StockDriftsStockDriftsTop 50 Seven Grand Managers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MDLN | MEDLINE INC | 5.8% | 3.65M | $144.0M | +46.04%(+1.15M) | $42.16(-15.22%) | 2026-06-30 | |
| DLR | DIGITAL RLTY TR INC | 4.14% | 572.0K | $102.7M | new | $177.38(+12.18%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.67% | 456.0K | $91.2M | new | $182.63(+23.78%) | 2026-06-30 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 3.51% | 300.0K | $87.2M | +9.09%(+25.00K) | $319.02(-8.53%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.88% | 200.0K | $71.5M | new | $315.43(+9.28%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.85% | 200.0K | $70.7M | new | $313.24(+9.39%) | 2026-06-30 | |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 2.81% | 1.00M | $69.7M | +66.67%(+400.00K) | $40.92(+49.21%) | 2026-06-30 | |
| BIDU | BAIDU INC | 2.3% | 500.0K | $57.1M | new | $110.44(-6.13%) | 2026-06-30 | |
| AEP | AMERICAN ELEC PWR CO INC | 2.2% | 400.0K | $54.7M | new | $121.51(+3.37%) | 2026-06-30 | |
| FANG | DIAMONDBACK ENERGY INC | 2.12% | 300.0K | $52.7M | +0.00%(+0) | $175.39(+15.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +30.66% | +123.08% | — | — | +80.54% |
| Top 20 Holdings Unweighted | +29.83% | +118.83% | — | — | +75.26% |
Seven Grand Managers LLC reports $2.48B in US-listed equity holdings across 176 positions in its most recent 13F filing. Its largest disclosed positions are MDLN (5.8%), DLR (4.1%) and NVDA (3.7%). The top 20 holdings account for 45.27% of reported assets. Its disclosed equity book has returned +123.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seven Grand Managers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909126). View Seven Grand Managers LLC’s 13F filings on SEC