M37 Management LP
- SEC CIK
- 0002056045
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 9
- −3 vs. Q1 2026
- Portfolio value
- $574.7M
- +$323.8M (+129.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 1,500,000 | $256.3M | 44.6% | +1,500,000 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 200,000 | $95.5M | 16.6% | +50,000+33.3% | Added | History |
| ORCLOracle Corp | Stock | 500,000 | $73.3M | 12.7% | +200,000+66.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 200,000 | $71.5M | 12.4% | +160,000+400.0% | Added | History |
| LITELumentum Holdings Inc. | COM | 30,000 | $25.7M | 4.5% | +10,000+50.0% | Added | History |
| ASMLASML Holding NV | ADR | 10,000 | $19.9M | 3.5% | +10,000 | New | History |
| NBISNebius Group N.V. | Stock | 50,000 | $13.8M | 2.4% | −300,000−85.7% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 10,000 | $11.7M | 2.0% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 50,000 | $6.98M | 1.2% | −900,000−94.7% | Reduced | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| VRTVertiv Holdings Co | COM CL A | 50,000 | $12.5M | 5.0% | History |
| AVGOBroadcom Inc. | Stock | 30,000 | $9.29M | 3.7% | History |
| NVDANVIDIA Corp | Stock | 50,000 | $8.72M | 3.5% | History |
| TSLATesla, Inc. | Stock | 20,000 | $7.43M | 3.0% | History |
| CEGConstellation Energy Corp | Stock | 20,000 | $5.58M | 2.2% | History |