M37 Management LP

Menlo Park, CA · CIK 2056045 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityM37 Management LP (US)

Others nearbyAtherton, CA

As an employer

US visa salary filings

Filings FY20251
Median salary offered$114,462
Middle half$114,462 – $114,462
Job titles1

Job title	Filings	Median	Range
Investment AssociateMenlo Park, CA	1	$114,462

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: M37 Management LP.

$574.7m reported value +129.1% vs Q1 2026

9positions

100.0%in top 10

2 new 4 added 2 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,500,000	$256.3m44.59%	44.59%	New
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	200,000	$95.5m16.62%	16.62%	Added +50.0k	+50,000 33.3%
3	ORACLE CORP COM ORCL	ORCL	500,000	$73.3m12.75%	12.75%	Added +200.0k	+200,000 66.7%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	200,000	$71.5m12.44%	12.44%	Added +160.0k	+160,000 400.0%
5	LUMENTUM HLDGS INC COM LITE	LITE	30,000	$25.7m4.48%	4.48%	Added +10.0k	+10,000 50.0%
6	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	10,000	$19.9m3.46%	3.46%	New
7	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	50,000	$13.8m2.40%	2.40%	Reduced -300.0k	-300,000 -85.7%
8	GE VERNOVA INC COM GEV	GEV	10,000	$11.7m2.04%	2.04%	Unchanged
9	INTEL CORP COM INTC	INTC	50,000	$7.0m1.21%	1.21%	Reduced -900.0k	-900,000 -94.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VERTIV HOLDINGS CO VRT	VRT	50,000	$12.5m50.0k shares
BROADCOM INC AVGO	AVGO	30,000	$9.3m30.0k shares
NVIDIA CORPORATION NVDA	NVDA	50,000	$8.7m50.0k shares
TESLA INC TSLA	TSLA	20,000	$7.4m20.0k shares
CONSTELLATION ENERGY CORP CEG	CEG	20,000	$5.6m20.0k shares