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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
CMPS
101
Compass Pathways
CMPS
$1.84B
$4.25M 0.17%
300,000
– –
ALMR
102
Alamar Biosciences
ALMR
$2.14B
$4.06M 0.16%
+150,000
New +$3.39M
PCT icon
103
PureCycle Technologies
PCT
$1.28B
$4.05M 0.16%
+500,000
New +$4.48M
KLRA
104
Kailera Therapeutics
KLRA
$2.1B
$3.86M 0.16%
+175,000
New +$3.85M
GOOGM
105
Alphabet Inc Depositary Shares Series A Preferred Stock
GOOGM
$3.82M 0.15%
+75,000
New +$3.77M
PTRN
106
Pattern Group Inc
PTRN
$3.58B
$3.78M 0.15%
150,000
– –
GOOGN
107
Alphabet Inc Depositary Shares Series B Preferred Stock
GOOGN
$3.77M 0.15%
+75,000
New +$3.76M
SAIL
108
SailPoint Inc
SAIL
$10.7B
$3.66M 0.15%
250,000
-250,000
-50% -$3.41M
OGE icon
109
OGE Energy
OGE
$9.69B
$3.65M 0.15%
75,000
– –
LFTO
110
Liftoff Mobile
LFTO
$3.17B
$3.6M 0.15%
+150,000
New +$3.89M
MPLT
111
MapLight Therapeutics
MPLT
$639M
$3.58M 0.14%
100,000
– –
LCLN
112
Lincoln International
LCLN
$947M
$3.58M 0.14%
+150,000
New +$3.54M
ELVN icon
113
Enliven Therapeutics
ELVN
$4.35B
$3.55M 0.14%
+70,000
New +$2.97M
ACHR icon
114
Archer Aviation
ACHR
$4.4B
$3.55M 0.14%
750,000
-750,000
-50% -$4.36M
KYMR icon
115
Kymera Therapeutics
KYMR
$9.76B
$3.44M 0.14%
30,000
– –
EROK
116
EagleRock Land
EROK
$681M
$3.19M 0.13%
+150,000
New +$3.24M
CHYM
117
Chime Financial
CHYM
$12.8B
$3.07M 0.12%
150,000
– –
YSWY
118
Yesway Inc
YSWY
$773M
$3.04M 0.12%
+150,000
New +$3.48M
CBC
119
Central Bancompany Inc
CBC
$7.82B
$3.04M 0.12%
100,000
– –
BLLN
120
BillionToOne Inc
BLLN
$4.69B
$3M 0.12%
25,000
– –
WHR icon
121
Whirlpool
WHR
$2.56B
$2.96M 0.12%
75,000
-75,000
-50% -$3.51M
NHP
122
National Healthcare Properties
NHP
$1.18B
$2.93M 0.12%
+200,000
New +$2.8M
AEVA
123
Aeva Technologies
AEVA
$1.09B
$2.87M 0.12%
+100,000
New +$1.97M
HMH
124
HMH Holding Inc
HMH
$235M
$2.81M 0.11%
+150,000
New +$3.07M
TRVI icon
125
Trevi Therapeutics
TRVI
$2.46B
$2.8M 0.11%
+150,000
New +$2.18M
3 4
5
6 7

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SG
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KWA
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VCM
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ROIC
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SQA
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BHIA
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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.