Q2 2026 13F · SEC CIK 1909126

Seven Grand Managers, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.5B
Reported positions: 176
Top holdings a year, 3 yrs: +34.7%
Assets under management: $1.2B

Seven Grand Managers, LLC is a hedge fund that reported 176 positions worth $2.5B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Space Exploration Techn Corp (SPCX, 12.2%), Medline Inc (MDLN, 5.8%), Digital Rlty Tr Inc (DLR, 4.1%). A portfolio copying its top holdings returned 34.7% a year over the last 3 years, against 20.4% for the S&P 500.

Seven Grand Managers, LLC holdings largest 50 of 176 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Seven Grand Managers, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPCXSpace Exploration Techn Corp	12.2%	—	1,770,000	—	$302.4M
MDLNMedline Inc	5.8%	7.4%	3,651,044	+46.0%	$144.0M
DLRDigital Rlty Tr Inc	4.1%	—	572,000	—	$102.7M
NVDANvidia Corporation	3.7%	—	456,000	—	$91.2M
LHXL3harris Technologies Inc	3.5%	6.3%	300,000	+9.1%	$87.2M
GOOGLAlphabet Inc	2.9%	—	200,000	—	$71.5M
GOOGAlphabet Inc	2.8%	—	200,000	—	$70.7M
BTSGBrightspring Health Services I	2.8%	1.7%	1,000,000	+66.7%	$69.7M
BIDUBaidu Inc	2.3%	—	500,000	—	$57.1M
CBRSCerebras Systems Inc	2.2%	—	250,000	—	$55.3M
AEPAmerican Elec Pwr Co Inc	2.2%	—	400,000	—	$54.7M
FANGDiamondback Energy Inc	2.1%	4.0%	300,000	+0.0%	$52.7M
LGNLegence Corp	2.1%	2.3%	600,000	+0.0%	$51.1M
ETREntergy Corp New	1.9%	—	400,000	—	$45.9M
INIOInnio NV	1.7%	—	1,050,000	—	$41.5M
KTOSKratos Defense & Security Solutions Inc	1.5%	0.5%	750,000	+650.0%	$37.4M
GLXYGalaxy Digital Inc.	1.4%	1.5%	1,250,000	+0.0%	$34.2M
FPSForgent Power Solutions Inc	1.2%	0.6%	550,000	+83.3%	$30.7M
LTHLife Time Group Holdings Inc	1.2%	—	750,000	—	$30.6M
55658T105Madison Air Solutions Corp	1.1%	—	700,000	—	$27.3M
KGSKodiak Gas Svcs Inc	1.1%	1.0%	350,000	+40.0%	$26.3M
ITTItt	1.0%	3.2%	125,000	-50.0%	$24.7M
ARXSArxis Inc	0.9%	—	500,000	—	$23.1M
GFSGlobalfoundries Inc	0.8%	0.7%	250,000	+0.0%	$20.6M
VSECVse Corp	0.8%	1.1%	90,000	+0.0%	$20.6M
FRVOFervo Energy Co	0.8%	—	700,000	—	$20.5M
MIAXMiami Intl Hldgs Inc	0.8%	1.4%	550,000	+0.0%	$20.4M
SYRESpyre Therapeutics	0.8%	—	225,000	—	$20.0M
NDAQNasdaq Inc	0.8%	1.4%	250,000	+0.0%	$19.7M
ANDGAndersen Group Inc	0.8%	0.9%	500,000	+0.0%	$18.9M
WULFTerawulf Inc	0.7%	—	750,000	—	$18.5M
NKTRNektar Therapeutics	0.7%	0.6%	240,000	+92.0%	$16.8M
QNTQuantinuum Inc	0.7%	—	200,000	—	$16.3M
MANEVeradermics Inc	0.6%	—	125,000	—	$15.4M
ULSUl Solutions Inc	0.6%	1.1%	150,000	-25.0%	$15.3M
SAROStandardaero Inc	0.6%	1.1%	500,000	-21.6%	$15.0M
VVXV2X Inc	0.6%	0.7%	200,000	+33.3%	$14.9M
SMCISuper Micro Computer Inc	0.6%	—	500,000	—	$14.7M
NRGNrg Energy Inc	0.6%	1.7%	100,000	-42.9%	$14.6M
MWHSolv Energy Inc	0.5%	—	400,000	—	$13.6M
ASAmer Sports Inc	0.5%	0.9%	400,000	+0.0%	$13.5M
VSHVishay Intertechnology Inc	0.5%	—	248,000	—	$13.3M
APGEApogee Therapeutics Inc	0.5%	0.6%	100,000	+0.0%	$13.3M
AMKRAmkor Technology Inc	0.5%	0.8%	150,000	-40.0%	$12.9M
INGMIngram Micro Hldg Corp	0.5%	—	450,000	—	$12.3M
XMTRXometry, Inc.	0.5%	—	125,000	—	$12.1M
ABVXAbivax SA	0.5%	—	90,000	—	$12.0M
VIAVViavi Solutions Inc	0.5%	—	250,000	—	$11.9M
MSFTMicrosoft Corp	0.5%	1.8%	32,000	-54.9%	$11.9M
FIXComfort Sys USA Inc	0.5%	—	6,000	—	$11.9M

What Seven Grand Managers, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KTOS Kratos Defense & Security Solutions Inc+650.0% shares
NKTR Nektar Therapeutics+92.0% shares
FPS Forgent Power Solutions Inc+83.3% shares
BTSG Brightspring Health Services I+66.7% shares
MDLN Medline Inc+46.0% shares
KGS Kodiak Gas Svcs Inc+40.0% shares
VVX V2X Inc+33.3% shares
LHX L3harris Technologies Inc+9.1% shares

Reduced

MSFT Microsoft Corp-54.9% shares
ITT Itt-50.0% shares
NRG Nrg Energy Inc-42.9% shares
AMKR Amkor Technology Inc-40.0% shares
ULS Ul Solutions Inc-25.0% shares
SARO Standardaero Inc-21.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +29.9% /yr; S&P 500 +20.1%
3 years: +34.7% /yr; S&P 500 +20.4%
5 years: +22.8% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.5B	176
Q1 2026	$1.5B	167
Q4 2025	$1.3B	138
Q3 2025	$1.2B	99
Q2 2025	$833.8M	62
Q1 2025	$428.3M	41
Q4 2024	$218.5M	37
Q3 2024	$448.9M	65
Q2 2024	$221.4M	50
Q1 2024	$204.2M	44
Q4 2023	$104.7M	33
Q3 2023	$74.7M	27

Questions about Seven Grand Managers, LLC's portfolio

What stocks does Seven Grand Managers, LLC own?

Seven Grand Managers, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 176 positions worth $2.5B. The largest are Space Exploration Techn Corp (SPCX) at 12.2%, Medline Inc (MDLN) at 5.8%, Digital Rlty Tr Inc (DLR) at 4.1%, Nvidia Corporation (NVDA) at 3.7% and L3harris Technologies Inc (LHX) at 3.5%.

What did Seven Grand Managers, LLC buy last quarter?

In Q2 2026, Seven Grand Managers, LLC added Kratos Defense & Security Solutions Inc (KTOS) (+650.0% shares), Nektar Therapeutics (NKTR) (+92.0% shares) and Forgent Power Solutions Inc (FPS) (+83.3% shares), compared with its Q1 2026 filing.

What did Seven Grand Managers, LLC sell last quarter?

In Q2 2026, Seven Grand Managers, LLC cut from its top 50 EchoStar Corp (ECHO), cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Lam Research Corp (LRCX), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Viper Energy Inc (VNOM), Microsoft Corp (MSFT) (-54.9% shares), Itt (ITT) (-50.0% shares) and Nrg Energy Inc (NRG) (-42.9% shares), compared with its Q1 2026 filing.

How has Seven Grand Managers, LLC's portfolio performed?

A portfolio copying Seven Grand Managers, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +34.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.9% against +20.1%. Over 5 years: +22.8% a year against +13.0%.

When is Seven Grand Managers, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Seven Grand Managers, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Seven Grand Managers, LLC manage?

Seven Grand Managers, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.5B.