M37 Management LP
CIK 2056045
13F filing for Q2 2026・No. 3,597
- Holdings
- US$574.73M
- Quarter change
- +US$323.82M
- Entries
- 9
- Net bought (estimate)
- +US$223.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 5
- Cut 2
- Added 4
- Corporate actions 0
- Unchanged 1
Largest holdings
9 stocks worth US$574.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | New | 1,500,000 | US$256.29M | 44.59% |
| TSMTSMC ADRSPONSORED ADS | Added | 200,000 | US$95.51M | 16.62% |
| ORCLORACLE CORPCOM | Added | 500,000 | US$73.28M | 12.75% |
| GOOGLAlphabetCAP STK CL A | Added | 200,000 | US$71.47M | 12.44% |
| LITELUMENTUM HLDGS INCCOM | Added | 30,000 | US$25.74M | 4.48% |
| ASMLASML HLDG NVN Y REGISTRY SHS | New | 10,000 | US$19.89M | 3.46% |
| NBISNEBIUS GROUP N.V.SHS CLASS A | CutSplit 1:6 | 50,000 | US$13.81M | 2.40% |
| GEVGE VERNOVA INCCOM | Unchanged | 10,000 | US$11.75M | 2.04% |
| INTCINTEL CORPCOM | Cut | 50,000 | US$6.98M | 1.21% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.