M37 Management LP
- SEC CIK
- 0002056045
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only.
- Positions
- 12
- No filing for Q3 2025
- Portfolio value
- $145.5M
- No filing for Q3 2025
M37 Management LP did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 1,000,000 | $36.9M | 25.4% | – | – | History |
| ORCLOracle Corp | Stock | 100,000 | $19.5M | 13.4% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 50,000 | $15.2M | 10.4% | – | – | History |
| NVDANVIDIA Corp | Stock | 80,000 | $14.9M | 10.3% | – | – | History |
| LITELumentum Holdings Inc. | COM | 30,000 | $11.1M | 7.6% | – | – | History |
| AVGOBroadcom Inc. | Stock | 30,000 | $10.4M | 7.1% | – | – | History |
| MUMicron Technology Inc | Stock | 30,000 | $8.56M | 5.9% | – | – | History |
| VRTVertiv Holdings Co | COM CL A | 50,000 | $8.10M | 5.6% | – | – | History |
| GEVGE Vernova Inc. | Stock | 10,000 | $6.54M | 4.5% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 20,000 | $6.25M | 4.3% | – | – | History |
| RMBSRambus Inc | COM | 50,000 | $4.59M | 3.2% | – | – | History |
| CEGConstellation Energy Corp | Stock | 10,000 | $3.53M | 2.4% | – | – | History |