DOSSIER · 13F-HR · Q2 2026

M37 Management LP

$575M in tracked AUM across 9 positions as of Q2 2026.

MM
CIK 0002056045 · last filed Jun 30, 2026
Total AUM
$575M
as of Q2 2026
Holdings
9
positions
Whale Score
73
73
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

M37 Management LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPCX
SPACE EXPLORATION TECHN CORP
$256M1.5M44.6%
02
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$96M200K16.6%
03
ORCL
ORACLE CORP
$73M500K12.7%
04
GOOGL
ALPHABET INC
$71M200K12.4%
05
LITE
LUMENTUM HLDGS INC
$26M30K4.5%
06
N07059210
ASML HLDG NV
$20M10K3.5%
07
N97284108
NEBIUS GROUP N.V.
$14M50K2.4%
08
GEV
GE VERNOVA INC
$12M10K2.0%
09
INTC
INTEL CORP
$7M50K1.2%

Filing history

2026Q2Jun 30
$575M 129.1%
9 positionsView →
2026Q1Mar 31
$251M 72.4%
12 positionsView →
2025Q4Dec 31
$146M
12 positionsView →