account_balance

Investment manager · 13F filer · SEC CIK 2056045

M37 Management LP

Reported value$575Mas of Jun 30, 2026
Positions9 2 new, 5 sold out
Top 10 weight100.0%SPCX alone is 45%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 9 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 9 as a list
SPCX Space Exploration Technologies Corp 44.6% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 16.6% Added +33%ORCL Oracle Corp 12.7% Added +67%GOOGL Alphabet Inc. 12.4% Added +400%LITE Lumentum Holdings Inc. 4.5% Added +50%ASML ASML Holding NV 3.5% NewNBIS Nebius Group N.V. 2.4% Trimmed −86%GEV GE Vernova Inc. 2.0% HeldINTC Intel Corp 1.2% Trimmed −95%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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