M37 Management LP
- SEC CIK
- 0002056045
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 9
- −3 vs. Q1 2026
- Total value
- $574.73M
- +$323.82M (+129.1%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | CLASS A COM STK | 1,500,000 | $256.29M | 44.59% | +1,500,000 | New | View |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 200,000 | $95.51M | 16.62% | +50,000+33.3% | Added | View |
| ORCLORACLE CORP COM | Stock | 500,000 | $73.28M | 12.75% | +200,000+66.7% | Added | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 200,000 | $71.47M | 12.44% | +160,000+400.0% | Added | View |
| LITELUMENTUM HLDGS INC | COM | 30,000 | $25.74M | 4.48% | +10,000+50.0% | Added | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 10,000 | $19.89M | 3.46% | +10,000 | New | View |
| NBISNEBIUS GROUP N.V. SHS CLASS A | Stock | 50,000 | $13.81M | 2.40% | −300,000−85.7% | Reduced | View |
| GEVGE VERNOVA INC COM | Stock | 10,000 | $11.75M | 2.04% | 00.0% | Unchanged | View |
| INTCINTEL CORP COM | Stock | 50,000 | $6.98M | 1.21% | −900,000−94.7% | Reduced | View |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| VRTVERTIV HOLDINGS CO | COM CL A | 50,000 | $12.53M | 4.99% |
| AVGOBROADCOM INC COM | Stock | 30,000 | $9.29M | 3.70% |
| NVDANVIDIA CORPORATION COM | Stock | 50,000 | $8.72M | 3.48% |
| TSLATESLA INC COM | Stock | 20,000 | $7.44M | 2.96% |
| CEGCONSTELLATION ENERGY CORP COM | Stock | 20,000 | $5.59M | 2.23% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 9 | $574.73M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 12 | $250.91M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 12 | $145.52M | – | SEC |