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13F holdings · Q2 2026

Seven Grand Managers

Bronxville, NY · files as Seven Grand Managers, LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1909126

Seven Grand Managers reported 176 stocks worth $2.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (12.2%), MDLN (5.8%) and DLR (4.1%). Compared with Q1 2026, the fund opened new positions in SPCX, DLR and NVDA, added to MDLN, LHX and BTSG, trimmed ITT, ULS and SARO and sold out of ECHO, TSLA and LRCX.

Reported value$2.5B+66.0% vs last quarter
Stocks held17682 new · 73 sold out
Top 5 weight29.3%spread out
Turnover89%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPCX
Space Exploration Techn Corp Class A Com Stk
$302M12.2%1.8MNew position1 of 8
2
MDLN
Medline Inc
$144M5.8%3.7M+1.2M (+46%)3 of 8
3
DLR
Digital Rlty TR Inc
$103M4.1%572KNew position1 of 8
4
NVDA
Nvidia Corporation
$91.2M3.7%456KNew position1 of 8
5
LHX
L3HARRIS Technologies in
$87.2M3.5%300K+25K (+9%)2 of 8
6
GOOGL
Alphabet Inc
$71.5M2.9%200KNew position1 of 8
7
GOOG
Alphabet Inc
$70.7M2.9%200KNew position1 of 8
8
BTSG
Brightspring Health Svcs Inc
$69.7M2.8%1M+400K (+67%)7 of 8
9
BIDU
Baidu Inc F
$57.1M2.3%500KNew position1 of 8
10
CBRS
Cerebras Systems Inc Com CL A
$55.3M2.2%250KNew position1 of 8
🔒 166 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
ECHO
Echostar Corp
$81.9M700K
TSLA
Tesla Inc
$66.9M180K
LRCX
Lam Research Corp
$56.4M264K
AMAT
Applied Matls Inc
$51.3M150K
SNDK
Sandisk Corp
$31.8M50K

🔒 Free account: see all 30.

Reported value

last 8 quarters
$449MQ3 '24
$218MQ4 '24
$428MQ1 '25
$834MQ2 '25
$1.2BQ3 '25
$1.3BQ4 '25
$1.5BQ1 '26
$2.5BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Seven Grand Managers 13F FAQ

What does Seven Grand Managers own?

Seven Grand Managers reported 176 stocks worth $2.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (12.2%), MDLN (5.8%) and DLR (4.1%). The table above lists every position in the filing (the top 10 without an account).

What did Seven Grand Managers buy and sell in Q2 2026?

Compared with Q1 2026: 82 new positions, 19 added to, 17 trimmed and 73 sold out. New positions include SPCX, DLR and NVDA. It sold all of ECHO, TSLA and LRCX.

When will Seven Grand Managers file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Seven Grand Managers's portfolio worth?

The Q2 2026 filing reports $2.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.