13F 机构持仓

SEVEN GRAND MANAGERS, LLC

BRONXVILLE NY · SEC CIK 0001909126

2026Q22026Q1 更早 9 个季度 🔒
$14.97亿2026Q1 申报市值
168持仓数
42.8%前十大占比 · 第一大 7.4%
76 / 46新建仓 / 清仓
申报市值走势$24.84亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MDLN 7.4%
LHX 6.3%
ECHO 5.5%
TSLA 4.5%
FANG 4.0%
LRCX 3.8%
AMAT 3.4%
ITT 3.2%
VNOM 2.5%
LGN 2.3%

2026Q1 买入最多 按季末市值估算

LHX 新建仓+$9,491.62万
MDLN 加仓+$6,007.50万
FANG 新建仓+$5,933.70万
ECHO 加仓+$5,853.50万
LRCX 新建仓+$5,640.62万

2026Q1 卖出最多 按季末市值估算

SNDK 减仓-$9,530.10万
TMUS 清仓-$4,060.80万
SOFI 清仓-$3,927.00万
MDT 清仓-$3,842.40万
COHR 清仓-$3,691.40万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
ALHC ALIGNMENT HEALTHCARE INC $264.30万0.18%150,000 150,000— $264.30万 新建仓
BGSI BOYD GROUP SERVICES INC $255.72万0.17%20,000 00.0% — 不变
KYMR KYMERA THERAPEUTICS INC $249.87万0.17%30,000 00.0% — 不变
AXGN AXOGEN INC $248.47万0.17%75,000 75,000— $248.47万 新建仓
GPCR STRUCTURE THERAPEUTICS INC $241.00万0.16%50,000 00.0% — 不变
CBC CENTRAL BANCOMPANY $239.50万0.16%100,000 00.0% — 不变
IRON DISC MEDICINE INC $223.79万0.15%35,000 00.0% — 不变
RLMD RELMADA THERAPEUTICS INC $219.79万0.15%315,788 315,788— $219.79万 新建仓
NTSK NETSKOPE INC $212.25万0.14%250,000 -225,000-47.4% -$191.03万 减仓
AERO GRUPO AEROMEXICO SAB DE CV $210.15万0.14%150,000 00.0% — 不变
AGMB AGOMAB THERAPEUTICS NV $209.80万0.14%200,000 200,000— $209.80万 新建仓
MPLT MAPLIGHT THERAPEUTICS INC $203.30万0.14%100,000 00.0% — 不变
SION SIONNA THERAPEUTICS INC $200.45万0.13%50,000 00.0% — 不变
— KPET ULTRA PACELINE CORP $200.00万0.13%200,000 200,000— $200.00万 新建仓
SYM SYMBOTIC INC $199.50万0.13%37,500 -37,500-50.0% -$199.50万 减仓
KMTS KESTRA MED TECHNOLOGIES LTD $199.30万0.13%100,000 00.0% — 不变
BLLN BILLIONTOONE INC $197.35万0.13%25,000 00.0% — 不变
ZBIO ZENAS BIOPHARMA INC $195.50万0.13%100,000 100,000— $195.50万 新建仓
PTRN PATTERN GROUP INC $186.45万0.12%150,000 00.0% — 不变
AVR ANTERIS TECHNOLOGIES GLOBAL $180.38万0.12%325,000 325,000— $180.38万 新建仓
BOBS BOBS DISC FURNITURE INC $176.25万0.12%150,000 150,000— $176.25万 新建仓
KNTK KINETIK HOLDINGS INC $169.44万0.11%35,000 35,000— $169.44万 新建仓
CMPS COMPASS PATHWAYS PLC $165.90万0.11%300,000 300,000— $165.90万 新建仓
OFRM ONCE UPON A FARM PBC $163.50万0.11%100,000 100,000— $163.50万 新建仓
ERAS ERASCA INC $161.80万0.11%100,000 100,000— $161.80万 新建仓
LFST LIFESTANCE HEALTH GROUP INC $159.25万0.11%250,000 250,000— $159.25万 新建仓
GTY GETTY RLTY CORP NEW $159.00万0.11%50,000 50,000— $159.00万 新建仓
PXED PHOENIX ED PARTNERS INC $157.30万0.11%50,000 00.0% — 不变
— PICS NV $156.75万0.10%150,000 150,000— $156.75万 新建仓
GENB GENERATE BIOMEDICINES INC $156.25万0.10%125,000 125,000— $156.25万 新建仓
SM SM ENERGY COMPANY $155.90万0.10%50,000 50,000— $155.90万 新建仓
MDU MDU RES GROUP INC $155.40万0.10%75,000 -75,000-50.0% -$155.40万 减仓
CTMX CYTOMX THERAPEUTICS INC. $152.75万0.10%325,000 325,000— $152.75万 新建仓
— EXZEO GROUP INC $146.70万0.10%100,000 -50,000-33.3% -$73.35万 减仓
FLOC FLOWCO HLDGS INC $144.20万0.10%70,000 00.0% — 不变
IONQ IONQ INC $144.15万0.10%50,000 00.0% — 不变
SMR NUSCALE PWR CORP $135.50万0.09%125,000 00.0% — 不变
COGT COGENT BIOSCIENCES INC $134.72万0.09%35,000 00.0% — 不变
JCAP JEFFERSON CAPITAL INC $134.61万0.09%70,000 70,000— $134.61万 新建仓
BRCB BLACK ROCK COFFEE BAR INC $129.20万0.09%100,000 00.0% — 不变
CURB CURBLINE PPTYS CORP $128.95万0.09%50,000 50,000— $128.95万 新建仓
BCAX BICARA THERAPEUTICS INC $124.31万0.08%62,500 62,500— $124.31万 新建仓
GPOR GULFPORT ENERGY CORP $105.78万0.07%5,000 5,000— $105.78万 新建仓
SABS SAB BIOTHERAPEUTICS INC $105.33万0.07%275,000 275,000— $105.33万 新建仓
UEC URANIUM ENERGY CORP $101.25万0.07%75,000 00.0% — 不变
INVX INNOVEX INTERNATIONAL INC $97.56万0.07%40,000 40,000— $97.56万 新建仓
LMRI LUMEXA IMAGING HOLDINGS INC $94.60万0.06%110,000 -535,500-83.0% -$460.53万 减仓
NTST NETSTREIT CORP $94.15万0.06%50,000 50,000— $94.15万 新建仓
APC ARKO PETE CORP $89.45万0.06%50,000 50,000— $89.45万 新建仓
INR INFINITY NAT RES INC $88.05万0.06%50,000 00.0% — 不变
HTO H2O AMERICA $88.00万0.06%15,000 15,000— $88.00万 新建仓
BIOA BIOAGE LABS INC $87.45万0.06%50,000 50,000— $87.45万 新建仓
EIKN EIKON THERAPEUTICS INC $84.64万0.06%80,000 80,000— $84.64万 新建仓
BOW BOWHEAD SPECIALTY HLDGS INC $84.11万0.06%37,500 00.0% — 不变
GLUE MONTE ROSA THERAPEUTICS INC $74.03万0.05%45,000 45,000— $74.03万 新建仓
CRVS CORVUS PHARMACEUTICALS INC $73.15万0.05%50,000 50,000— $73.15万 新建仓
— AGI INC $72.70万0.05%100,000 100,000— $72.70万 新建仓
QBTS D-WAVE QUANTUM INC $72.15万0.05%50,000 00.0% — 不变
PUMP PROPETRO HLDG CORP $72.05万0.05%50,000 50,000— $72.05万 新建仓
RGTI RIGETTI COMPUTING INC $70.20万0.05%50,000 00.0% — 不变
WLTH WEALTHFRONT CORP $69.38万0.05%75,000 -75,000-50.0% -$69.38万 减仓
LIFE ETHOS TECHNOLOGIES INC $67.02万0.04%60,000 60,000— $67.02万 新建仓
DYN DYNE THERAPEUTICS INC $63.45万0.04%35,000 00.0% — 不变
LRMR LARIMAR THERAPEUTICS INC $56.25万0.04%125,000 125,000— $56.25万 新建仓
ARWR ARROWHEAD PHARMACEUTICALS IN $47.02万0.03%7,500 7,500— $47.02万 新建仓
AKTS AKTIS ONCOLOGY INC $44.73万0.03%25,000 25,000— $44.73万 新建仓
TEO TELECOM ARGENTINA SA $40.91万0.03%35,000 35,000— $40.91万 新建仓
TMUS T-MOBILE US INC $00.00%0 -200,000-100.0% -$4,060.80万 清仓
SOFI SOFI TECHNOLOGIES INC $00.00%0 -1,500,000-100.0% -$3,927.00万 清仓
MDT MEDTRONIC PLC $00.00%0 -400,000-100.0% -$3,842.40万 清仓
COHR COHERENT CORP $00.00%0 -200,000-100.0% -$3,691.40万 清仓
— HONEYWELL INTL INC $00.00%0 -161,000-100.0% -$3,140.95万 清仓
KRMN KARMAN HLDGS INC $00.00%0 —— — 申报中断
AAPL APPLE INC $00.00%0 -87,000-100.0% -$2,365.18万 清仓
TTAN SERVICETITAN INC $00.00%0 -150,000-100.0% -$1,597.50万 清仓
VRSN VERISIGN INC $00.00%0 -62,500-100.0% -$1,518.44万 清仓
BRO BROWN & BROWN INC $00.00%0 -187,500-100.0% -$1,494.38万 清仓
CAI CARIS LIFE SCIENCES INC $00.00%0 -495,095-100.0% -$1,335.77万 清仓
ROL ROLLINS INC $00.00%0 -200,000-100.0% -$1,200.40万 清仓
EL LAUDER ESTEE COS INC $00.00%0 -100,000-100.0% -$1,047.20万 清仓
HNGE HINGE HEALTH INC $00.00%0 -200,000-100.0% -$929.00万 清仓
STWD STARWOOD PPTY TR INC $00.00%0 -500,000-100.0% -$900.50万 清仓
LPLA LPL FINL HLDGS INC $00.00%0 -25,000-100.0% -$892.92万 清仓
NBIS NEBIUS GROUP N.V. $00.00%0 -100,000-100.0% -$837.05万 清仓
CCC CCC INTELLIGENT SOLUTIONS HL $00.00%0 -1,000,000-100.0% -$795.00万 清仓
SFD SMITHFIELD FOODS INC $00.00%0 -325,000-100.0% -$725.73万 清仓
GFL GFL ENVIRONMENTAL INC $00.00%0 -150,000-100.0% -$644.25万 清仓
AHR AMERICAN HEALTHCARE REIT INC $00.00%0 -100,000-100.0% -$470.60万 清仓
— ONESTREAM INC $00.00%0 -250,000-100.0% -$459.50万 清仓
SHC SOTERA HEALTH CO $00.00%0 -250,000-100.0% -$441.00万 清仓
BBIO BRIDGEBIO PHARMA INC $00.00%0 -50,000-100.0% -$382.45万 清仓
SNPS SYNOPSYS INC $00.00%0 -7,817-100.0% -$367.18万 清仓
OKLO OKLO INC $00.00%0 -50,000-100.0% -$358.80万 清仓
VIK VIKING HOLDINGS LTD $00.00%0 -50,000-100.0% -$357.05万 清仓
HGV HILTON GRAND VACATIONS INC $00.00%0 -75,000-100.0% -$335.62万 清仓
VRDN VIRIDIAN THERAPEUTICS INC $00.00%0 —— — 申报中断
— MIND MEDICINE MINDMED INC $00.00%0 -225,000-100.0% -$301.27万 清仓
HTFL HEARTFLOW INC $00.00%0 -100,000-100.0% -$291.50万 清仓
DLO DLOCAL LTD $00.00%0 -200,000-100.0% -$282.80万 清仓
IDA IDACORP INC $00.00%0 -20,000-100.0% -$253.12万 清仓