SEVEN GRAND MANAGERS, LLC Q4 2023 Filing
Filed February 7, 2024
Portfolio Value
$104.7B
Holdings
33
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PRPERMIAN RESOURCES CORP | 925,000 | $12.6B | 12.01% | |
| 2 | ARMARM HOLDINGS PLC | 150,000 | $11.3B | 10.76% | |
| 3 | SMCIUSDSUPER MICRO COMPUTER INC | 26,500 | $7.5B | 7.19% | |
| 4 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 300,000 | $5.8B | 5.58% | |
| 5 | PCGPG&E CORP | 300,000 | $5.4B | 5.16% | |
| 6 | SNOWSNOWFLAKE INC | 25,000 | $5.0B | 4.75% | |
| 7 | LVSLAS VEGAS SANDS CORP | 100,000 | $4.9B | 4.70% | |
| 8 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 150,000 | $4.8B | 4.55% | |
| 9 | CWANCLEARWATER ANALYTICS HLDGS I | 221,401 | $4.4B | 4.23% | |
| 10 | CRBGCOREBRIDGE FINL INC | 200,000 | $4.3B | 4.14% | |
| 11 | PCORPROCORE TECHNOLOGIES INC | 50,000 | $3.5B | 3.30% | |
| 12 | CNMCORE & MAIN INC | 83,800 | $3.4B | 3.23% | |
| 13 | BECNUSDBEACON ROOFING SUPPLY INC | 37,500 | $3.3B | 3.12% | |
| 14 | CPKCHESAPEAKE UTILS CORP | 25,000 | $2.6B | 2.52% | |
| 15 | BIRKBIRKENSTOCK HOLDING PLC | 50,000 | $2.4B | 2.33% | |
| 16 | NTNXNUTANIX INC | 50,000 | $2.4B | 2.28% | |
| 17 | NXTNEXTRACKER INC | 40,000 | $1.9B | 1.79% | |
| 18 | SNSHARKNINJA INC | 33,700 | $1.7B | 1.65% | |
| 19 | SKWDSKYWARD SPECIALTY INS GROUP | 50,000 | $1.7B | 1.62% | |
| 20 | FLNCFLUENCE ENERGY INC | 70,300 | $1.7B | 1.60% | |
| 21 | KVUEKENVUE INC | 75,000 | $1.6B | 1.54% | |
| 22 | ATECALPHATEC HLDGS INC | 100,000 | $1.5B | 1.44% | |
| 23 | SBOWEURSILVERBOW RES INC | 50,000 | $1.5B | 1.39% | |
| 24 | DRSLEONARDO DRS INC | 70,000 | $1.4B | 1.34% | |
| 25 | KVYOKLAVIYO INC | 50,000 | $1.4B | 1.33% | |
| 26 | KGSKODIAK GAS SVCS INC | 67,896 | $1.4B | 1.30% | |
| 27 | HGHAMILTON INSURANCE GROUP LTD | 75,000 | $1.1B | 1.07% | |
| 28 | CAVACAVA GROUP INC | 25,000 | $1.1B | 1.03% | |
| 29 | VTMXVESTA REAL ESTATE CORP | 20,000 | $792.4M | 0.76% | |
| 30 | GTESGATES INDL CORP PLC | 50,000 | $671.0M | 0.64% | |
| 31 | ALITALIGHT INC | 75,000 | $639.8M | 0.61% | |
| 32 | BROSDUTCH BROS INC | 20,000 | $633.4M | 0.60% | |
| 33 | SEATVIVID SEATS INC | 75,000 | $474.0M | 0.45% |