SGM
Seven Grand Managers Portfolio holdings
AUM
$1.5B
1-Year Est. Return
57.16%
This Fund
S&P 500
1 Year Est. Return
+57.16%
AUM
$1.5B
AUM Growth
+$183M
(+14%)
Holding
214
Top Buys
| 1 | +$96.1M | |
| 2 | +$59.6M | |
| 3 | +$59M | |
| 4 |
EchoStar
SATS
|
+$57.4M |
| 5 |
Tesla
TSLA
|
+$53.6M |
Top Sells
| 1 | +$84.7M | |
| 2 | +$40.6M | |
| 3 | +$39.3M | |
| 4 |
Medtronic
MDT
|
+$38.4M |
| 5 |
Coherent
COHR
|
+$36.9M |
Sector Composition
| 1 | Industrials | 23.49% |
| 2 | Healthcare | 18.53% |
| 3 | Technology | 17.09% |
| 4 | Energy | 11.6% |
| 5 | Consumer Discretionary | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Wave Life Sciences
WVE
$1.09B
| – | – |
-100,000
|
|
||
202
American Healthcare REIT
AHR
$9.59B
| – | – |
-100,000
|
|
||
203
Viking Holdings
VIK
$39.9B
| – | – |
-50,000
|
|
||
|
OKLO
204
Oklo
OKLO
$12.8B
| – | – |
-50,000
|
|
||
|
OS
205
DELISTED
OneStream Inc
OS
| – | – |
-250,000
|
|
||
|
NBIS
206
Nebius Group N.V.
NBIS
$66.2B
| – | – |
-100,000
|
|
||
|
UPB
207
Upstream Bio Inc
UPB
$395M
| – | – |
-50,000
|
|
||
|
TTAN
208
ServiceTitan Inc
TTAN
$7.16B
| – | – |
-150,000
|
|
||
|
SFD
209
Smithfield Foods
SFD
$10.2B
| – | – |
-325,000
|
|
||
|
AMBQ
210
Ambiq Micro
AMBQ
$1.77B
| – | – |
-50,000
|
|
||
|
HTFL
211
Heartflow Inc
HTFL
$2.55B
| – | – |
-100,000
|
|
||
|
VIA
212
Via Transportation Inc
VIA
$1.26B
| – | – |
-25,000
|
|
||
|
NAVN
213
Navan Inc
NAVN
$5.78B
| – | – |
-100,000
|
|
||
|
AEAQU
214
Activate Energy Acquisition Corp Unit
AEAQU
| – | – |
-199,693
|
|