Institutions / M37 Management LP
M37 Management LP
CIK 2056045 · Institution · as of Dec 31, 2025
Portfolio value
$145.52M
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Intel Corp | $36.90M | 25.4% |
| Oracle Corp | $19.49M | 13.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $15.19M | 10.4% |
| NVIDIA Corp | $14.92M | 10.3% |
| Lumentum Hldgs Inc | $11.06M | 7.6% |
| Broadcom Inc. | $10.38M | 7.1% |
| Micron Technology Inc | $8.56M | 5.9% |
| Vertiv Holdings Co | $8.10M | 5.6% |
| GE Vernova Inc. | $6.54M | 4.5% |
| Cadence Design Systems Inc | $6.25M | 4.3% |
| Rambus Inc | $4.59M | 3.2% |
| Constellation Energy Corp | $3.53M | 2.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.