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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
ORLY icon
201
O'Reilly Automotive
ORLY
$71.1B
– –
-90,000
Closed -$8.31M
POR icon
202
Portland General Electric
POR
$5.73B
– –
-100,000
Closed -$5.28M
PR
203
Permian Resources
PR
$19.6B
– –
-250,000
Closed -$5.33M
PUMP icon
204
ProPetro Holding
PUMP
$1.41B
– –
-50,000
Closed -$721K
QBTS icon
205
D-Wave Quantum Inc
QBTS
$6.18B
– –
-50,000
Closed -$722K
QSR icon
206
Restaurant Brands International
QSR
$28B
– –
-175,000
Closed -$12.9M
RELY icon
207
Remitly
RELY
$5.54B
– –
-350,000
Closed -$5.48M
RGTI icon
208
Rigetti Computing
RGTI
$5.07B
– –
-50,000
Closed -$702K
SABS icon
209
SAB Biotherapeutics
SABS
$338M
– –
-275,000
Closed -$1.05M
ECHO
210
EchoStar
ECHO
$26.1B
– –
-700,000
Closed -$81.9M
HTO
211
H2O America
HTO
$2.69B
– –
-15,000
Closed -$880K
SM icon
212
SM Energy
SM
$8.67B
– –
-50,000
Closed -$1.56M
SMR icon
213
NuScale Power
SMR
$3.98B
– –
-125,000
Closed -$1.35M
TEO icon
214
Telecom Argentina
TEO
$5.61B
– –
-35,000
Closed -$409K
TSLA icon
215
Tesla
TSLA
$1.4T
– –
-180,000
Closed -$66.9M
UEC icon
216
Uranium Energy
UEC
$5.71B
– –
-75,000
Closed -$1.01M
VIST icon
217
Vista Energy
VIST
$8.16B
– –
-150,000
Closed -$11.3M
WPC icon
218
W.P. Carey
WPC
$16B
– –
-150,000
Closed -$10.2M
CTRI icon
219
Centuri Holdings
CTRI
$2.07B
– –
-200,000
Closed -$5.84M
MRX
220
Marex Group Limited Ordinary Shares
MRX
$5.63B
– –
-125,000
Closed -$5.57M
INR
221
Infinity Natural Resources
INR
$291M
– –
-50,000
Closed -$881K
BOW
222
Bowhead Specialty Holdings
BOW
$1.11B
– –
-37,500
Closed -$841K
QXO
223
QXO Inc
QXO
$13.9B
– –
-250,000
Closed -$4.86M
WAY
224
Waystar Holding Corp
WAY
$4.81B
– –
-300,000
Closed -$7.23M
LINE
225
Lineage Inc
LINE
$8.69B
– –
-200,000
Closed -$6.55M
6 7 8
9
10

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SW
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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.