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13F-HR filed by M37 Management LP

M37 Management LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 9 holding rows worth $574,727,800.

Accession
0001172661-26-003460
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 9 entries on the cover page, a total value of $574,727,800 stated on the cover page (in dollars after the unit check, H1), rows summing to $574,727,800 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 filedCUSIPClassAmountValueValue read asType
SPACE EXPLORATION TECHN CORP CLASS A COM STK84615Q103Stock1,500,000$256,290,000dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS200,000$95,514,000dollars as filed
Oracle Corporation68389X105COM500,000$73,275,000dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM200,000$71,474,000dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock30,000$25,741,800dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK10,000$19,894,400dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A50,000$13,808,500dollars as filed
GE Vernova Inc.36828A101COM10,000$11,748,600dollars as filed
Intel Corp458140100COM50,000$6,981,500dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-003460this filing2026-08-14acceptance time not in the bulk data set