SEVEN GRAND MANAGERS, LLC Q1 2024 Filing
Filed April 23, 2024
Portfolio Value
$204.2B
Holdings
44
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NXTNEXTRACKER INC | 300,000 | $16.9B | 8.27% | |
| 2 | CNMCORE & MAIN INC | 250,000 | $14.3B | 7.01% | |
| 3 | DDOMINION ENERGY INC | 250,000 | $12.3B | 6.02% | |
| 4 | SMCIUSDSUPER MICRO COMPUTER INC | 10,000 | $10.1B | 4.95% | |
| 5 | PEOEXELON CORP | 250,000 | $9.4B | 4.60% | |
| 6 | ARMARM HOLDINGS PLC | 75,000 | $9.4B | 4.59% | |
| 7 | GEHCGE HEALTHCARE TECHNOLOGIES I | 100,000 | $9.1B | 4.45% | |
| 8 | PRPERMIAN RESOURCES CORP | 500,000 | $8.8B | 4.32% | |
| 9 | CAVACAVA GROUP INC | 125,000 | $8.8B | 4.29% | |
| 10 | SUXTD SYNNEX CORPORATION | 74,500 | $8.4B | 4.13% | |
| 11 | TRNOTERRENO RLTY CORP | 120,000 | $8.0B | 3.90% | |
| 12 | KDPKEURIG DR PEPPER INC | 250,000 | $7.7B | 3.75% | |
| 13 | MTDRMATADOR RES CO | 87,500 | $5.8B | 2.86% | |
| 14 | BROSDUTCH BROS INC | 150,000 | $5.0B | 2.42% | |
| 15 | EPRTESSENTIAL PPTYS RLTY TR INC | 179,500 | $4.8B | 2.34% | |
| 16 | CCCCCC INTELLIGENT SOLUTIONS HL | 400,000 | $4.8B | 2.34% | |
| 17 | CRGYCRESCENT ENERGY COMPANY | 400,000 | $4.8B | 2.33% | |
| 18 | NDAQNASDAQ INC | 75,000 | $4.7B | 2.32% | |
| 19 | ODDODDITY TECH LTD | 100,000 | $4.3B | 2.13% | |
| 20 | SNOWSNOWFLAKE INC | 25,000 | $4.0B | 1.98% | |
| 21 | BUDANHEUSER BUSCH INBEV SA/NV | 62,500 | $3.8B | 1.86% | |
| 22 | PNWPINNACLE WEST CAP CORP | 50,000 | $3.7B | 1.83% | |
| 23 | ALABASTERA LABS INC | 50,000 | $3.7B | 1.82% | |
| 24 | GFLGFL ENVIRONMENTAL INC | 100,000 | $3.5B | 1.69% | |
| 25 | CWANCLEARWATER ANALYTICS HLDGS I | 150,000 | $2.7B | 1.30% | |
| 26 | PTENPATTERSON-UTI ENERGY INC | 200,000 | $2.4B | 1.17% | |
| 27 | TBBBBBB FOODS INC | 100,000 | $2.4B | 1.16% | |
| 28 | SNSHARKNINJA INC | 37,500 | $2.3B | 1.14% | |
| 29 | 1RGREV GROUP INC | 100,000 | $2.2B | 1.08% | |
| 30 | STVNSTEVANATO GROUP S P A | 59,100 | $1.9B | 0.93% | |
| 31 | BTSGBRIGHTSPRING HEALTH SVCS INC | 150,000 | $1.6B | 0.80% | |
| 32 | ASAMER SPORTS INC | 100,000 | $1.6B | 0.80% | |
| 33 | COLDAMERICOLD REALTY TRUST INC | 64,000 | $1.6B | 0.78% | |
| 34 | SDHCSMITH DOUGLAS HOMES CORP | 50,000 | $1.5B | 0.73% | |
| 35 | DNBDUN & BRADSTREET HLDGS INC | 125,000 | $1.3B | 0.61% | |
| 36 | BILIBILIBILI INC | 100,000 | $1.1B | 0.55% | |
| 37 | AUNAAUNA S A | 100,000 | $1.1B | 0.52% | |
| 38 | AHRAMERICAN HEALTHCARE REIT INC | 70,000 | $1.0B | 0.51% | |
| 39 | RDDTREDDIT INC | 20,000 | $986.4M | 0.48% | |
| 40 | KGSKODIAK GAS SVCS INC | 35,000 | $956.9M | 0.47% | |
| 41 | BWMNBOWMAN CONSULTING GROUP LTD | 15,400 | $535.8M | 0.26% | |
| 42 | ESTCELASTIC N V | 5,000 | $501.2M | 0.25% | |
| 43 | STOKSTOKE THERAPEUTICS INC | 30,000 | $405.0M | 0.20% | |
| 44 | HUMAHUMACYTE INC | 50,000 | $155.5M | 0.08% |