13F-HR filed by M37 Management LP
M37 Management LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 12 holding rows worth $145,523,500.
- Accession
- 0001172661-26-000910
- Filer
- CIK 2056045
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 12 entries on the cover page, a total value of $145,523,500 stated on the cover page (in dollars after the unit check, H1), rows summing to $145,523,500 with VALUE read as dollars as filed, 13F file number 028-26466. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Intel Corp | 458140100 | COM | 1,000,000 | $36,900,000 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 100,000 | $19,491,000 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 50,000 | $15,194,500 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 80,000 | $14,920,000 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 30,000 | $11,057,700 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 30,000 | $10,383,000 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 30,000 | $8,562,300 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 50,000 | $8,100,500 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 10,000 | $6,535,700 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 20,000 | $6,251,600 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 50,000 | $4,594,500 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 10,000 | $3,532,700 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-000910 | this filing | 2026-02-17 | acceptance time not in the bulk data set |