SEVEN GRAND MANAGERS, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$1.2T
Holdings
99
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (99 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GLXYGALAXY DIGITAL INC. | 2,000,000 | $67.6B | 5.49% | |
| 2 | TMUST-MOBILE US INC | 200,000 | $47.9B | 3.89% | |
| 3 | MCKMCKESSON CORP | 60,000 | $46.4B | 3.76% | |
| 4 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 500,000 | $45.7B | 3.71% | |
| 5 | NDAQNASDAQ INC | 500,000 | $44.2B | 3.59% | |
| 6 | MSFTMICROSOFT CORP | 75,000 | $38.8B | 3.15% | |
| 7 | MDTMEDTRONIC PLC | 400,000 | $38.1B | 3.09% | |
| 8 | JPXAEROVIRONMENT INC | 120,000 | $37.8B | 3.07% | |
| 9 | BROBROWN & BROWN INC | 375,000 | $35.2B | 2.86% | |
| 10 | VRSNVERISIGN INC | 125,000 | $34.9B | 2.84% | |
| 11 | SNDKSANDISK CORP | 300,000 | $33.7B | 2.73% | |
| 12 | AAPLAPPLE INC | 125,000 | $31.8B | 2.59% | |
| 13 | MBLYMOBILEYE GLOBAL INC | 2,000,000 | $28.2B | 2.29% | |
| 14 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 100,000 | $25.8B | 2.10% | |
| 15 | ESLTELBIT SYS LTD | 50,000 | $25.5B | 2.07% | |
| 16 | KRMNKARMAN HLDGS INC | 350,000 | $25.3B | 2.05% | |
| 17 | NBISNEBIUS GROUP N.V. | 200,000 | $22.5B | 1.82% | |
| 18 | SOFISOFI TECHNOLOGIES INC | 750,000 | $19.8B | 1.61% | |
| 19 | STWDSTARWOOD PPTY TR INC | 1,000,000 | $19.4B | 1.57% | |
| 20 | CRCLCIRCLE INTERNET GROUP INC | 125,000 | $16.6B | 1.35% | |
| 21 | CRBGCOREBRIDGE FINL INC | 500,000 | $16.0B | 1.30% | |
| 22 | NSCNORFOLK SOUTHN CORP | 51,000 | $15.3B | 1.24% | |
| 23 | TTANSERVICETITAN INC | 150,000 | $15.1B | 1.23% | |
| 24 | ULSUL SOLUTIONS INC | 200,000 | $14.2B | 1.15% | |
| 25 | SPXCSPX TECHNOLOGIES INC | 75,000 | $14.0B | 1.14% | |
| 26 | CTRECARETRUST REIT INC | 400,000 | $13.9B | 1.13% | |
| 27 | MPMP MATERIALS CORP | 200,000 | $13.4B | 1.09% | |
| 28 | FIGFIGMA INC | 250,000 | $13.0B | 1.05% | |
| 29 | PLTRPALANTIR TECHNOLOGIES INC | 71,000 | $13.0B | 1.05% | |
| 30 | CTRICENTURI HOLDINGS INC | 600,000 | $12.7B | 1.03% | |
| 31 | LGNLEGENCE CORP | 400,000 | $12.3B | 1.00% | |
| 32 | AMATAPPLIED MATLS INC | 60,000 | $12.3B | 1.00% | |
| 33 | HNGEHINGE HEALTH INC | 250,000 | $12.3B | 1.00% | |
| 34 | LYVLIVE NATION ENTERTAINMENT IN | 75,000 | $12.3B | 1.00% | |
| 35 | MIAXMIAMI INTL HLDGS INC | 300,000 | $12.1B | 0.98% | |
| 36 | WDAYWORKDAY INC | 50,000 | $12.0B | 0.98% | |
| 37 | WAYWAYSTAR HLDG CORP | 300,000 | $11.4B | 0.92% | |
| 38 | OKLOOKLO INC | 100,000 | $11.2B | 0.91% | |
| 39 | PRMBPRIMO BRANDS CORPORATION | 500,000 | $11.1B | 0.90% | |
| 40 | SAILSAILPOINT INC | 500,000 | $11.0B | 0.90% | |
| 41 | NTSKNETSKOPE INC | 463,000 | $10.5B | 0.85% | |
| 42 | SAROSTANDARDAERO INC | 375,000 | $10.2B | 0.83% | |
| 43 | ORLYOREILLY AUTOMOTIVE INC | 90,000 | $9.7B | 0.79% | |
| 44 | BLSHBULLISH | 150,000 | $9.5B | 0.77% | |
| 45 | NIQNIQ GLOBAL INTELLIGENCE PLC | 600,000 | $9.4B | 0.77% | |
| 46 | OSONESTREAM INC | 500,000 | $9.2B | 0.75% | |
| 47 | CWANCLEARWATER ANALYTICS HLDGS I | 500,000 | $9.0B | 0.73% | |
| 48 | NWSNEWS CORP NEW | 250,000 | $8.6B | 0.70% | |
| 49 | RIGTRANSOCEAN LTD | 2,750,000 | $8.6B | 0.70% | |
| 50 | MRXMAREX GROUP PLC | 250,000 | $8.4B | 0.68% | |
| 51 | LPLALPL FINL HLDGS INC | 25,000 | $8.3B | 0.68% | |
| 52 | CVXCHEVRON CORP NEW | 50,000 | $7.8B | 0.63% | |
| 53 | LINELINEAGE INC | 200,000 | $7.7B | 0.63% | |
| 54 | VNOMVIPER ENERGY INC | 200,000 | $7.6B | 0.62% | |
| 55 | SFDSMITHFIELD FOODS INC | 325,000 | $7.6B | 0.62% | |
| 56 | QXOQXO INC | 400,000 | $7.6B | 0.62% | |
| 57 | FIGRFIGURE TECHNOLOGY SOLUTIO | 200,000 | $7.3B | 0.59% | |
| 58 | WBIWATERBRIDGE INFRASTRUCTURE L | 250,000 | $6.3B | 0.51% | |
| 59 | HGVHILTON GRAND VACATIONS INC | 150,000 | $6.3B | 0.51% | |
| 60 | CHWYCHEWY INC | 150,000 | $6.1B | 0.49% | |
| 61 | LOARLOAR HOLDINGS INC | 75,000 | $6.0B | 0.49% | |
| 62 | VVXV2X INC | 100,000 | $5.8B | 0.47% | |
| 63 | VOYGVOYAGER TECHNOLOGIES INC | 188,435 | $5.6B | 0.46% | |
| 64 | GGALGRUPO FINANCIERO GALICIA S.A | 200,000 | $5.5B | 0.45% | |
| 65 | LBLANDBRIDGE COMPANY LLC | 100,000 | $5.3B | 0.43% | |
| 66 | IDAIDACORP INC | 40,000 | $5.3B | 0.43% | |
| 67 | FWDIFORWARD INDS INC N Y | 270,271 | $5.0B | 0.41% | |
| 68 | LTMLATAM AIRLINES GROUP SA | 100,000 | $4.5B | 0.37% | |
| 69 | BIRKBIRKENSTOCK HOLDING PLC | 100,000 | $4.5B | 0.37% | |
| 70 | FLYFIREFLY AEROSPACE INC | 150,000 | $4.4B | 0.36% | |
| 71 | ADTADT INC DEL | 500,000 | $4.4B | 0.35% | |
| 72 | KVYOKLAVIYO INC | 150,000 | $4.2B | 0.34% | |
| 73 | ETORETORO GROUP LTD | 100,000 | $4.1B | 0.34% | |
| 74 | SNPSSYNOPSYS INC | 7,817 | $3.9B | 0.31% | |
| 75 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 40,000 | $3.7B | 0.30% | |
| 76 | KGSKODIAK GAS SVCS INC | 100,000 | $3.7B | 0.30% | |
| 77 | TBBBBBB FOODS INC | 125,000 | $3.4B | 0.27% | |
| 78 | CHYMCHIME FINL INC | 150,000 | $3.0B | 0.25% | |
| 79 | CAICARIS LIFE SCIENCES INC | 100,000 | $3.0B | 0.25% | |
| 80 | ARXACCELERANT HOLDINGS | 200,000 | $3.0B | 0.24% | |
| 81 | DLODLOCAL LTD | 200,000 | $2.9B | 0.23% | |
| 82 | GRDNGUARDIAN PHARMACY SVCS INC | 100,000 | $2.6B | 0.21% | |
| 83 | STUBSTUBHUB HLDGS INC | 150,000 | $2.5B | 0.21% | |
| 84 | MHMCGRAW HILL INC | 199,750 | $2.5B | 0.20% | |
| 85 | VIAVIA TRANSN INC | 50,000 | $2.4B | 0.20% | |
| 86 | BRCBBLACK ROCK COFFEE BAR INC | 100,000 | $2.4B | 0.19% | |
| 87 | PTRNPATTERN GROUP INC | 150,000 | $2.1B | 0.17% | |
| 88 | BOWBOWHEAD SPECIALTY HLDGS INC | 75,000 | $2.0B | 0.16% | |
| 89 | CHECCHENGHE ACQUISITION III CO | 196,257 | $2.0B | 0.16% | |
| 90 | KLARKLARNA GROUP PLC | 50,000 | $1.8B | 0.15% | |
| 91 | HTFLHEARTFLOW INC | 50,000 | $1.7B | 0.14% | |
| 92 | AMBQAMBIQ MICRO INC | 50,000 | $1.5B | 0.12% | |
| 93 | SFNCSIMMONS 1ST NATL CORP | 75,000 | $1.4B | 0.12% | |
| 94 | TWFGTWFG INC | 50,000 | $1.4B | 0.11% | |
| 95 | GEMIGEMINI SPACE STA INC | 50,000 | $1.2B | 0.10% | |
| 96 | FLOCFLOWCO HLDGS INC | 70,000 | $1.0B | 0.08% | |
| 97 | MNTNMNTN INC | 50,000 | $927.5M | 0.08% | |
| 98 | INRINFINITY NAT RES INC | 50,000 | $655.5M | 0.05% | |
| 99 | DECDIVERSIFIED ENERGY COMPANY P | 33,736 | $472.6M | 0.04% |