SEVEN GRAND MANAGERS, LLC 13F Holdings
CIK 0001909126 · BRONXVILLE, NY
As of Sep 30, 2025, SEVEN GRAND MANAGERS, LLC reported 99 positions worth
CIK 0001909126 · BRONXVILLE, NY
As of Sep 30, 2025, SEVEN GRAND MANAGERS, LLC reported 99 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| GALAXY DIGITAL INC | GLXY | Financial Services | 2,000,000 | $67.6M | 5.49% |
| T-MOBILE US INC | TMUS | Communication Services | 200,000 | $47.9M | 3.89% |
| MCKESSON CORP | MCK | Healthcare | 60,000 | $46.4M | 3.76% |
| KRATOS DEFENSE & SECURITY SOLUTIONS INC | KTOS | Industrials | 500,000 | $45.7M | 3.71% |
| NASDAQ INC | NDAQ | Financial Services | 500,000 | $44.2M | 3.59% |
| MICROSOFT CORP | MSFT | Technology | 75,000 | $38.8M | 3.15% |
| MEDTRONIC PLC | MDT | Healthcare | 400,000 | $38.1M | 3.09% |
| AEROVIRONMENT INC | AVAV | Industrials | 120,000 | $37.8M | 3.07% |
| BROWN & BROWN INC | BRO | Financial Services | 375,000 | $35.2M | 2.86% |
| VERISIGN INC | VRSN | Technology | 125,000 | $34.9M | 2.84% |
| SANDISK CORP | SNDK | Technology | 300,000 | $33.7M | 2.73% |
| APPLE INC | AAPL | Technology | 125,000 | $31.8M | 2.59% |
| MOBILEYE GLOBAL INC | MBLY | Consumer Cyclical | 2,000,000 | $28.2M | 2.29% |
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | Communication Services | 100,000 | $25.8M | 2.10% |
| ELBIT SYSTEMS LTD | ESLT | Industrials | 50,000 | $25.5M | 2.07% |
| KARMAN HOLDINGS INC | KRMN | Industrials | 350,000 | $25.3M | 2.05% |
| NEBIUS GROUP NV | NBIS | Communication Services | 200,000 | $22.5M | 1.82% |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 750,000 | 9.8M | 1.61% |
| STARWOOD PROPERTY TRUST INC | STWD | Real Estate | 1,000,000 | 9.4M | 1.57% |
| CIRCLE INTERNET GROUP INC | CRCL | Financial Services | 125,000 | 6.6M | 1.35% |
| COREBRIDGE FINANCIAL INC | CRBG | Financial Services | 500,000 | 6.0M | 1.30% |
| NORFOLK SOUTHERN CORP | NSC | Industrials | 51,000 | 5.3M | 1.24% |
| SERVICETITAN INC | TTAN | Technology | 150,000 | 5.1M | 1.23% |
| UL SOLUTIONS INC | ULS | Industrials | 200,000 | 4.2M | 1.15% |
| SPX TECHNOLOGIES INC | SPXC | Industrials | 75,000 | 4.0M | 1.14% |