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SEVEN GRAND MANAGERS, LLC

报告期 2026-03-31 · CIK 0001909126

持仓数

168

前50大市值合计

$1.16B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

MDLN MEDLINE INC

COM CL A

$111.3M

2,500,000

9.6%

LHX L3HARRIS TECHNOLOGIES INC

COM

$94.9M

275,000

8.2%

ECHO ECHOSTAR CORP

CL A

$81.9M

700,000

7.1%

TSLA TESLA INC

COM

$66.9M

180,000

5.8%

FANG DIAMONDBACK ENERGY INC

COM

$59.3M

300,000

5.1%

LRCX LAM RESEARCH CORP

COM NEW

$56.4M

264,000

4.9%

AMAT APPLIED MATLS INC

COM

$51.3M

150,000

4.4%

ITT ITT INC

COM

$47.6M

250,000

4.1%

VNOM VIPER ENERGY INC

CL A

$37.6M

800,000

3.2%

LGN LEGENCE CORP

CL A

$33.9M

600,000

2.9%

SNDK SANDISK CORP

COM

$31.8M

50,000

2.7%

MSFT MICROSOFT CORP

COM

$26.3M

71,000

2.3%

NRG NRG ENERGY INC

COM NEW

$25.6M

175,000

2.2%

BTSG BRIGHTSPRING HEALTH SVCS INC

COM

$25.6M

600,000

2.2%

GLXY GALAXY DIGITAL INC.

CL A

$23.1M

1,250,000

2.0%

MIAX MIAMI INTL HLDGS INC

COM

$21.4M

550,000

1.8%

NDAQ NASDAQ INC

COM

$21.2M

250,000

1.8%

ULS UL SOLUTIONS INC

CLASS A COM SHS

$17.1M

200,000

1.5%

VSEC VSE CORP

COM

$16.6M

90,000

1.4%

SARO STANDARDAERO INC

COM

$16.5M

637,500

1.4%

KGS KODIAK GAS SVCS INC

COM

$14.6M

250,000

1.3%

JOBY JOBY AVIATION INC

COMMON STOCK

$14.5M

1,750,000

1.2%

AVAV AEROVIRONMENT INC

COM

$13.7M

75,000

1.2%

ANDG ANDERSEN GROUP INC

CL A

$13.6M

500,000

1.2%

— AMER SPORTS INC

COM SHS

$13.2M

400,000

1.1%

QSR RESTAURANT BRANDS INTL INC

COM

$12.9M

175,000

1.1%

CRCL CIRCLE INTERNET GROUP INC

COM CL A

$11.9M

125,000

1.0%

VIST VISTA ENERGY S.A.B. DE C.V.

SPONSORED ADS

$11.3M

150,000

1.0%

AMKR AMKOR TECHNOLOGY INC

COM

$11.3M

250,000

1.0%

— GLOBALFOUNDRIES INC

ORDINARY SHARES

$11.1M

250,000

1.0%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$10.4M

71,000

0.9%

VVX V2X INC

COM

$10.3M

150,000

0.9%

WPC WP CAREY INC

COM

$10.2M

150,000

0.9%

LTM LATAM AIRLINES GROUP SA

SPONSORED ADR

$9.9M

200,000

0.9%

NKTR NEKTAR THERAPEUTICS

COM NEW

$9.0M

125,000

0.8%

FPS FORGENT POWER SOLUTIONS INC

COM SHS CL A

$8.8M

300,000

0.8%

DRUG BRIGHT MINDS BIOSCIENCES INC

COM NEW

$8.8M

120,000

0.8%

APGE APOGEE THERAPEUTICS INC

COM

$8.4M

100,000

0.7%

DNTH DIANTHUS THERAPEUTICS INC

COM

$8.4M

100,000

0.7%

ORLY OREILLY AUTOMOTIVE INC

COM

$8.3M

90,000

0.7%

ASTS AST SPACEMOBILE INC

COM CL A

$8.3M

100,000

0.7%

WHR WHIRLPOOL CORP

COM

$8.1M

150,000

0.7%

ACHR ARCHER AVIATION INC

COM CL A

$7.8M

1,500,000

0.7%

EPRT ESSENTIAL PPTYS RLTY TR INC

COM

$7.6M

250,000

0.7%

GRDN GUARDIAN PHARMACY SVCS INC

CL A

$7.5M

200,000

0.6%

PVLA PALVELLA THERAPEUTICS INC NE

COM

$7.5M

60,000

0.6%

NOG NORTHERN OIL & GAS INC

COM

$7.3M

250,000

0.6%

APD AIR PRODUCTS AND CHEMICALS I

COM

$7.3M

25,000

0.6%

WAY WAYSTAR HLDG CORP

COM

$7.2M

300,000

0.6%

KTOS KRATOS DEFENSE & SEC SOLUTIO

COM NEW

$7.1M

100,000

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

MDLN9.6%LHX8.2%ECHO7.1%TSLA5.8%FANG5.1%LRCX4.9%

SEVEN GRAND MANAGERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心