M37 Management LP
Q4 2025 13F Holdings
- Locationmenlo park, CA
- Num holdings
12
- Value ($000)
$145,524
- Date Filed02/17/2026
- Form type13F-HR
- CIK0002056045
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INTEL CORP | COM | 458140100 | $36.9M | 25 % | 1,000,000 | ||
ORACLE CORP | COM | 68389X105 | $19.49M | 13 % | 100,000 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $15.19M | 10 % | 50,000 | ||
NVIDIA CORPORATION | COM | 67066G104 | $14.92M | 10 % | 80,000 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | $11.06M | 8 % | 30,000 | ||
BROADCOM INC | COM | 11135F101 | $10.38M | 7 % | 30,000 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | $8.56M | 6 % | 30,000 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | $8.1M | 6 % | 50,000 | ||
GE VERNOVA INC | COM | 36828A101 | $6.54M | 5 % | 10,000 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | $6.25M | 4 % | 20,000 |
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