Filed: 2/17/2026ACC: 0001172661-26-000910
📋 What this filing means
M37 MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $145.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$145.52M
Total AUM (reported)
1.46M
Total Shares
Allocation by class
COM$122.23M84.0%
SPONSORED ADS$15.19M10.4%
COM CL A$8.10M5.6%
Portfolio Concentration
Top 3$71.59M49.2%
4–10$65.81M45.2%
11–25$8.13M5.6%
Top 3 weight
49.2%
Top 10 weight
94.4%
Voting Authority Distribution
Total shares with voting rights: 1.46M
Sole
Full voting authority
1.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
INTEL CORP
SOLEShares1M
TypeSH
Market value$36.90M
25.36%
Sole
1M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares100K
TypeSH
Market value$19.49M
13.39%
Sole
100K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares50K
TypeSH
Market value$15.19M
10.44%
Sole
50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares80K
TypeSH
Market value$14.92M
10.25%
Sole
80K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares30K
TypeSH
Market value$11.06M
7.60%
Sole
30K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares30K
TypeSH
Market value$10.38M
7.13%
Sole
30K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares30K
TypeSH
Market value$8.56M
5.88%
Sole
30K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares50K
TypeSH
Market value$8.10M
5.57%
Sole
50K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares10K
TypeSH
Market value$6.54M
4.49%
Sole
10K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares20K
TypeSH
Market value$6.25M
4.30%
Sole
20K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares50K
TypeSH
Market value$4.59M
3.16%
Sole
50K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares10K
TypeSH
Market value$3.53M
2.43%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTEL CORPSOLE | COM | 1M | SH | $36.90M 25.36% | 1M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 100K | SH | $19.49M 13.39% | 100K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 50K | SH | $15.19M 10.44% | 50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 80K | SH | $14.92M 10.25% | 80K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 30K | SH | $11.06M 7.60% | 30K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 30K | SH | $10.38M 7.13% | 30K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 30K | SH | $8.56M 5.88% | 30K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 50K | SH | $8.10M 5.57% | 50K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 10K | SH | $6.54M 4.49% | 10K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 20K | SH | $6.25M 4.30% | 20K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | COM | 50K | SH | $4.59M 3.16% | 50K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 10K | SH | $3.53M 2.43% | 10K | 0.00 | 0.00 |