M37 Management LP reported 9 holdings worth US$575M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
M37 Management LP reported 9 holdings worth US$575M as of Jun 30, 2026. Largest: Space Exploration Technologies Corp, Taiwan Semiconductor Manufacturing Co., Ltd. and Oracle Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 9
- Value as reported
- US$575M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Space Exploration Technologies Corp | 1.5M | US$256M | 44.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 200K | US$95.5M | 16.6% |
| Oracle Corporation | 500K | US$73.3M | 12.7% |
| Alphabet Inc (google) Class C | 200K | US$71.5M | 12.4% |
| Lumentum Holdings Inc. | 30,000 | US$25.7M | 4.5% |
| Asml Holding Nv | 10,000 | US$19.9M | 3.5% |
| Ge Vernova Inc. | 10,000 | US$11.7M | 2.0% |
| Intel Corporation | 50,000 | US$6.98M | 1.2% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Vertiv Holdings, Llc | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |