Filed: 2/10/2026ACC: 0001420506-26-000234
📋 What this filing means
SEVEN GRAND MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $1.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$1.31B
Total AUM (reported)
31.13M
Total Shares
Allocation by class
COM$754.76M57.5%
CL A$159.27M12.1%
COM CL A$110.18M8.4%
SHS$44.22M3.4%
COMMON STOCK$41.34M3.1%
COM NEW$32.05M2.4%
CLASS A COM SHS$31.54M2.4%
Portfolio Concentration
Top 3$160.22M12.2%
4–10$277.61M21.1%
11–25$326.79M24.9%
Rest$548.57M41.8%
Top 3 weight
12.2%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 1.31B
Sole
Full voting authority
1.31B
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)
Sole138
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings138
Rows:
MICROSOFT CORP
SOLEShares131K
TypeSH
Market value$63.35M
4.82%
Sole
63.35M
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares500K
TypeSH
Market value$48.56M
3.70%
Sole
48.56M
Shared
0.00
None
0.00
MEDLINE INC
SOLEShares1.15M
TypeSH
Market value$48.30M
3.68%
Sole
48.30M
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares200K
TypeSH
Market value$47.48M
3.62%
Sole
47.48M
Shared
0.00
None
0.00
ITT INC
SOLEShares250K
TypeSH
Market value$43.38M
3.30%
Sole
43.38M
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares200K
TypeSH
Market value$40.61M
3.09%
Sole
40.61M
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares1.50M
TypeSH
Market value$39.27M
2.99%
Sole
39.27M
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares400K
TypeSH
Market value$38.42M
2.93%
Sole
38.42M
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares200K
TypeSH
Market value$36.91M
2.81%
Sole
36.91M
Shared
0.00
None
0.00
UL SOLUTIONS INC
SOLEShares400K
TypeSH
Market value$31.54M
2.40%
Sole
31.54M
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares161K
TypeSH
Market value$31.41M
2.39%
Sole
31.41M
Shared
0.00
None
0.00
GALAXY DIGITAL INC.
SOLEShares1.25M
TypeSH
Market value$27.95M
2.13%
Sole
27.95M
Shared
0.00
None
0.00
LEGENCE CORP
SOLEShares600K
TypeSH
Market value$25.82M
1.97%
Sole
25.82M
Shared
0.00
None
0.00
KARMAN HLDGS INC
SOLEShares350K
TypeSH
Market value$25.61M
1.95%
Sole
25.61M
Shared
0.00
None
0.00
RESTAURANT BRANDS INTL INC
SOLEShares350K
TypeSH
Market value$23.88M
1.82%
Sole
23.88M
Shared
0.00
None
0.00
APPLE INC
SOLEShares87K
TypeSH
Market value$23.65M
1.80%
Sole
23.65M
Shared
0.00
None
0.00
ARCHER AVIATION INC
SOLEShares3M
TypeSH
Market value$22.56M
1.72%
Sole
22.56M
Shared
0.00
None
0.00
TESLA INC
SOLEShares50K
TypeSH
Market value$22.49M
1.71%
Sole
22.49M
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares200K
TypeSH
Market value$21.74M
1.66%
Sole
21.74M
Shared
0.00
None
0.00
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares250K
TypeSH
Market value$18.98M
1.45%
Sole
18.98M
Shared
0.00
None
0.00
KODIAK GAS SVCS INC
SOLEShares500K
TypeSH
Market value$18.70M
1.42%
Sole
18.70M
Shared
0.00
None
0.00
MIAMI INTL HLDGS INC
SOLEShares400K
TypeSH
Market value$17.75M
1.35%
Sole
17.75M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares150K
TypeSH
Market value$15.97M
1.22%
Sole
15.97M
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares62.50K
TypeSH
Market value$15.18M
1.16%
Sole
15.18M
Shared
0.00
None
0.00
COREBRIDGE FINL INC
SOLEShares500K
TypeSH
Market value$15.09M
1.15%
Sole
15.09M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 131K | SH | $63.35M 4.82% | 63.35M | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 500K | SH | $48.56M 3.70% | 48.56M | 0.00 | 0.00 |
MEDLINE INCSOLE | COM CL A | 1.15M | SH | $48.30M 3.68% | 48.30M | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 200K | SH | $47.48M 3.62% | 47.48M | 0.00 | 0.00 |
ITT INCSOLE | COM | 250K | SH | $43.38M 3.30% | 43.38M | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 200K | SH | $40.61M 3.09% | 40.61M | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 1.50M | SH | $39.27M 2.99% | 39.27M | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 400K | SH | $38.42M 2.93% | 38.42M | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 200K | SH | $36.91M 2.81% | 36.91M | 0.00 | 0.00 |
UL SOLUTIONS INCSOLE | CLASS A COM SHS | 400K | SH | $31.54M 2.40% | 31.54M | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 161K | SH | $31.41M 2.39% | 31.41M | 0.00 | 0.00 |
GALAXY DIGITAL INC.SOLE | CL A | 1.25M | SH | $27.95M 2.13% | 27.95M | 0.00 | 0.00 |
LEGENCE CORPSOLE | CL A | 600K | SH | $25.82M 1.97% | 25.82M | 0.00 | 0.00 |
KARMAN HLDGS INCSOLE | COMMON STOCK | 350K | SH | $25.61M 1.95% | 25.61M | 0.00 | 0.00 |
RESTAURANT BRANDS INTL INCSOLE | COM | 350K | SH | $23.88M 1.82% | 23.88M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 87K | SH | $23.65M 1.80% | 23.65M | 0.00 | 0.00 |
ARCHER AVIATION INCSOLE | COM CL A | 3M | SH | $22.56M 1.72% | 22.56M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 50K | SH | $22.49M 1.71% | 22.49M | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 200K | SH | $21.74M 1.66% | 21.74M | 0.00 | 0.00 |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 250K | SH | $18.98M 1.45% | 18.98M | 0.00 | 0.00 |
KODIAK GAS SVCS INCSOLE | COM | 500K | SH | $18.70M 1.42% | 18.70M | 0.00 | 0.00 |
MIAMI INTL HLDGS INCSOLE | COM | 400K | SH | $17.75M 1.35% | 17.75M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 150K | SH | $15.97M 1.22% | 15.97M | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 62.50K | SH | $15.18M 1.16% | 15.18M | 0.00 | 0.00 |
COREBRIDGE FINL INCSOLE | COM | 500K | SH | $15.09M 1.15% | 15.09M | 0.00 | 0.00 |
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