13F-HR filed by M37 Management LP
M37 Management LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 12 holding rows worth $250,905,900.
- Accession
- 0001172661-26-002105
- Filer
- CIK 2056045
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 12 entries on the cover page, a total value of $250,905,900 stated on the cover page (in dollars after the unit check, H1), rows summing to $250,905,900 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 |
|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 150,000 | $50,692,500 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 300,000 | $44,133,000 | dollars as filed | |
| Intel Corp | 458140100 | COM | 950,000 | $41,923,500 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 350,000 | $36,316,000 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 20,000 | $14,055,200 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 50,000 | $12,529,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 40,000 | $11,502,400 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 30,000 | $9,285,300 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 10,000 | $8,729,000 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 50,000 | $8,720,000 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 20,000 | $7,435,000 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 20,000 | $5,585,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-002105 | this filing | 2026-05-15 | acceptance time not in the bulk data set |