M37 Management LP
10 holdingsFiling period: 2026-06-30Current AUM: $723.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPCX | Space Exploration Techn Corp | 1.50M | $256.3M | $220.3M | 30.47% | -- | 2026-06-30 |
| 2 | SPCX | Space Exploration Techn Corp | 1.50M | $256.3M | $220.3M | 30.47% | -- | 2026-06-30 |
| 3 | TSM | Taiwan Semiconductor Manufac | 200.0K | $95.5M | $84.9M | 11.73% | +50.0K | 2026-06-30 |
| 4 | ORCL | Oracle Corp | 500.0K | $73.3M | $63.0M | 8.71% | +200.0K | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 200.0K | $71.5M | $63.4M | 8.76% | +160.0K | 2026-06-30 |
| 6 | LITE | Lumentum Hldgs Inc | 30.0K | $25.7M | $24.5M | 3.39% | +10.0K | 2026-06-30 |
| 7 | — | Asml Hldg NV | 10.0K | $19.9M | $19.9M | 2.75% | -- | 2026-06-30 |
| 8 | — | Nebius Group N.V. | 50.0K | $13.8M | $13.8M | 1.91% | -300,000 | 2026-06-30 |
| 9 | GEV | GE Vernova Inc | 10.0K | $11.7M | $8.6M | 1.18% | -- | 2026-06-30 |
| 10 | INTC | Intel Corp | 50.0K | $7.0M | $4.5M | 0.63% | -900,000 | 2026-06-30 |
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