HoldingsChannel.com
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size ($ in 1000's) |
|---|---|---|---|
 GALAXY DIGITAL INC. |
2,000,000 | +750,000 | $67,620 |
| GLXY | 2,000,000 | +750,000 | $67,620 |
| T MOBILE US INC |
200,000 | +200,000 | $47,876 |
| TMUS | 200,000 | +200,000 | $47,876 |
| MCKESSON CORP |
60,000 | +60,000 | $46,352 |
| MCK | 60,000 | +60,000 | $46,352 |
| KRATOS DEFENSE & SEC SOLUTIO |
500,000 | UNCH | $45,685 |
| KTOS | 500,000 | UNCH | $45,685 |
| NASDAQ INC |
500,000 | UNCH | $44,225 |
| NDAQ | 500,000 | UNCH | $44,225 |
| MICROSOFT CORP |
75,000 | -47,793 | $38,846 |
| MSFT | 75,000 | -47,793 | $38,846 |
| MEDTRONIC PLC |
400,000 | +400,000 | $38,096 |
| MDT | 400,000 | +400,000 | $38,096 |
| AEROVIRONMENT INC |
120,000 | +120,000 | $37,787 |
| AVAV | 120,000 | +120,000 | $37,787 |
| BROWN & BROWN INC |
375,000 | -375,000 | $35,171 |
| BRO | 375,000 | -375,000 | $35,171 |
| VERISIGN INC |
125,000 | +125,000 | $34,946 |
| VRSN | 125,000 | +125,000 | $34,946 |
| SANDISK CORP |
300,000 | +300,000 | $33,660 |
| SNDK | 300,000 | +300,000 | $33,660 |
| APPLE INC |
125,000 | +85,000 | $31,829 |
| AAPL | 125,000 | +85,000 | $31,829 |
| MOBILEYE GLOBAL INC |
2,000,000 | +2,000,000 | $28,240 |
| MBLY | 2,000,000 | +2,000,000 | $28,240 |
| TAKE TWO INTERACTIVE SOFTWAR |
100,000 | UNCH | $25,836 |
| TTWO | 100,000 | UNCH | $25,836 |
| ELBIT SYS LTD |
50,000 | +25,000 | $25,490 |
| ESLT | 50,000 | +25,000 | $25,490 |
| KARMAN HLDGS INC |
350,000 | UNCH | $25,270 |
| KRMN | 350,000 | UNCH | $25,270 |
| NEBIUS GROUP N.V. |
200,000 | +200,000 | $22,454 |
| NBIS | 200,000 | +200,000 | $22,454 |
| SOFI TECHNOLOGIES INC |
750,000 | +750,000 | $19,815 |
| SOFI | 750,000 | +750,000 | $19,815 |
| STARWOOD PPTY TR INC |
1,000,000 | +1,000,000 | $19,370 |
| STWD | 1,000,000 | +1,000,000 | $19,370 |
| CIRCLE INTERNET GROUP INC |
125,000 | +125,000 | $16,572 |
| CRCL | 125,000 | +125,000 | $16,572 |
| COREBRIDGE FINL INC |
500,000 | +500,000 | $16,025 |
| CRBG | 500,000 | +500,000 | $16,025 |
| NORFOLK SOUTHN CORP |
51,000 | +51,000 | $15,321 |
| NSC | 51,000 | +51,000 | $15,321 |
| SERVICETITAN INC |
150,000 | -120,000 | $15,124 |
| TTAN | 150,000 | -120,000 | $15,124 |
| UL SOLUTIONS INC |
200,000 | -50,000 | $14,172 |
| ULS | 200,000 | -50,000 | $14,172 |
| SPX TECHNOLOGIES INC |
75,000 | +75,000 | $14,008 |
| SPXC | 75,000 | +75,000 | $14,008 |
| CARETRUST REIT INC |
400,000 | +400,000 | $13,872 |
| CTRE | 400,000 | +400,000 | $13,872 |
| MP MATERIALS CORP |
200,000 | +200,000 | $13,414 |
| MP | 200,000 | +200,000 | $13,414 |
| FIGMA INC |
250,000 | +250,000 | $12,968 |
| FIG | 250,000 | +250,000 | $12,968 |
| PALANTIR TECHNOLOGIES INC |
71,000 | +71,000 | $12,952 |
| PLTR | 71,000 | +71,000 | $12,952 |
| CENTURI HOLDINGS INC |
600,000 | +600,000 | $12,702 |
| CTRI | 600,000 | +600,000 | $12,702 |
| LEGENCE CORP |
400,000 | +400,000 | $12,324 |
| LGN | 400,000 | +400,000 | $12,324 |
| APPLIED MATLS INC |
60,000 | +60,000 | $12,284 |
| AMAT | 60,000 | +60,000 | $12,284 |
| HINGE HEALTH INC |
250,000 | UNCH | $12,270 |
| HNGE | 250,000 | UNCH | $12,270 |
| LIVE NATION ENTERTAINMENT IN |
75,000 | -75,000 | $12,255 |
| LYV | 75,000 | -75,000 | $12,255 |
| MIAMI INTL HLDGS INC |
300,000 | +300,000 | $12,078 |
| MIAX | 300,000 | +300,000 | $12,078 |
| WORKDAY INC |
50,000 | +50,000 | $12,036 |
| WDAY | 50,000 | +50,000 | $12,036 |
| WAYSTAR HLDG CORP |
300,000 | -300,000 | $11,376 |
| WAY | 300,000 | -300,000 | $11,376 |
| OKLO INC |
100,000 | -100,000 | $11,163 |
| OKLO | 100,000 | -100,000 | $11,163 |
| PRIMO BRANDS CORPORATION |
500,000 | -1,500,000 | $11,050 |
| PRMB | 500,000 | -1,500,000 | $11,050 |
| SAILPOINT INC |
500,000 | UNCH | $11,040 |
| SAIL | 500,000 | UNCH | $11,040 |
| NETSKOPE INC |
463,000 | +463,000 | $10,524 |
| NTSK | 463,000 | +463,000 | $10,524 |
| STANDARDAERO INC |
375,000 | -375,000 | $10,234 |
| SARO | 375,000 | -375,000 | $10,234 |
| OREILLY AUTOMOTIVE INC |
90,000 | UNCH | $9,703 |
| ORLY | 90,000 | UNCH | $9,703 |
| BULLISH |
150,000 | +150,000 | $9,542 |
| BLSH | 150,000 | +150,000 | $9,542 |
| NIQ GLOBAL INTELLIGENCE PLC |
600,000 | +600,000 | $9,420 |
| NIQ | 600,000 | +600,000 | $9,420 |
| ONESTREAM INC |
500,000 | -350,000 | $9,215 |
| OS | 500,000 | -350,000 | $9,215 |
| CLEARWATER ANALYTICS HLDGS I |
500,000 | -167,103 | $9,010 |
| CWAN | 500,000 | -167,103 | $9,010 |
| NEWS CORP NEW |
250,000 | +250,000 | $8,638 |
| NWS | 250,000 | +250,000 | $8,638 |
| TRANSOCEAN LTD |
2,750,000 | +2,750,000 | $8,580 |
| RIG | 2,750,000 | +2,750,000 | $8,580 |
| MAREX GROUP PLC |
250,000 | -196,374 | $8,405 |
| MRX | 250,000 | -196,374 | $8,405 |
See Full List: All Stocks Held By Seven Grand Managers LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Seven Grand Managers LLC
|
Size ($ in 1000's)
At 09/30/2025: $1,233,178 At 06/30/2025: $836,280 Seven Grand Managers LLC AUM history Seven Grand Managers LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Seven Grand Managers LLC 13F filings. Link to 13F filings: SEC filings |
