M37 Management LP
Q1 2026 13F Holdings
- Locationmenlo park, CA
- Num holdings
12
- Value ($000)
$250,906
- Date Filed 05/15/2026
- Form type13F-HR
- CIK 0002056045
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | $50.69M | 20 % | 150,000 | ||
ORACLE CORP | COM | 68389X105 | $44.13M | 18 % | 300,000 | ||
INTEL CORP | COM | 458140100 | $41.92M | 17 % | 950,000 | ||
NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | $36.32M | 15 % | 350,000 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | $14.06M | 6 % | 20,000 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | $12.53M | 5 % | 50,000 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $11.5M | 5 % | 40,000 | ||
BROADCOM INC | COM | 11135F101 | $9.29M | 4 % | 30,000 | ||
GE VERNOVA INC | COM | 36828A101 | $8.73M | 4 % | 10,000 | ||
NVIDIA CORPORATION | COM | 67066G104 | $8.72M | 4 % | 50,000 |
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