Holdings
M37 Management LP
As of Jun 30, 2026, M37 Management LP reported 8 positions worth US$561M. Largest: Space Exploration Technologies Corp, Taiwan Semiconductor Manufacturing Co., Ltd. and Oracle Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Space Exploration Technologies Corp | 1.5M | US$256M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 200K | US$95.5M | +50,000 | Jun 30, 2026 |
| Oracle Corporation | 500K | US$73.3M | +200K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 200K | US$71.5M | +160K | Jun 30, 2026 |
| Lumentum Holdings Inc. | 30,000 | US$25.7M | +10,000 | Jun 30, 2026 |
| Asml Holding Nv | 10,000 | US$19.9M | new | Jun 30, 2026 |
| Ge Vernova Inc. | 10,000 | US$11.7M | no change | Jun 30, 2026 |
| Intel Corporation | 50,000 | US$6.98M | −900K | Jun 30, 2026 |