SEVEN GRAND MANAGERS, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$34.7B
Holdings
17
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CWANCLEARWATER ANALYTICS HLDGS I | 568,049 | $9.1B | 26.14% | |
| 2 | AERAERCAP HOLDINGS NV | 78,246 | $4.4B | 12.69% | |
| 3 | AWCAMERICAN WTR WKS CO INC NEW | 30,000 | $4.4B | 12.67% | |
| 4 | NXTNEXTRACKER INC | 83,852 | $3.0B | 8.77% | |
| 5 | GFSGLOBALFOUNDRIES INC | 40,000 | $2.9B | 8.33% | |
| 6 | MBLYMOBILEYE GLOBAL INC | 40,000 | $1.7B | 4.99% | |
| 7 | —SILVERBOX CORP III | 131,000 | $1.3B | 3.80% | |
| 8 | SWXSOUTHWEST GAS HLDGS INC | 20,000 | $1.2B | 3.60% | |
| 9 | DVDOUBLEVERIFY HLDGS INC | 40,000 | $1.2B | 3.48% | |
| 10 | HLMNHILLMAN SOLUTIONS CORP | 109,950 | $925.8M | 2.67% | |
| 11 | SKWDSKYWARD SPECIALTY INS GROUP | 37,824 | $827.2M | 2.39% | |
| 12 | ESMTUSDENGAGESMART INC | 40,000 | $770.0M | 2.22% | |
| 13 | PACBPACIFIC BIOSCIENCES CALIF IN | 64,129 | $742.6M | 2.14% | |
| 14 | —NIKOLA CORP | 500,000 | $605.0M | 1.74% | |
| 15 | XBISPDR SER TR | 7,500 | $571.6M | 1.65% | |
| 16 | —TMT ACQUISITION CORP | 50,000 | $510.0M | 1.47% | |
| 17 | DINOHF SINCLAIR CORP | 9,000 | $435.4M | 1.26% |