125K | $1.35M | 0.1% | −$416.3K | Held |
| Cogent Biosciences, Inc. | COGT | 35K | $1.35M | 0.1% | $103.9K | Held |
| Jefferson Capital Inc | — | 70K | $1.35M | 0.1% | — | New |
| Black Rock Coffee Bar, Inc. | BRCB | 100K | $1.29M | 0.1% | −$933K | Held |
| Curbline Pptys Corp | — | 50K | $1.29M | 0.1% | — | New |
| Bicara Therapeutics Inc. | BCAX | 62.5K | $1.24M | 0.1% | — | New |
| Gulfport Energy Corp | GPOR | 5K | $1.06M | 0.1% | — | New |
| Sab Biotherapeutics Inc | — | 275K | $1.05M | 0.1% | — | New |
| Uranium Energy Corp | UEC | 75K | $1.01M | 0.1% | $136.5K | Held |
| Innovex International, Inc. | INVX | 40K | $975.6K | 0.1% | — | New |
| Lumexa Imaging Holdings, Inc. | LMRI | 110K | $946K | 0.1% | −$1.09M | Cut−$11M |
| NETSTREIT Corp. | NTST | 50K | $941.5K | 0.1% | — | New |
| Arko Pete Corp | — | 50K | $894.5K | 0.1% | — | New |
| Infinity Nat Res Inc | — | 50K | $880.5K | 0.1% | $144K | Held |
| H2o America | HTO | 15K | $880K | 0.1% | — | New |
| BioAge Labs, Inc. | BIOA | 50K | $874.5K | 0.1% | — | New |
| Eikon Therapeutics, Inc. | EIKN | 80K | $846.4K | 0.1% | — | New |
| Bowhead Specialty Hldgs Inc | — | 37.5K | $841.1K | 0.1% | −$229.1K | Held |
| Monte Rosa Therapeutics, Inc. | GLUE | 45K | $740.3K | 0.0% | — | New |
| Corvus Pharmaceuticals, Inc. | CRVS | 50K | $731.5K | 0.0% | — | New |
| Agi Inc | AGBK | 100K | $727K | 0.0% | — | New |
| D-Wave Quantum Inc. | QBTS | 50K | $721.5K | 0.0% | −$586K | Held |
| Propetro Hldg Corp | — | 50K | $720.5K | 0.0% | — | New |
| Rigetti Computing Inc | — | 50K | $702K | 0.0% | −$405.5K | Held |
| Wealthfront Corp | WLTH | 75K | $693.8K | 0.0% | −$325.5K | Cut−$1.34M |
| Ethos Technologies Inc. | LIFE | 60K | $670.2K | 0.0% | — | New |
| Dyne Therapeutics, Inc. | DYN | 35K | $634.5K | 0.0% | −$50K | Held |
| Larimar Therapeutics, Inc. | LRMR | 125K | $562.5K | 0.0% | — | New |
| Arrowhead Pharmaceuticals In | — | 7.5K | $470.3K | 0.0% | — | New |
| Aktis Oncology, Inc. | AKTS | 25K | $447.3K | 0.0% | — | New |
| Telecom Argentina Sa | — | 35K | $409.1K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.