M37 Management LP: 13F holdings
CIK 20560452026Q2
| Positions | 9 |
|---|---|
| Reported value | $574.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 1,500,000 | $256.3m | 44.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 200,000 | $95.5m | 16.6% |
| ORCL ORACLE CORP | 500,000 | $73.3m | 12.7% |
| GOOGL ALPHABET INC | 200,000 | $71.5m | 12.4% |
| LITE LUMENTUM HLDGS INC | 30,000 | $25.7m | 4.5% |
| ASML HLDG NV | 10,000 | $19.9m | 3.5% |
| NBIS NEBIUS GROUP N.V. | 50,000 | $13.8m | 2.4% |
| GEV GE VERNOVA INC | 10,000 | $11.7m | 2.0% |
| INTC INTEL CORP | 50,000 | $7.0m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056045")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.