Filed: 11/12/2025ACC: 0001420506-25-003126
📋 What this filing means
SEVEN GRAND MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $1.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$1.23B
Total AUM (reported)
26.81M
Total Shares
Allocation by class
COM$626.24M50.9%
CL A$176.44M14.3%
COM CL A$59.51M4.8%
COM NEW$58.31M4.7%
SHS$43.67M3.5%
ORD$33.90M2.8%
COMMON CLASS A$28.24M2.3%
Portfolio Concentration
Top 3$161.85M13.1%
4–10$274.76M22.3%
11–25$323.19M26.2%
Rest$471.47M38.3%
Top 3 weight
13.1%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 26.81M
Sole
Full voting authority
26.81M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings99
Rows:
GALAXY DIGITAL INC.
SOLEShares2M
TypeSH
Market value$67.62M
5.49%
Sole
2M
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares200K
TypeSH
Market value$47.88M
3.89%
Sole
200K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares60K
TypeSH
Market value$46.35M
3.76%
Sole
60K
Shared
0.00
None
0.00
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares500K
TypeSH
Market value$45.69M
3.71%
Sole
500K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares500K
TypeSH
Market value$44.23M
3.59%
Sole
500K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares75K
TypeSH
Market value$38.85M
3.15%
Sole
75K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares400K
TypeSH
Market value$38.10M
3.09%
Sole
400K
Shared
0.00
None
0.00
AEROVIRONMENT INC
SOLEShares120K
TypeSH
Market value$37.79M
3.07%
Sole
120K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares375K
TypeSH
Market value$35.17M
2.86%
Sole
375K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares125K
TypeSH
Market value$34.95M
2.84%
Sole
125K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares300K
TypeSH
Market value$33.66M
2.73%
Sole
300K
Shared
0.00
None
0.00
APPLE INC
SOLEShares125K
TypeSH
Market value$31.83M
2.59%
Sole
125K
Shared
0.00
None
0.00
MOBILEYE GLOBAL INC
SOLEShares2M
TypeSH
Market value$28.24M
2.29%
Sole
2M
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares100K
TypeSH
Market value$25.84M
2.10%
Sole
100K
Shared
0.00
None
0.00
ELBIT SYS LTD
SOLEShares50K
TypeSH
Market value$25.49M
2.07%
Sole
50K
Shared
0.00
None
0.00
KARMAN HLDGS INC
SOLEShares350K
TypeSH
Market value$25.27M
2.05%
Sole
350K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares200K
TypeSH
Market value$22.45M
1.82%
Sole
200K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares750K
TypeSH
Market value$19.82M
1.61%
Sole
750K
Shared
0.00
None
0.00
STARWOOD PPTY TR INC
SOLEShares1M
TypeSH
Market value$19.37M
1.57%
Sole
1M
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
SOLEShares125K
TypeSH
Market value$16.57M
1.35%
Sole
125K
Shared
0.00
None
0.00
COREBRIDGE FINL INC
SOLEShares500K
TypeSH
Market value$16.02M
1.30%
Sole
500K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares51K
TypeSH
Market value$15.32M
1.24%
Sole
51K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares150K
TypeSH
Market value$15.12M
1.23%
Sole
150K
Shared
0.00
None
0.00
UL SOLUTIONS INC
SOLEShares200K
TypeSH
Market value$14.17M
1.15%
Sole
200K
Shared
0.00
None
0.00
SPX TECHNOLOGIES INC
SOLEShares75K
TypeSH
Market value$14.01M
1.14%
Sole
75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GALAXY DIGITAL INC.SOLE | CL A | 2M | SH | $67.62M 5.49% | 2M | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 200K | SH | $47.88M 3.89% | 200K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 60K | SH | $46.35M 3.76% | 60K | 0.00 | 0.00 |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 500K | SH | $45.69M 3.71% | 500K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 500K | SH | $44.23M 3.59% | 500K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 75K | SH | $38.85M 3.15% | 75K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 400K | SH | $38.10M 3.09% | 400K | 0.00 | 0.00 |
AEROVIRONMENT INCSOLE | COM | 120K | SH | $37.79M 3.07% | 120K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 375K | SH | $35.17M 2.86% | 375K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 125K | SH | $34.95M 2.84% | 125K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 300K | SH | $33.66M 2.73% | 300K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 125K | SH | $31.83M 2.59% | 125K | 0.00 | 0.00 |
MOBILEYE GLOBAL INCSOLE | COMMON CLASS A | 2M | SH | $28.24M 2.29% | 2M | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 100K | SH | $25.84M 2.10% | 100K | 0.00 | 0.00 |
ELBIT SYS LTDSOLE | ORD | 50K | SH | $25.49M 2.07% | 50K | 0.00 | 0.00 |
KARMAN HLDGS INCSOLE | COMMON STOCK | 350K | SH | $25.27M 2.05% | 350K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 200K | SH | $22.45M 1.82% | 200K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 750K | SH | $19.82M 1.61% | 750K | 0.00 | 0.00 |
STARWOOD PPTY TR INCSOLE | COM | 1M | SH | $19.37M 1.57% | 1M | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 125K | SH | $16.57M 1.35% | 125K | 0.00 | 0.00 |
COREBRIDGE FINL INCSOLE | COM | 500K | SH | $16.02M 1.30% | 500K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 51K | SH | $15.32M 1.24% | 51K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 150K | SH | $15.12M 1.23% | 150K | 0.00 | 0.00 |
UL SOLUTIONS INCSOLE | CLASS A COM SHS | 200K | SH | $14.17M 1.15% | 200K | 0.00 | 0.00 |
SPX TECHNOLOGIES INCSOLE | COM | 75K | SH | $14.01M 1.14% | 75K | 0.00 | 0.00 |
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