M37 Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, M37 Management LP held in its portfolio 12 assets valued at $145,523,500 (i.e. $145.52M).

The most valuable assets in the portfolio included: INTEL CORP ($36.90M), ORACLE CORP ($19.49M), and TAIWAN SEMICONDUCTOR MFG LTD ($15.20M).

The chart below shows the top 10 valuable assets, and the table below shows the top 12 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in M37 Management LP Portfolio

INTEL CORP

ORACLE CORP

TAIWAN SEMICONDUCTOR MFG LTD

NVIDIA CORPORATION

LUMENTUM HLDGS INC

BROADCOM INC

MICRON TECHNOLOGY INC

VERTIV HOLDINGS CO

GE VERNOVA INC

CADENCE DESIGN SYSTEM INC

M37 Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
INTEL CORP	1000000	36900000	COM
ORACLE CORP	100000	19491000	COM
TAIWAN SEMICONDUCTOR MFG LTD	50000	15194500	SPONSORED ADS
NVIDIA CORPORATION	80000	14920000	COM
LUMENTUM HLDGS INC	30000	11057700	COM
BROADCOM INC	30000	10383000	COM
MICRON TECHNOLOGY INC	30000	8562300	COM
VERTIV HOLDINGS CO	50000	8100500	COM CL A
GE VERNOVA INC	10000	6535700	COM
CADENCE DESIGN SYSTEM INC	20000	6251600	COM
RAMBUS INC DEL	50000	4594500	COM
CONSTELLATION ENERGY CORP	10000	3532700	COM