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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
WHK
126
WhiteHawk Minerals Corp
WHK
$662M
$2.78M 0.11%
+100,000
New +$2.71M
AERO
127
Grupo Aeromexico SAB de CV
AERO
$2.3B
$2.7M 0.11%
150,000
– –
GPCR icon
128
Structure Therapeutics
GPCR
$3.38B
$2.68M 0.11%
50,000
– –
IMMX icon
129
Immix Biopharma
IMMX
$990M
$2.63M 0.11%
+255,000
New +$2.37M
IRON icon
130
Disc Medicine
IRON
$3.04B
$2.56M 0.1%
35,000
– –
KMTS
131
Kestra Medical Technologies
KMTS
$1.5B
$2.54M 0.1%
100,000
– –
ZBIO
132
Zenas BioPharma
ZBIO
$2.14B
$2.54M 0.1%
100,000
– –
AVLN
133
Avalyn Pharma
AVLN
$1.66B
$2.47M 0.1%
+75,000
New +$2.16M
CRGY icon
134
Crescent Energy
CRGY
$4.55B
$2.46M 0.1%
+250,000
New +$3.06M
BOBS
135
Bobs Discount Furniture
BOBS
$2.31B
$2.37M 0.1%
150,000
– –
TTI icon
136
TETRA Technologies
TTI
$1.02B
$2.27M 0.09%
+200,000
New +$1.96M
JBIO
137
Jade Biosciences
JBIO
$1.27B
$2.22M 0.09%
+100,000
New +$2.09M
SION
138
Sionna Therapeutics
SION
$325M
$2.2M 0.09%
50,000
– –
RLMD icon
139
Relmada Therapeutics
RLMD
$473M
$2.19M 0.09%
315,788
– –
GENB
140
Generate Biomedicines
GENB
$2.1B
$2.11M 0.08%
125,000
– –
OFRM
141
Once Upon a Farm PBC
OFRM
$733M
$2.05M 0.08%
100,000
– –
IDYA icon
142
IDEAYA Biosciences
IDYA
$3.85B
$1.86M 0.08%
+50,000
New +$1.53M
CLDX icon
143
Celldex Therapeutics
CLDX
$3.12B
$1.86M 0.07%
+50,000
New +$1.61M
BCAX
144
Bicara Therapeutics
BCAX
$1.53B
$1.86M 0.07%
62,500
– –
ERAS icon
145
Erasca
ERAS
$5.66B
$1.83M 0.07%
100,000
– –
ARTV
146
Artiva Biotherapeutics
ARTV
$547M
$1.7M 0.07%
+175,000
New +$1.59M
PICS
147
PicS N.V.
PICS
$1.49B
$1.59M 0.06%
150,000
– –
RLAY icon
148
Relay Therapeutics
RLAY
$4.17B
$1.59M 0.06%
+85,000
New +$1.23M
HOOD icon
149
Robinhood
HOOD
$110B
$1.44M 0.06%
+14,333
New +$1.2M
FRBT
150
Forbright Inc
FRBT
$972M
$1.37M 0.06%
+75,000
New +$1.36M
4 5
6
7 8

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SG
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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.