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
CRBG icon
51
Corebridge Financial
CRBG
$15.4B
$11.5M 0.46%
400,000
+150,000
+60% +$4.06M
KRMN
52
Karman Holdings
KRMN
$5.3B
$11.2M 0.45%
+225,000
New +$14.5M
VNOM icon
53
Viper Energy
VNOM
$15.9B
$10.6M 0.43%
250,000
-550,000
-69% -$25.4M
DFTX
54
Definium Therapeutics
DFTX
$5.12B
$10.6M 0.43%
225,000
– –
ORKA
55
Oruka Therapeutics
ORKA
$6.13B
$10.5M 0.42%
+110,000
New +$7.33M
MDA
56
MDA Space Ltd
MDA
$4.78B
$10.3M 0.42%
250,000
– –
MGEE icon
57
MGE Energy Inc
MGEE
$2.92B
$10.2M 0.41%
+125,000
New +$9.69M
TH icon
58
Target Hospitality
TH
$1.94B
$10.2M 0.41%
+500,000
New +$8.36M
DNTH icon
59
Dianthus Therapeutics
DNTH
$6.05B
$9.75M 0.39%
100,000
– –
BXDC
60
Blackstone Digital Infrastructure Trust
BXDC
$2.05B
$9.19M 0.37%
+425,000
New +$9.23M
XE
61
X-Energy Inc
XE
$5.09B
$9.18M 0.37%
+500,000
New +$12.9M
PVLA
62
Palvella Therapeutics
PVLA
$2.27B
$9.17M 0.37%
60,000
– –
WBI
63
WaterBridge Infrastructure LLC
WBI
$1.79B
$8.57M 0.34%
250,000
– –
DRUG
64
Bright Minds Biosciences
DRUG
$639M
$8.42M 0.34%
120,000
– –
GRDN
65
Guardian Pharmacy Services
GRDN
$2.58B
$8.37M 0.34%
200,000
– –
PLTR icon
66
Palantir
PLTR
$419B
$8.28M 0.33%
71,000
– –
VOYG
67
Voyager Technologies
VOYG
$2.07B
$8.06M 0.32%
250,000
– –
LOAR icon
68
Loar Holdings
LOAR
$6.36B
$8.06M 0.32%
100,000
– –
ALH
69
Alliance Laundry Holdings
ALH
$4.52B
$7.96M 0.32%
300,000
– –
FLNC icon
70
Fluence Energy
FLNC
$1.48B
$7.95M 0.32%
+400,000
New +$7.44M
LB
71
LandBridge Co
LB
$2.46B
$7.92M 0.32%
100,000
– –
DPC
72
DPC Holdings PLC
DPC
$6.7B
$7.85M 0.32%
+160,000
New +$7.79M
RVMD icon
73
Revolution Medicines
RVMD
$45B
$7.49M 0.3%
+40,000
New +$5.84M
FLY
74
Firefly Aerospace
FLY
$3.63B
$7.35M 0.3%
250,000
+100,000
+67% +$3.74M
EROC
75
ERock Inc
EROC
$594M
$7.25M 0.29%
+500,000
New +$7.96M
1 2
3
4 5

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.