SEVEN GRAND MANAGERS, LLC

BRONXVILLE, NY · CIK 1909126 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$1.2bn
Staff11 · 9 in investment roles
Main clients (by assets)Private funds 83%, Mutual funds and ETFs 17%
Private funds2 (1 hedge) · $10.2m gross assets
Websitesevengrand.io
Form ADV · 2026-03-30SEC adviser record

Legal entitySEVEN GRAND MANAGERS, LLC (US)

Kindhedge funds, private equity
Others nearbyBronxville, NY

As an employer

Offices in1 country
Private fundsprivate equity 1, hedge 1

US visa salary filings

Filings FY20251
Median salary offered$175,000
Middle half$175,000 – $175,000
Job titles1

Job title	Filings	Median	Range
Research AnalystBroxnville, NY	1	$175,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Seven Grand Managers, LLC.

$2.5bn reported value +66.0% vs Q1 2026

176positions

42.3%in top 10

82 new 19 added 17 reduced 73 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,770,000	$302.4m12.18%	12.18%	New
2	MEDLINE INC COM CL A MDLN	MDLN	3,651,044	$144.0m5.80%	5.80%	Added +1.2m	+1,151,044 46.0%
3	DIGITAL RLTY TR INC COM DLR	DLR	572,000	$102.7m4.14%	4.14%	New
4	NVIDIA CORPORATION COM NVDA	NVDA	456,000	$91.2m3.67%	3.67%	New
5	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	300,000	$87.2m3.51%	3.51%	Added +25.0k	+25,000 9.1%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	200,000	$71.5m2.88%	2.88%	New
7	ALPHABET INC CAP STK CL C GOOG	GOOG	200,000	$70.7m2.85%	2.85%	New
8	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	1,000,000	$69.7m2.81%	2.81%	Added +400.0k	+400,000 66.7%
9	BAIDU INC SPON ADR REP A BIDU	BIDU	500,000	$57.1m2.30%	2.30%	New
10	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	250,000	$55.2m2.22%	2.22%	New
11	AMERICAN ELEC PWR CO INC COM AEP	AEP	400,000	$54.7m2.20%	2.20%	New
12	DIAMONDBACK ENERGY INC COM FANG	FANG	300,000	$52.7m2.12%	2.12%	Unchanged
13	LEGENCE CORP CL A LGN	LGN	600,000	$51.1m2.06%	2.06%	Unchanged
14	ENTERGY CORP NEW COM ETR	ETR	400,000	$45.9m1.85%	1.85%	New
15	INNIO NV ORDINARY SHARES INIO	INIO	1,050,000	$41.5m1.67%	1.67%	New
16	KRATOS DEFENSE & SEC SOLUTIO COM NEW KTOS	KTOS	750,000	$37.4m1.51%	1.51%	Added +650.0k	+650,000 650.0%
17	GALAXY DIGITAL INC. CL A GLXY	GLXY	1,250,000	$34.2m1.38%	1.38%	Unchanged
18	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	550,000	$30.7m1.24%	1.24%	Added +250.0k	+250,000 83.3%
19	LIFE TIME GROUP HOLDINGS INC COMMON STOCK LTH	LTH	750,000	$30.6m1.23%	1.23%	New
20	MADISON AIR SOLUTIONS CORP COM SHS CL A MAIR	MAIR	700,000	$27.3m1.10%	1.10%	New
21	KODIAK GAS SVCS INC COM KGS	KGS	350,000	$26.3m1.06%	1.06%	Added +100.0k	+100,000 40.0%
22	ITT INC COM ITT	ITT	125,000	$24.7m1.00%	1.00%	Reduced -125.0k	-125,000 -50.0%
23	ARXIS INC CL A COM ARXS	ARXS	500,000	$23.1m0.93%	0.93%	New
24	GLOBALFOUNDRIES INC ORDINARY SHARES GFS	GFS	250,000	$20.6m0.83%	0.83%	Unchanged
25	VSE CORP COM VSEC	VSEC	90,000	$20.6m0.83%	0.83%	Unchanged
26	FERVO ENERGY CO CL A COM FRVO	FRVO	700,000	$20.5m0.82%	0.82%	New
27	MIAMI INTL HLDGS INC COM MIAX	MIAX	550,000	$20.4m0.82%	0.82%	Unchanged
28	SPYRE THERAPEUTICS INC COM NEW SYRE	SYRE	225,000	$20.0m0.80%	0.80%	Added +125.0k	+125,000 125.0%
29	NASDAQ INC COM NDAQ	NDAQ	250,000	$19.7m0.79%	0.79%	Unchanged
30	ANDERSEN GROUP INC CL A ANDG	ANDG	500,000	$18.9m0.76%	0.76%	Unchanged
31	TERAWULF INC COM WULF	WULF	750,000	$18.5m0.75%	0.75%	New
32	NEKTAR THERAPEUTICS COM NEW NKTR	NKTR	240,000	$16.8m0.67%	0.67%	Added +115.0k	+115,000 92.0%
33	QUANTINUUM INC CL A COM QNT	QNT	200,000	$16.3m0.66%	0.66%	New
34	VERADERMICS INC COMMON STOCK MANE	MANE	125,000	$15.4m0.62%	0.62%	Added +50.2k	+50,250 67.2%
35	UL SOLUTIONS INC CLASS A COM SHS ULS	ULS	150,000	$15.3m0.62%	0.62%	Reduced -50.0k	-50,000 -25.0%
36	STANDARDAERO INC COM SARO	SARO	500,000	$15.0m0.60%	0.60%	Reduced -137.5k	-137,500 -21.6%
37	V2X INC COM VVX	VVX	200,000	$14.9m0.60%	0.60%	Added +50.0k	+50,000 33.3%
38	SUPER MICRO COMPUTER INC COM NEW SMCI	SMCI	500,000	$14.7m0.59%	0.59%	New
39	NRG ENERGY INC COM NEW NRG	NRG	100,000	$14.6m0.59%	0.59%	Reduced -75.0k	-75,000 -42.9%
40	SOLV ENERGY INC COM SHS CL A MWH	MWH	400,000	$13.6m0.55%	0.55%	Added +250.0k	+250,000 166.7%
41	AMER SPORTS INC COM SHS AS	AS	400,000	$13.5m0.54%	0.54%	Unchanged
42	VISHAY INTERTECHNOLOGY INC COM VSH	VSH	248,000	$13.3m0.54%	0.54%	New
43	APOGEE THERAPEUTICS INC COM COM		100,000	$13.3m0.53%	0.53%	Unchanged
44	AMKOR TECHNOLOGY INC COM AMKR	AMKR	150,000	$12.9m0.52%	0.52%	Reduced -100.0k	-100,000 -40.0%
45	INGRAM MICRO HLDG CORP COM INGM	INGM	450,000	$12.3m0.50%	0.50%	Added +250.0k	+250,000 125.0%
46	XOMETRY INC CLASS A COM XMTR	XMTR	125,000	$12.1m0.49%	0.49%	New
47	ABIVAX SA SPONSORED ADS ABVX	ABVX	90,000	$12.0m0.48%	0.48%	Added +40.0k	+40,000 80.0%
48	VIAVI SOLUTIONS INC COM VIAV	VIAV	250,000	$11.9m0.48%	0.48%	New
49	MICROSOFT CORP COM MSFT	MSFT	32,000	$11.9m0.48%	0.48%	Reduced -39.0k	-39,000 -54.9%
50	COMFORT SYS USA INC COM FIX	FIX	6,000	$11.9m0.48%	0.48%	New
51	COREBRIDGE FINL INC COM CRBG	CRBG	400,000	$11.5m0.46%	0.46%	Added +150.0k	+150,000 60.0%
52	KARMAN HLDGS INC COMMON STOCK KRMN	KRMN	225,000	$11.2m0.45%	0.45%	New
53	VIPER ENERGY INC CL A VNOM	VNOM	250,000	$10.6m0.43%	0.43%	Reduced -550.0k	-550,000 -68.8%
54	DEFINIUM THERAPEUTICS INC COM SHS DFTX	DFTX	225,000	$10.6m0.43%	0.43%	Unchanged
55	ORUKA THERAPEUTICS INC COM ORKA	ORKA	110,000	$10.5m0.42%	0.42%	New
56	MDA SPACE LTD COM MDA	MDA	250,000	$10.3m0.42%	0.42%	Unchanged
57	MGE ENERGY INC COM MGEE	MGEE	125,000	$10.2m0.41%	0.41%	New
58	TARGET HOSPITALITY CORP COM TH	TH	500,000	$10.2m0.41%	0.41%	New
59	DIANTHUS THERAPEUTICS INC COM DNTH	DNTH	100,000	$9.7m0.39%	0.39%	Unchanged
60	BLACKSTONE DIGITAL INFRASTRU COMMON STOCK BXDC	BXDC	425,000	$9.2m0.37%	0.37%	New
61	X-ENERGY INC COM CL A XE	XE	500,000	$9.2m0.37%	0.37%	New
62	PALVELLA THERAPEUTICS INC NE COM PVLA	PVLA	60,000	$9.2m0.37%	0.37%	Unchanged
63	WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG WBI	WBI	250,000	$8.6m0.34%	0.34%	Unchanged
64	BRIGHT MINDS BIOSCIENCES INC COM NEW DRUG	DRUG	120,000	$8.4m0.34%	0.34%	Unchanged
65	GUARDIAN PHARMACY SVCS INC CL A GRDN	GRDN	200,000	$8.4m0.34%	0.34%	Unchanged
66	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	71,000	$8.3m0.33%	0.33%	Unchanged
67	VOYAGER TECHNOLOGIES INC COM CL A VOYG	VOYG	250,000	$8.1m0.32%	0.32%	Unchanged
68	LOAR HOLDINGS INC COM SHS LOAR	LOAR	100,000	$8.1m0.32%	0.32%	Unchanged
69	ALLIANCE LAUNDRY HLDGS INC COM ALH	ALH	300,000	$8.0m0.32%	0.32%	Unchanged
70	FLUENCE ENERGY INC COM CL A FLNC	FLNC	400,000	$8.0m0.32%	0.32%	New
71	LANDBRIDGE COMPANY LLC CL A LB	LB	100,000	$7.9m0.32%	0.32%	Unchanged
72	DPC HOLDINGS PLC ORDINARY SHARES DPC	DPC	160,000	$7.8m0.32%	0.32%	New
73	REVOLUTION MEDICINES INC COM RVMD	RVMD	40,000	$7.5m0.30%	0.30%	New
74	FIREFLY AEROSPACE INC COM FLY	FLY	250,000	$7.3m0.30%	0.30%	Added +100.0k	+100,000 66.7%
75	EROCK INC CL A COM EROC	EROC	500,000	$7.2m0.29%	0.29%	New
76	CYTOKINETICS INC COM NEW CYTK	CYTK	85,000	$7.2m0.29%	0.29%	New
77	JANUS LIVING INC CL A-1 JAN	JAN	250,000	$7.2m0.29%	0.29%	New
78	GMR SOLUTIONS INC COM CL A GMRS	GMRS	450,000	$7.0m0.28%	0.28%	New
79	APPLIED AEROSPACE & DEFENSE COMMON STOCK AADX	AADX	300,000	$6.8m0.28%	0.28%	New
80	JOBY AVIATION INC COMMON STOCK JOBY	JOBY	750,000	$6.7m0.27%	0.27%	Reduced -1.0m	-1,000,000 -57.1%
81	BEL FUSE INC CL B BELFB	BELFB	20,000	$6.7m0.27%	0.27%	New
82	ADT INC DEL COM ADT	ADT	1,000,000	$6.5m0.26%	0.26%	Added +500.0k	+500,000 100.0%
83	NEPTUNE INS HLDGS INC CL A NP	NP	200,000	$6.3m0.25%	0.25%	New
84	AEVEX CORP COM CL A AVEX	AVEX	300,000	$6.3m0.25%	0.25%	New
85	BBB FOODS INC CL A COM TBBB	TBBB	150,000	$6.3m0.25%	0.25%	New
86	SYMBOTIC INC CLASS A COM SYM	SYM	137,500	$6.2m0.25%	0.25%	Added +100.0k	+100,000 266.7%
87	FIGURE TECHNOLOGY SOLUTIO COM CL A FIGR	FIGR	200,000	$6.1m0.25%	0.25%	Unchanged
88	CIRCLE INTERNET GROUP INC COM CL A CRCL	CRCL	96,875	$6.1m0.24%	0.24%	Reduced -28.1k	-28,125 -22.5%
89	EQUIPMENTSHARE COM INC COM CL A EQPT	EQPT	300,000	$5.9m0.24%	0.24%	Unchanged
90	PDF SOLUTIONS INC COM PDFS	PDFS	75,000	$5.3m0.21%	0.21%	New
91	HAWKEYE 360 INC COM SHS HAWK	HAWK	250,000	$5.1m0.20%	0.20%	New
92	BETA TECHNOLOGIES INC COM SHS CL A BETA	BETA	300,000	$5.0m0.20%	0.20%	Added +1.4k	+1,443 0.5%
93	ARES ACQUISITION CORP III UNIT 99/99/9999 AAC.U	AAC.U	500,000	$5.0m0.20%	0.20%	New
94	SELECT WATER SOLUTIONS INC CL A COM WTTR	WTTR	250,000	$5.0m0.20%	0.20%	Unchanged
95	REDWIRE CORPORATION COM RDW	RDW	400,000	$4.9m0.20%	0.20%	Unchanged
96	SEAPORT THERAPEUTICS INC COMMON STOCK SPTX	SPTX	225,000	$4.9m0.20%	0.20%	New
97	KARDIGAN INC COM KARD	KARD	200,000	$4.8m0.19%	0.19%	New
98	TANGO THERAPEUTICS INC COM TNGX	TNGX	150,000	$4.7m0.19%	0.19%	New
99	XENON PHARMACEUTICALS INC COM XENE	XENE	75,000	$4.5m0.18%	0.18%	Unchanged
100	PAYPAY CORP SPONSORED ADS PAYP	PAYP	300,000	$4.3m0.17%	0.17%	Added +8.0k	+8,000 2.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ECHOSTAR CORP ECHO	ECHO	700,000	$81.9m700.0k shares
TESLA INC TSLA	TSLA	180,000	$66.9m180.0k shares
LAM RESEARCH CORP LRCX	LRCX	264,000	$56.4m264.0k shares
APPLIED MATLS INC AMAT	AMAT	150,000	$51.3m150.0k shares
SANDISK CORP SNDK	SNDK	50,000	$31.8m50.0k shares
AEROVIRONMENT INC AVAV	AVAV	75,000	$13.7m75.0k shares
RESTAURANT BRANDS INTL INC QSR	QSR	175,000	$12.9m175.0k shares
VISTA ENERGY S.A.B. DE C.V. VIST	VIST	150,000	$11.3m150.0k shares
WP CAREY INC WPC	WPC	150,000	$10.2m150.0k shares
LATAM AIRLINES GROUP SA LTM	LTM	200,000	$9.9m200.0k shares
OREILLY AUTOMOTIVE INC ORLY	ORLY	90,000	$8.3m90.0k shares
AST SPACEMOBILE INC ASTS	ASTS	100,000	$8.3m100.0k shares
ESSENTIAL PPTYS RLTY TR INC EPRT	EPRT	250,000	$7.6m250.0k shares
NORTHERN OIL & GAS INC NOG	NOG	250,000	$7.3m250.0k shares
AIR PRODS & CHEMS INC APD	APD	25,000	$7.3m25.0k shares
WAYSTAR HLDG CORP WAY	WAY	300,000	$7.2m300.0k shares
LINEAGE INC LINE	LINE	200,000	$6.6m200.0k shares
CENTURI HOLDINGS INC CTRI	CTRI	200,000	$5.8m200.0k shares
BKV CORP BKV	BKV	200,000	$5.7m200.0k shares
MAREX GROUP PLC 96665EUR	96665EUR	125,000	$5.6m125.0k shares
REMITLY GLOBAL INC RELY	RELY	350,000	$5.5m350.0k shares
BULLISH BLSH	BLSH	150,000	$5.4m150.0k shares
PERMIAN RESOURCES CORP PR	PR	250,000	$5.3m250.0k shares
FIGMA INC FIG	FIG	250,000	$5.3m250.0k shares
PORTLAND GEN ELEC CO POR	POR	100,000	$5.3m100.0k shares