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SEVEN GRAND MANAGERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SEVEN GRAND MANAGERS, LLC
报告期 2026-03-31 · CIK 0001909126
持仓数
168
前50大市值合计
$1.16B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 129 项
建仓 69
增持 12
减持 18
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
MDLN
MEDLINE INC
+$48.3M
1,150,000
清仓
MCK
MCKESSON CORP
-$46.4M
0
-100%
建仓
ITT
ITT INC
+$43.4M
250,000
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
GLXY
GALAXY DIGITAL INC.
-$39.7M
1,250,000
-38%
建仓
COHR
COHERENT CORP
+$36.9M
200,000
建仓
HON
HONEYWELL INTL INC
+$31.4M
161,000
清仓
MBLY
MOBILEYE GLOBAL INC
-$28.2M
0
-100%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$26.7M
250,000
-50%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$25.8M
0
-100%
清仓
—
ELBIT SYS LTD
-$25.5M
0
-100%
增持
MSFT
MICROSOFT CORP
+$24.5M
131,000
+75%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$23.9M
350,000
减持
AVAV
AEROVIRONMENT INC
-$23.3M
60,000
-50%
建仓
ACHR
ARCHER AVIATION INC
+$22.6M
3,000,000
建仓
TSLA
TESLA INC
+$22.5M
50,000
建仓
ECHO
ECHOSTAR CORP
+$21.7M
200,000
减持
BRO
BROWN & BROWN INC
-$20.2M
187,500
-50%
减持
VRSN
VERISIGN INC
-$19.8M
62,500
-50%
增持
SOFI
SOFI TECHNOLOGIES INC
+$19.5M
1,500,000
+100%
增持
ULS
UL SOLUTIONS INC
+$17.4M
400,000
+100%
清仓
NSC
NORFOLK SOUTHN CORP
-$15.3M
0
-100%
增持
KGS
KODIAK GAS SVCS INC
+$15.0M
500,000
+400%
减持
—
NEBIUS GROUP N.V.
-$14.1M
100,000
-50%
清仓
SPXC
SPX TECHNOLOGIES INC
-$14.0M
0
-100%
清仓
CTRE
CARETRUST REIT INC
-$13.9M
0
-100%
减持
SNDK
SANDISK CORP
+$13.8M
200,000
-33%
增持
LGN
LEGENCE CORP
+$13.5M
600,000
+50%
清仓
MP
MP MATERIALS CORP
-$13.4M
0
-100%
建仓
JOBY
JOBY AVIATION INC
+$13.2M
1,000,000
建仓
ANDG
ANDERSEN GROUP INC
+$13.0M
500,000
清仓
AMAT
APPLIED MATLS INC
-$12.3M
0
-100%
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$12.3M
0
-100%
清仓
WDAY
WORKDAY INC
-$12.0M
0
-100%
建仓
ROL
ROLLINS INC
+$12.0M
200,000
建仓
LMRI
LUMEXA IMAGING HOLDINGS INC
+$11.9M
645,500
建仓
BTSG
BRIGHTSPRING HEALTH SVCS INC
+$11.2M
300,000
清仓
PRMB
PRIMO BRANDS CORPORATION
-$11.1M
0
-100%
建仓
EL
LAUDER ESTEE COS INC
+$10.5M
100,000
减持
STWD
STARWOOD PPTY TR INC
-$10.4M
500,000
-50%
增持
CAI
CARIS LIFE SCIENCES INC
+$10.3M
495,095
+395%
清仓
—
CLEARWATER ANALYTICS HLDGS I
-$9.0M
0
-100%
清仓
NWS
NEWS CORP NEW
-$8.6M
0
-100%
清仓
—
TRANSOCEAN LTD
-$8.6M
0
-100%
建仓
BETA
BETA TECHNOLOGIES INC
+$8.4M
298,557
减持
AAPL
APPLE INC
-$8.2M
87,000
-30%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$8.0M
1,000,000
清仓
CVX
CHEVRON CORP NEW
-$7.8M
0
-100%
清仓
QXO
QXO INC
-$7.6M
0
-100%
减持
OKLO
OKLO INC
-$7.6M
50,000
-50%
建仓
ASTS
AST SPACEMOBILE INC
+$7.3M
100,000
建仓
GFL
GFL ENVIRONMENTAL INC
+$6.4M
150,000
建仓
OGE
OGE ENERGY CORP
+$6.4M
150,000
建仓
ALH
ALLIANCE LAUNDRY HLDGS INC
+$6.1M
300,000
清仓
CHWY
CHEWY INC
-$6.1M
0
-100%
建仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$5.9M
200,000
增持
MIAX
MIAMI INTL HLDGS INC
+$5.7M
400,000
+33%
清仓
GGAL
GRUPO FINANCIERO GALICIA S.A
-$5.5M
0
-100%
建仓
VSEC
VSE CORP
+$5.2M
30,000
清仓
—
FORWARD INDS INC N Y
-$5.0M
0
-100%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$4.7M
100,000
减持
—
ONESTREAM INC
-$4.6M
250,000
-50%
清仓
—
BIRKENSTOCK HOLDING PLC
-$4.5M
0
-100%
减持
—
NIQ GLOBAL INTELLIGENCE PLC
-$4.5M
300,000
-50%
建仓
SYM
SYMBOTIC INC
+$4.5M
75,000
建仓
SHC
SOTERA HEALTH CO
+$4.4M
250,000
清仓
KVYO
KLAVIYO INC
-$4.2M
0
-100%
建仓
GH
GUARDANT HEALTH INC
+$4.1M
40,000
建仓
DRUG
BRIGHT MINDS BIOSCIENCES INC
+$3.9M
50,000
建仓
BBIO
BRIDGEBIO PHARMA INC
+$3.8M
50,000
建仓
APGE
APOGEE THERAPEUTICS INC
+$3.8M
50,000
清仓
—
MAKEMYTRIP LIMITED MAURITIUS
-$3.7M
0
-100%
建仓
XZO
EXZEO GROUP INC
+$3.6M
150,000
建仓
—
VIKING HOLDINGS LTD
+$3.6M
50,000
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$3.5M
50,000
清仓
—
BBB FOODS INC
-$3.4M
0
-100%
建仓
AERO
GRUPO AEROMEXICO SAB DE CV
+$3.3M
150,000
建仓
SYRE
SPYRE THERAPEUTICS INC
+$3.3M
100,000
建仓
BGSI
BOYD GROUP SERVICES INC
+$3.2M
20,000
建仓
VRDN
VIRIDIAN THERAPEUTICS INC
+$3.1M
100,000
建仓
—
MIND MEDICINE MINDMED INC
+$3.0M
225,000
减持
HNGE
HINGE HEALTH INC
-$3.0M
200,000
-20%
建仓
MDU
MDU RES GROUP INC
+$2.9M
150,000
减持
HGV
HILTON GRAND VACATIONS INC
-$2.9M
75,000
-50%
建仓
CAPR
CAPRICOR THERAPEUTICS INC
+$2.9M
100,000
建仓
IRON
DISC MEDICINE INC
+$2.8M
35,000
减持
IDA
IDACORP INC
-$2.8M
20,000
-50%
建仓
—
KESTRA MED TECHNOLOGIES LTD
+$2.7M
100,000
减持
CTRI
CENTURI HOLDINGS INC
-$2.6M
400,000
-33%
清仓
STUB
STUBHUB HLDGS INC
-$2.5M
0
-100%
建仓
NUVL
NUVALENT INC
+$2.5M
25,000
增持
MH
MCGRAW HILL INC
+$2.4M
300,000
+50%
建仓
CBC
CENTRAL BANCOMPANY
+$2.4M
100,000
建仓
KYMR
KYMERA THERAPEUTICS INC
+$2.3M
30,000
建仓
IONQ
IONQ INC
+$2.2M
50,000
增持
NTSK
NETSKOPE INC
-$2.2M
475,000
+3%
建仓
MAZE
MAZE THERAPEUTICS INC
+$2.1M
50,000
建仓
SION
SIONNA THERAPEUTICS INC
+$2.1M
50,000
建仓
BLLN
BILLIONTOONE INC
+$2.0M
25,000
建仓
WLTH
WEALTHFRONT CORP
+$2.0M
150,000
建仓
—
ACTIVATE ENERGY ACQUISITION
+$2.0M
199,693
清仓
—
CHENGHE ACQUISITION III CO
-$2.0M
0
-100%
建仓
SMR
NUSCALE PWR CORP
+$1.8M
125,000
建仓
MPLT
MAPLIGHT THERAPEUTICS INC
+$1.8M
100,000
建仓
STC
STEWART INFORMATION SVCS COR
+$1.8M
25,000
建仓
NAVN
NAVAN INC
+$1.7M
100,000
建仓
—
WAVE LIFE SCIENCES LTD
+$1.7M
100,000
减持
VIA
VIA TRANSN INC
-$1.7M
25,000
-50%
建仓
RDW
REDWIRE CORPORATION
+$1.5M
200,000
建仓
PXED
PHOENIX ED PARTNERS INC
+$1.5M
50,000
清仓
SFNC
SIMMONS 1ST NATL CORP
-$1.4M
0
-100%
建仓
—
SOCIAL COMM PARTNERS CORP
+$1.4M
137,300
清仓
TWFG
TWFG INC
-$1.4M
0
-100%
建仓
BKV
BKV CORP
+$1.4M
50,000
建仓
UPB
UPSTREAM BIO INC
+$1.4M
50,000
建仓
QBTS
D-WAVE QUANTUM INC
+$1.3M
50,000
建仓
EVMN
EVOMMUNE INC
+$1.3M
75,000
建仓
—
CENTESSA PHARMACEUTICALS PLC
+$1.3M
50,000
建仓
COGT
COGENT BIOSCIENCES INC
+$1.2M
35,000
增持
HTFL
HEARTFLOW INC
+$1.2M
100,000
+100%
清仓
GEMI
GEMINI SPACE STA INC
-$1.2M
0
-100%
建仓
RGTI
RIGETTI COMPUTING INC
+$1.1M
50,000
减持
BOW
BOWHEAD SPECIALTY HLDGS INC
-$957.8K
37,500
-50%
建仓
UEC
URANIUM ENERGY CORP
+$876.0K
75,000
建仓
—
TERNS PHARMACEUTICALS INC
+$808.0K
20,000
增持
LOAR
LOAR HOLDINGS INC
+$800.0K
100,000
+33%
建仓
DYN
DYNE THERAPEUTICS INC
+$684.6K
35,000
建仓
FULC
FULCRUM THERAPEUTICS INC
+$565.5K
50,000
清仓
—
DIVERSIFIED ENERGY COMPANY P
-$472.6K
0
-100%
增持
VOYG
VOYAGER TECHNOLOGIES INC
-$405.3K
199,169
+6%