§ 13F · FUND PROFILE
M37 Management LP.
AUM · $575M (13F)Positions · 9Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 1.50M | $256M | — | — |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 200K | $96M | — | — |
| 3 | ORCL | ORACLE CORP | 500K | $73M | — | — |
| 4 | GOOGL | ALPHABET INC | 200K | $71M | — | — |
| 5 | LITE | LUMENTUM HLDGS INC | 30K | $26M | — | — |
| 6 | ASML | ASML HLDG NV | 10K | $20M | — | — |
| 7 | NBIS | NEBIUS GROUP N.V. | 50K | $14M | — | — |
| 8 | GEV | GE VERNOVA INC | 10K | $12M | — | — |
| 9 | INTC | INTEL CORP | 50K | $7M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE M37 SIGNAL
AC read
M37 Management LP is a Other fund managing $575 million in assets. The fund runs a focused portfolio of just 9 positions.
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