We are live on ! Find out more
SGM

Seven Grand Managers Portfolio holdings

AUM $2.48B
1-Year Est. Return 65.09%
This Fund
S&P 500
This Quarter Est. Return
+18.11%
1 Year Est. Return
+65.09%
3 Year Est. Return
+280.64%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.48B
AUM Growth
+$987M
Cap. Flow
+$863M
Cap. Flow %
34.74%
Top 10 Hldgs %
42.35%
Holding
249
New
82
Increased
19
Reduced
17
Closed
73

Top Buys

Rank Stock Value
1
SPCX
SpaceX
SPCX
+$301M
2
DLR icon
Digital Realty Trust
DLR
+$110M
3
NVDA icon
NVIDIA
NVDA
+$93.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$72M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$71.5M

Top Sells

Rank Stock Value
1
ECHO
EchoStar
ECHO
+$81.9M
2
TSLA icon
Tesla
TSLA
+$66.9M
3
LRCX icon
Lam Research
LRCX
+$56.4M
4
AMAT icon
Applied Materials
AMAT
+$51.3M
5
SNDK
Sandisk
SNDK
+$31.8M

Sector Composition

Rank Sector Weight
1 Industrials 34.7%
2 Healthcare 18.78%
3 Technology 12.11%
4 Communication Services 8.47%
5 Utilities 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LTM
226
LATAM Airlines Group S.A.
LTM
$15.1B
– –
-200,000
Closed -$9.89M
INVX
227
Innovex International
INVX
$2.1B
– –
-40,000
Closed -$976K
BKV
228
BKV Corp
BKV
$2.85B
– –
-200,000
Closed -$5.7M
CURB
229
Curbline Properties
CURB
$3.39B
– –
-50,000
Closed -$1.29M
FLOC
230
Flowco Holdings
FLOC
$928M
– –
-70,000
Closed -$1.44M
SNDK
231
Sandisk
SNDK
$255B
– –
-50,000
Closed -$31.8M
USAR
232
USA Rare Earth Inc
USAR
$4.31B
– –
-262,500
Closed -$3.97M
ETOR
233
eToro Group
ETOR
$2.58B
– –
-100,000
Closed -$3M
JCAP
234
Jefferson Capital
JCAP
$1.23B
– –
-70,000
Closed -$1.35M
NIQ
235
NIQ Global Intelligence PLC
NIQ
$5.42B
– –
-300,000
Closed -$3.41M
ARX
236
Accelerant Holdings
ARX
$4.32B
– –
-200,000
Closed -$2.67M
MH
237
McGraw Hill
MH
$2.55B
– –
-300,000
Closed -$4.11M
FIG
238
Figma
FIG
$12.9B
– –
-250,000
Closed -$5.29M
BLSH
239
Bullish
BLSH
$5.46B
– –
-150,000
Closed -$5.36M
KYIV
240
Kyivstar Group
KYIV
$3.26B
– –
-400,000
Closed -$4.05M
NTSK
241
Netskope Inc
NTSK
$5.7B
– –
-250,000
Closed -$2.12M
PXED
242
Phoenix Education Partners
PXED
$1.04B
– –
-50,000
Closed -$1.57M
BGSI
243
Boyd Group Services
BGSI
$2.52B
– –
-20,000
Closed -$2.56M
XZO
244
Exzeo Group
XZO
$1.49B
– –
-100,000
Closed -$1.47M
WLTH
245
Wealthfront Corp
WLTH
$1.43B
– –
-75,000
Closed -$694K
EIKN
246
Eikon Therapeutics
EIKN
$588M
– –
-80,000
Closed -$846K
APC
247
ARKO Petroleum
APC
$903M
– –
-50,000
Closed -$895K
MMED
248
MiniMed Group Inc
MMED
$6.55B
– –
-200,000
Closed -$2.98M
KPET.U
249
KPET Ultra Paceline Corp Units
KPET.U
– –
-200,000
Closed -$2M
6 7 8 9
10

Similar funds

SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Seven Grand Managers's Q2 2026 Portfolio in Review

As of Q2 2026, Seven Grand Managers held 249 positions worth $2.48B, up 66% from $1.5B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Seven Grand Managers deployed $863M of net new capital in Q2 2026, opening 82 new positions and adding to 19 existing holdings. Its largest new stake was SpaceX: 1,770,000 shares worth $302M.

By sector, the portfolio is most concentrated in Industrials at 35% of assets, up from 23% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Viper Energy, an estimated $25.4M trimmed.

  • Seven Grand Managers's largest Q2 2026 buy was SpaceX: 1,770,000 shares worth $302M.
  • Seven Grand Managers added most to Medline Inc in Q2 2026, an estimated $46.4M increase.
  • Seven Grand Managers's biggest Q2 2026 reduction was Viper Energy, cutting an estimated $25.4M.
  • Seven Grand Managers fully exited EchoStar in Q2 2026, selling an estimated $81.9M.
  • Seven Grand Managers's ten largest holdings make up 42% of its $2.48B portfolio in Q2 2026.
  • Seven Grand Managers opened 82 new positions and closed 73 in Q2 2026.
  • Seven Grand Managers's portfolio value rose 66% quarter-over-quarter to $2.48B.

Based on Seven Grand Managers's 13F filing for Q2 2026, filed 14 Aug 2026.