Institutions / SEVEN GRAND MANAGERS, LLC / Holdings

Seven Grand Managers, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
MICROSOFT CORP	—	$63.35M	131,000	4.8%
NASDAQ, Inc.	—	$48.56M	500,000	3.7%
Medline Inc.	—	$48.30M	1,150,000	3.7%
Sandisk Corp	—	$47.48M	200,000	3.6%
ITT INC.	—	$43.38M	250,000	3.3%
T-Mobile US, Inc.TMUS	Common Stock	$40.61M	200,000	3.1%
SoFi Technologies, Inc.	—	$39.27M	1,500,000	3.0%
Medtronic plc	—	$38.42M	400,000	2.9%
COHERENT CORP	—	$36.91M	200,000	2.8%
UL Solutions Inc.	—	$31.54M	400,000	2.4%
HONEYWELL INTERNATIONAL INC	—	$31.41M	161,000	2.4%
Galaxy Digital Inc.	—	$27.95M	1,250,000	2.1%
Legence Corp.	—	$25.82M	600,000	2.0%
Karman Holdings Inc.	—	$25.61M	350,000	2.0%
Restaurant Brands International Inc.QSR	Common Stock	$23.88M	350,000	1.8%
Apple Inc.	—	$23.65M	87,000	1.8%
Archer Aviation Inc.	—	$22.56M	3,000,000	1.7%
Tesla Inc	—	$22.49M	50,000	1.7%
EchoStar CORP	—	$21.74M	200,000	1.7%
Kratos Defense & Security Solutions Inc	—	$18.98M	250,000	1.4%
Kodiak Gas Services, Inc.	—	$18.70M	500,000	1.4%
MIAMI INTERNATIONAL HOLDINGS, INC.MIAX	Common Stock	$17.75M	400,000	1.4%
ServiceTitan, Inc.	—	$15.97M	150,000	1.2%
VeriSign Inc	—	$15.18M	62,500	1.2%
Corebridge Financial, Inc.	—	$15.09M	500,000	1.1%
BROWN & BROWN, INC.	—	$14.94M	187,500	1.1%
AeroVironment Inc	—	$14.51M	60,000	1.1%
Caris Life Sciences, Inc.	—	$13.36M	495,095	1.0%
Joby Aviation, Inc.	—	$13.20M	1,000,000	1.0%
Andersen Group Inc.	—	$12.96M	500,000	1.0%
Palantir Technologies Inc	—	$12.62M	71,000	1.0%
ROLLINS INC	—	$12.00M	200,000	0.9%
Lumexa Imaging Holdings, Inc.LMRI	Common Stock	$11.94M	645,500	0.9%
BrightSpring Health Services, Inc.	—	$11.23M	300,000	0.9%
StandardAero, Inc.SARO	Common Stock	$10.76M	375,000	0.8%
Estee Lauder Cos Inc/The	—	$10.47M	100,000	0.8%
SailPoint, Inc.SAIL	Common Stock	$10.12M	500,000	0.8%
Centuri Holdings, Inc.	—	$10.10M	400,000	0.8%
Circle Internet Group, Inc.CRCL	Common Stock	$9.91M	125,000	0.8%
Waystar Holding Corp.	—	$9.82M	300,000	0.7%
MAREX GROUP PLC	—	$9.59M	250,000	0.7%
Figma, Inc.FIG	Common Stock	$9.34M	250,000	0.7%
Hinge Health, Inc.	—	$9.29M	200,000	0.7%
STARWOOD PROPERTY TRUST, INC.	—	$9.01M	500,000	0.7%
LPL Financial Holdings Inc.	—	$8.93M	25,000	0.7%
BETA Technologies, Inc.BETA	Common Stock	$8.42M	298,557	0.6%
Nebius Group N.V.	—	$8.37M	100,000	0.6%
Netskope Inc	—	$8.33M	475,000	0.6%
O REILLY AUTOMOTIVE INC	—	$8.21M	90,000	0.6%
Figure Technology Solutions, Inc.	—	$8.17M	200,000	0.6%