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Seven Grand Managers, Llc

správce aktiv · portfolio $2.48 mld. · 176 pozic · zpráva k 30.06.2026

Akciové Pozice zpráva za 30.06.2026, podána 14.08.2026; změna — oproti 31.03.2026 · 249

SpolečnostAkcieHodnota% portfoliaZměna za Čtvrtletí
SPACE EXPLORATION TECHNOLOGI…
US:SPCX
1 770 000$302 mil.12.18%nová
Medline Inc. Class A
US:MDLN
3 651 044$144 mil.5.80%+1 151 044
Digital Realty Trust Inc
US:DLR
572 000$103 mil.4.14%nová
NVIDIA Corporation
US:NVDA
456 000$91.2 mil.3.67%nová
L3Harris Technologies Inc
US:LHX
300 000$87.2 mil.3.51%+25 000
Alphabet Inc.
US:GOOGL
200 000$71.5 mil.2.88%nová
Alphabet Inc.
US:GOOG
200 000$70.7 mil.2.85%nová
BrightSpring Health Services…
US:BTSG
1 000 000$69.7 mil.2.81%+400 000
BAIDU INC
US:BIDU
500 000$57.1 mil.2.30%nová
Cerebras Systems Inc.
US:CBRS
250 000$55.3 mil.2.22%nová
American Electric Power Co I…
US:AEP
400 000$54.7 mil.2.20%nová
Diamondback Energy Inc
US:FANG
300 000$52.7 mil.2.12%—
Legence Corp. Class A
US:LGN
600 000$51.1 mil.2.06%—
Entergy Corporation
US:ETR
400 000$45.9 mil.1.85%nová
INNIO NV
CUSIP N52A8C105
1 050 000$41.5 mil.1.67%nová
Kratos Defense & Security So…
US:KTOS
750 000$37.4 mil.1.51%+650 000
Galaxy Digital Holdings Ltd
US:GLXY
1 250 000$34.2 mil.1.38%—
Forgent Power Solutions, Inc…
US:FPS
550 000$30.7 mil.1.24%+250 000
Life Time Group Holdings Inc
US:LTH
750 000$30.6 mil.1.23%nová
Madison Air Solutions Corpor…
US:MAIR
700 000$27.3 mil.1.10%nová
Kodiak Gas Services, Inc.
US:KGS
350 000$26.3 mil.1.06%+100 000
ITT Inc
US:ITT
125 000$24.7 mil.1.00%−125 000
Arxis, Inc. Class A
US:ARXS
500 000$23.1 mil.0.93%nová
GLOBALFOUNDRIES INC
CUSIP G39387108
250 000$20.6 mil.0.83%—
VSE Corporation
US:VSEC
90 000$20.6 mil.0.83%—
Fervo Energy Company Class A
US:FRVO
700 000$20.5 mil.0.82%nová
Miami International Holdings…
US:MIAX
550 000$20.4 mil.0.82%—
Spyre Therapeutics Inc.
US:SYRE
225 000$20.0 mil.0.80%+125 000
NASDAQ, INC.
US:NDAQ
250 000$19.7 mil.0.79%—
Andersen Group Inc.
US:ANDG
500 000$18.9 mil.0.76%—
TERAWULF INC.
US:WULF
750 000$18.5 mil.0.75%nová
NEKTAR THERAPEUTICS
US:NKTR
240 000$16.8 mil.0.67%+115 000
Quantinuum Inc. Class A
US:QNT
200 000$16.3 mil.0.66%nová
Veradermics, Incorporated
US:MANE
125 000$15.4 mil.0.62%+50 250
UL Solutions Inc.
US:ULS
150 000$15.3 mil.0.62%−50 000
StandardAero, Inc.
US:SARO
500 000$15.0 mil.0.60%−137 500
V2X Inc
US:VVX
200 000$14.9 mil.0.60%+50 000
Super Micro Computer Inc
US:SMCI
500 000$14.7 mil.0.59%nová
NRG Energy Inc.
US:NRG
100 000$14.6 mil.0.59%−75 000
SOLV Energy, Inc. Class A
US:MWH
400 000$13.6 mil.0.55%+250 000
AMER SPORTS INC
CUSIP G0260P102
400 000$13.5 mil.0.54%—
Vishay Intertechnology Inc
US:VSH
248 000$13.3 mil.0.54%nová
APOGEE THERAPEUTICS INC
CUSIP 03770N101
100 000$13.3 mil.0.53%—
AMKOR TECHNOLOGY, INC.
US:AMKR
150 000$12.9 mil.0.52%−100 000
Ingram Micro Holding Corpora…
US:INGM
450 000$12.3 mil.0.50%+250 000
Xometry Inc
US:XMTR
125 000$12.1 mil.0.49%nová
ABIVAX
US:ABVX
90 000$12.0 mil.0.48%+40 000
Viavi Solutions Inc
US:VIAV
250 000$11.9 mil.0.48%nová
Microsoft Corporation
US:MSFT
32 000$11.9 mil.0.48%−39 000
Comfort Systems USA Inc
US:FIX
6 000$11.9 mil.0.48%nová
Corebridge Financial, Inc.
US:CRBG
400 000$11.5 mil.0.46%+150 000
Karman Holdings Inc.
US:KRMN
225 000$11.2 mil.0.45%nová
Viper Energy Ut
US:VNOM
250 000$10.6 mil.0.43%−550 000
Definium Therapeutics, Inc.
US:DFTX
225 000$10.6 mil.0.43%—
Oruka Therapeutics, Inc.
US:ORKA
110 000$10.5 mil.0.42%nová
MDA Space Ltd.
US:MDA
250 000$10.3 mil.0.42%—
MGE Energy Inc
US:MGEE
125 000$10.2 mil.0.41%nová
Target Hospitality Corp
US:TH
500 000$10.2 mil.0.41%nová
Dianthus Therapeutics Inc.
US:DNTH
100 000$9.75 mil.0.39%—
Blackstone Digital Infrastru…
US:BXDC
425 000$9.19 mil.0.37%nová
X-Energy, Inc. Class A
US:XE
500 000$9.18 mil.0.37%nová
Palvella Therapeutics, Inc
US:PVLA
60 000$9.17 mil.0.37%—
WaterBridge Infrastructure L…
US:WBI
250 000$8.57 mil.0.34%—
Bright Minds Biosciences Inc
US:DRUG
120 000$8.42 mil.0.34%—
Guardian Pharmacy Services,…
US:GRDN
200 000$8.37 mil.0.34%—
Palantir Technologies Inc.
US:PLTR
71 000$8.28 mil.0.33%—
Voyager Technologies, Inc.
US:VOYG
250 000$8.06 mil.0.32%—
Loar Holdings Inc.
US:LOAR
100 000$8.06 mil.0.32%—
Alliance Laundry Holdings In…
US:ALH
300 000$7.96 mil.0.32%—
Fluence Energy Inc
US:FLNC
400 000$7.95 mil.0.32%nová
LandBridge Company LLC
US:LB
100 000$7.92 mil.0.32%—
DPC HOLDINGS PLC
CUSIP G2R11M108
160 000$7.85 mil.0.32%nová
Revolution Medicines, Inc.
US:RVMD
40 000$7.49 mil.0.30%nová
Firefly Aerospace Inc.
US:FLY
250 000$7.35 mil.0.30%+100 000
ERock, Inc.
US:EROC
500 000$7.25 mil.0.29%nová
Cytokinetics Inc
US:CYTK
85 000$7.24 mil.0.29%nová
Janus Living, Inc.
US:JAN
250 000$7.19 mil.0.29%nová
GMR Solutions Inc.
US:GMRS
450 000$6.96 mil.0.28%nová
Applied Aerospace & Defense,…
US:AADX
300 000$6.83 mil.0.28%nová
JOBY AVIATION INC
CUSIP G65163100
750 000$6.69 mil.0.27%−1 000 000
Bel Fuse A Inc
US:BELFB
20 000$6.66 mil.0.27%nová
ADT Inc
US:ADT
1 000 000$6.50 mil.0.26%+500 000
Neptune Insurance Holdings I…
US:NP
200 000$6.30 mil.0.25%nová
AEVEX Corp.
US:AVEX
300 000$6.27 mil.0.25%nová
BBB FOODS INC
CUSIP G0896C103
150 000$6.25 mil.0.25%nová
Symbotic Inc
US:SYM
137 500$6.18 mil.0.25%+100 000
Figure Technology Solutions,…
US:FIGR
200 000$6.14 mil.0.25%—
Circle Internet Group, Inc.
US:CRCL
96 875$6.07 mil.0.24%−28 125
EquipmentShare.com Inc Class…
US:EQPT
300 000$5.90 mil.0.24%—
PDF Solutions Inc
US:PDFS
75 000$5.31 mil.0.21%nová
HawkEye 360, Inc.
US:HAWK
250 000$5.06 mil.0.20%nová
Beta Technologies, Inc.
US:BETA
300 000$5.03 mil.0.20%+1 443
ARES ACQUISITION CORP III
CUSIP G3303U112
500 000$5.03 mil.0.20%nová
Select Water Solutions, Inc.
US:WTTR
250 000$5.00 mil.0.20%—
Redwire Corp
US:RDW
400 000$4.89 mil.0.20%—
Seaport Therapeutics, Inc.
US:SPTX
225 000$4.89 mil.0.20%nová
Kardigan, Inc.
US:KARD
200 000$4.77 mil.0.19%nová
Tango Therapeutics, Inc.
US:TNGX
150 000$4.69 mil.0.19%nová
Xenon Pharmaceuticals Inc
US:XENE
75 000$4.53 mil.0.18%—
PayPay Corporation American…
US:PAYP
300 000$4.30 mil.0.17%+8 000
Compass Pathways Plc
US:CMPS
300 000$4.25 mil.0.17%—
Alamar Biosciences, Inc.
US:ALMR
150 000$4.06 mil.0.16%nová
PureCycle Technologies, Inc.
US:PCT
500 000$4.06 mil.0.16%nová
Kailera Therapeutics, Inc.
US:KLRA
175 000$3.86 mil.0.16%nová
ALPHABET INC
CUSIP 02079K404
75 000$3.82 mil.0.15%nová
Pattern Group Inc. Series A
US:PTRN
150 000$3.78 mil.0.15%—
ALPHABET INC
CUSIP 02079K602
75 000$3.77 mil.0.15%nová
SailPoint, Inc.
US:SAIL
250 000$3.66 mil.0.15%−250 000
OGE Energy Corporation
US:OGE
75 000$3.65 mil.0.15%—
Liftoff Mobile, Inc.
US:LFTO
150 000$3.60 mil.0.15%nová
MapLight Therapeutics, Inc.
US:MPLT
100 000$3.58 mil.0.14%—
Lincoln International, Inc.
US:LCLN
150 000$3.58 mil.0.14%nová
Enliven Therapeutics Inc.
US:ELVN
70 000$3.55 mil.0.14%nová
Archer Aviation Inc.
US:ACHR
750 000$3.55 mil.0.14%−750 000
Kymera Therapeutics Inc
US:KYMR
30 000$3.44 mil.0.14%—
EagleRock Land, LLC
US:EROK
150 000$3.19 mil.0.13%nová
Chime Financial, Inc. Class…
US:CHYM
150 000$3.07 mil.0.12%—
Yesway, Inc. Class A
US:YSWY
150 000$3.05 mil.0.12%nová
Central Bancompany, Inc. Cla…
US:CBC
100 000$3.04 mil.0.12%—
BillionToOne, Inc. Class A
US:BLLN
25 000$3.00 mil.0.12%—
Whirlpool Corporation
US:WHR
75 000$2.96 mil.0.12%−75 000
HealthCare Inc
US:NHP
200 000$2.93 mil.0.12%nová
Aeva Technologies, Inc.
US:AEVA
100 000$2.87 mil.0.12%nová
HMH Holding Inc. Class A
US:HMH
150 000$2.81 mil.0.11%nová
Trevi Therapeutics Inc
US:TRVI
150 000$2.80 mil.0.11%nová
WhiteHawk Minerals Corp.
US:WHK
100 000$2.78 mil.0.11%nová
Grupo Aeroméxico S.A.B. de C…
US:AERO
150 000$2.70 mil.0.11%—
Structure Therapeutics Inc.…
US:GPCR
50 000$2.68 mil.0.11%—
Immix Biopharma Inc
US:IMMX
255 000$2.63 mil.0.11%nová
Disc Medicine Inc.
US:IRON
35 000$2.56 mil.0.10%—
KESTRA MED TECHNOLOGIES LTD
CUSIP G52441105
100 000$2.54 mil.0.10%—
Zenas BioPharma, Inc.
US:ZBIO
100 000$2.54 mil.0.10%—
Avalyn Pharma Inc.
US:AVLN
75 000$2.47 mil.0.10%nová
Crescent Energy Co
US:CRGY
250 000$2.46 mil.0.10%nová
Bob's Discount Furniture, In…
US:BOBS
150 000$2.37 mil.0.10%—
Tetra Technologies Inc
US:TTI
200 000$2.27 mil.0.09%nová
Jade Biosciences, Inc.
US:JBIO
100 000$2.22 mil.0.09%nová
Sionna Therapeutics, Inc.
US:SION
50 000$2.20 mil.0.09%—
Relmada Therapeutics Inc
US:RLMD
315 788$2.19 mil.0.09%—
Generate Biomedicines, Inc.
US:GENB
125 000$2.11 mil.0.08%—
Once Upon a Farm, PBC
US:OFRM
100 000$2.05 mil.0.08%—
Ideaya Biosciences Inc
US:IDYA
50 000$1.86 mil.0.08%nová
Celldex Therapeutics Inc
US:CLDX
50 000$1.86 mil.0.07%nová
Bicara Therapeutics Inc.
US:BCAX
62 500$1.86 mil.0.07%—
Erasca Inc
US:ERAS
100 000$1.83 mil.0.07%—
Artiva Biotherapeutics, Inc.
US:ARTV
175 000$1.70 mil.0.07%nová
PICS NV
CUSIP N69958101
150 000$1.59 mil.0.06%—
Relay Therapeutics Inc
US:RLAY
85 000$1.59 mil.0.06%nová
Robinhood Markets, Inc.
US:HOOD
14 333$1.44 mil.0.06%nová
Forbright, Inc. Class A
US:FRBT
75 000$1.37 mil.0.06%nová
Cogent Biosciences Inc
US:COGT
35 000$1.35 mil.0.05%—
Lumexa Imaging Holdings, Inc…
US:LMRI
110 000$1.24 mil.0.05%—
York Space Systems Inc.
US:YSS
50 000$1.23 mil.0.05%−100 000
BioAge Labs, Inc
US:BIOA
50 000$1.23 mil.0.05%—
Evommune, Inc.
US:EVMN
90 568$1.20 mil.0.05%−74 102
Hemab Therapeutics Holdings,…
US:COAG
30 000$1.10 mil.0.04%nová
Monte Rosa Therapeutics Inc
US:GLUE
45 000$1.09 mil.0.04%—
Ethos Technologies Inc. Clas…
US:LIFE
60 000$1.09 mil.0.04%—
Suja Life, Inc. Class A
US:SUJA
100 000$1.02 mil.0.04%nová
Odyssey Therapeutics, Inc.
US:ODTX
50 000$936 tis.0.04%nová
Viridian Therapeutics Inc
US:VRDN
50 000$919 tis.0.04%nová
INVENTIVA
US:IVA
225 000$851 tis.0.03%nová
Black Rock Coffee Bar, Inc.…
US:BRCB
100 000$829 tis.0.03%—
Aktis Oncology, Inc.
US:AKTS
25 000$806 tis.0.03%—
Dyne Therapeutics Inc
US:DYN
35 000$777 tis.0.03%—
Corvus Pharmaceuticals Inc
US:CRVS
50 000$747 tis.0.03%—
STMicroelectronics NV ADR
US:STM
9 869$739 tis.0.03%nová
AGI INC
CUSIP G0118C105
100 000$708 tis.0.03%—
AgomAb Therapeutics NV Ameri…
US:AGMB
47 600$618 tis.0.02%−152 400
Capricor Therapeutics Inc
US:CAPR
25 000$602 tis.0.02%−75 000
NeoGenomics Inc
US:NEO
35 307$515 tis.0.02%nová
Parabilis Medicines, Inc.
US:PBLS
10 000$274 tis.0.01%nová
Anteris Technologies Global…
US:AVR
25 000$246 tis.0.01%−300 000
Eloxx Pharmaceuticals, Inc.
US:ELOX
10 000$139 tis.0.01%nová
InMed Pharmaceuticals Inc
US:INM
25 000$38.8 tis.0.00%nová
Adaptive Biotechnologies Cor…
US:ADPT
10 370$22.4 tis.0.00%nová
Infinity Natural Resources,…
US:INR
0 (bylo 50 000)——prodána
Northern Oil & Gas Inc
US:NOG
0 (bylo 250 000)——prodána
Bowhead Specialty Holdings I…
US:BOW
0 (bylo 37 500)——prodána
Tesla, Inc.
US:TSLA
0 (bylo 180 000)——prodána
Innovex International, Inc
US:INVX
0 (bylo 40 000)——prodána
Nuscale Power Corp
US:SMR
0 (bylo 125 000)——prodána
Boyd Group Services Inc.
US:BGSI
0 (bylo 20 000)——prodána
Uranium Energy Corp
US:UEC
0 (bylo 75 000)——prodána
IONQ Inc
US:IONQ
0 (bylo 50 000)——prodána
O’Reilly Automotive Inc
US:ORLY
0 (bylo 90 000)——prodána
Centuri Holdings, Inc.
US:CTRI
0 (bylo 200 000)——prodána
USA Rare Earth, Inc.
US:USAR
0 (bylo 262 500)——prodána
Jefferson Capital, Inc.
US:JCAP
0 (bylo 70 000)——prodána
Permian Resources Corporatio…
US:PR
0 (bylo 250 000)——prodána
Curbline Properties Corp.
US:CURB
0 (bylo 50 000)——prodána
Vista Oil & Gas S.A.B. de C.…
US:VIST
0 (bylo 150 000)——prodána
Lam Research Corp
US:LRCX
0 (bylo 264 000)——prodána
Phoenix Education Partners,…
US:PXED
0 (bylo 50 000)——prodána
CytomX Therapeutics Inc
US:CTMX
0 (bylo 325 000)——prodána
W P Carey Inc
US:WPC
0 (bylo 150 000)——prodána
Larimar Therapeutics Inc
US:LRMR
0 (bylo 125 000)——prodána
Ast Spacemobile Inc
US:ASTS
0 (bylo 100 000)——prodána
Portland General Electric Co
US:POR
0 (bylo 100 000)——prodána
D-Wave Quantum Inc.
US:QBTS
0 (bylo 50 000)——prodána
Waystar Holding Corp.
US:WAY
0 (bylo 300 000)——prodána
LATAM Airlines Group S.A
US:LTM
0 (bylo 200 000)——prodána
AeroVironment Inc
US:AVAV
0 (bylo 75 000)——prodána
ProPetro Holding Corp
US:PUMP
0 (bylo 50 000)——prodána
EchoStar Corporation
US:ECHO
0 (bylo 700 000)——prodána
Wealthfront Corporation
US:WLTH
0 (bylo 75 000)——prodána
LifeStance Health Group, Inc…
US:LFST
0 (bylo 250 000)——prodána
Air Products and Chemicals I…
US:APD
0 (bylo 25 000)——prodána
Remitly Global Inc
US:RELY
0 (bylo 350 000)——prodána
Eikon Therapeutics, Inc.
US:EIKN
0 (bylo 80 000)——prodána
ACCELERANT HOLDINGS
CUSIP G00894108
0 (bylo 200 000)——prodána
BULLISH
CUSIP G16910120
0 (bylo 150 000)——prodána
Lineage, Inc.
US:LINE
0 (bylo 200 000)——prodána
Alignment Healthcare LLC
US:ALHC
0 (bylo 150 000)——prodána
Restaurant Brands Internatio…
US:QSR
0 (bylo 175 000)——prodána
Ellington Financial Inc.
US:EFC
0 (bylo 300 000)——prodána
ETORO GROUP LTD
CUSIP G32089107
0 (bylo 100 000)——prodána
MDU Resources Group Inc
US:MDU
0 (bylo 75 000)——prodána
Kinetik Holdings Inc.
US:KNTK
0 (bylo 35 000)——prodána
Rigetti Computing Inc
US:RGTI
0 (bylo 50 000)——prodána
Essential Properties Realty…
US:EPRT
0 (bylo 250 000)——prodána
KPET ULTRA PACELINE CORP
CUSIP G53157122
0 (bylo 200 000)——prodána
Magnolia Oil & Gas Corp
US:MGY
0 (bylo 150 000)——prodána
Applied Materials Inc
US:AMAT
0 (bylo 150 000)——prodána
SAB Biotherapeutics Inc
US:SABS
0 (bylo 275 000)——prodána
Exzeo Group, Inc.
US:XZO
0 (bylo 100 000)——prodána
KYIVSTAR GROUP LTD
CUSIP G5331N101
0 (bylo 400 000)——prodána
McGraw Hill, Inc.
US:MH
0 (bylo 300 000)——prodána
ARKO Petroleum Corp.
US:APC
0 (bylo 50 000)——prodána
H2O America
US:HTO
0 (bylo 15 000)——prodána
Figma, Inc.
US:FIG
0 (bylo 250 000)——prodána
MAREX GROUP PLC
CUSIP G5S37H101
0 (bylo 125 000)——prodána
Metropolitan Bank Holding
US:MCB
0 (bylo 40 000)——prodána
Arrowhead Pharmaceuticals In…
US:ARWR
0 (bylo 7 500)——prodána
SM Energy Co
US:SM
0 (bylo 50 000)——prodána
Flowco Holdings Inc.
US:FLOC
0 (bylo 70 000)——prodána
NIQ GLOBAL INTELLIGENCE PLC
CUSIP G63755105
0 (bylo 300 000)——prodána
MiniMed Group, Inc.
US:MMED
0 (bylo 200 000)——prodána
Axogen Inc
US:AXGN
0 (bylo 75 000)——prodána
Sandisk Corp
US:SNDK
0 (bylo 50 000)——prodána
Getty Realty Corporation
US:GTY
0 (bylo 50 000)——prodána
Guardant Health Inc
US:GH
0 (bylo 40 000)——prodána
Netskope Inc
US:NTSK
0 (bylo 250 000)——prodána
BKV Corp
US:BKV
0 (bylo 200 000)——prodána
QXO, Inc.
US:QXO
0 (bylo 250 000)——prodána
GULFPORT ENERGY CORP
US:GPOR
0 (bylo 5 000)——prodána
Netstreit Corp
US:NTST
0 (bylo 50 000)——prodána
Banc of California, Inc.
US:BANC
0 (bylo 300 000)——prodána
Telecom Argentina S.A
US:TEO
0 (bylo 35 000)——prodána

Ve společnostech z naší databáze 1

SpolečnostPodílAkcieDatum Zprávy
Eloxx Pharmaceuticals, Inc.0.32%10 0002026-06-30
reklama