M37 Management LP
10 holdingsFiling period: 2026-06-30Current AUM: $724.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 1.50M | $256.3M | $215.2M | 29.69% | -- | 2026-06-30 |
| 2 | SPCX | SPACE EXPLORATION TECHN CORP | 1.50M | $256.3M | $215.2M | 29.69% | -- | 2026-06-30 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 200.0K | $95.5M | $82.8M | 11.41% | +50.0K | 2026-06-30 |
| 4 | ORCL | ORACLE CORP | 500.0K | $73.3M | $70.2M | 9.68% | +200.0K | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC | 200.0K | $71.5M | $69.0M | 9.52% | +160.0K | 2026-06-30 |
| 6 | LITE | LUMENTUM HLDGS INC | 30.0K | $25.7M | $25.2M | 3.47% | +10.0K | 2026-06-30 |
| 7 | — | ASML HLDG NV | 10.0K | $19.9M | $19.9M | 2.74% | -- | 2026-06-30 |
| 8 | — | NEBIUS GROUP N.V. | 50.0K | $13.8M | $13.8M | 1.90% | -300,000 | 2026-06-30 |
| 9 | GEV | GE VERNOVA INC | 10.0K | $11.7M | $8.8M | 1.22% | -- | 2026-06-30 |
| 10 | INTC | INTEL CORP | 50.0K | $7.0M | $4.9M | 0.67% | -900,000 | 2026-06-30 |
← Scroll →