M37 Management LP
12 holdingsFiling period: 2026-03-31Current AUM: $305.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 150.0K | $50.7M | $60.6M | 19.86% | +100.0K | 2026-03-31 |
| 2 | ORCL | ORACLE CORP | 300.0K | $44.1M | $39.0M | 12.76% | +200.0K | 2026-03-31 |
| 3 | INTC | INTEL CORP | 950.0K | $41.9M | $85.7M | 28.07% | -50,000 | 2026-03-31 |
| 4 | — | NEBIUS GROUP N.V. | 350.0K | $36.3M | $36.3M | 11.90% | -- | 2026-03-31 |
| 5 | LITE | LUMENTUM HLDGS INC | 20.0K | $14.1M | $14.3M | 4.68% | -10,000 | 2026-03-31 |
| 6 | VRT | VERTIV HOLDINGS CO | 50.0K | $12.5M | $12.1M | 3.96% | -- | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 40.0K | $11.5M | $14.2M | 4.67% | -- | 2026-03-31 |
| 8 | AVGO | BROADCOM INC | 30.0K | $9.3M | $11.7M | 3.83% | -- | 2026-03-31 |
| 9 | GEV | GE VERNOVA INC | 10.0K | $8.7M | $9.9M | 3.24% | -- | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 50.0K | $8.7M | $10.0M | 3.29% | -30,000 | 2026-03-31 |
| 11 | TSLA | TESLA INC | 20.0K | $7.4M | $6.2M | 2.04% | -- | 2026-03-31 |
| 12 | CEG | CONSTELLATION ENERGY CORP | 20.0K | $5.6M | $5.3M | 1.72% | +10.0K | 2026-03-31 |
← Scroll →