MM
M37 Management LP — 13F Portfolio Report & Top Holdings (Q2 2026)
M37 Management LPCIK: 0002056045
High-turnover traderConcentrated strategySector-focused
Total reported value
$574.7M
Reporting period: 2026-06-30 · Number of holdings: 9
M37 Management LP disclosed 9 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $574.7M and a quarterly turnover rate of 127.4%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 100
- Momentum
- 0
- Sector conviction
- 100
- Diversification
- 18
- Sizing Uniformity
- 87.62
M37 Management LP's disclosed holdings carry a Herfindahl concentration index of 0.263 — mathematically equivalent to about 4 equally-sized positions, well below its 9 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.24), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward initiating meaningfully larger new positions than it adds to existing ones (a 12.0 percentage-point tilt) — a pattern consistent with a more contrarian, new-idea-driven approach.
Sector classification currently covers about 53% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy 84615Q103
Trim INTC
-94.7% -$34.9M
Trim NBIS
-85.7% -$22.5M
Add GOOGL
+400.0% $60.0M
Sold out VRT
Trim ORCL
+66.7% $29.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 44.59% | +44.59% | NEW | ||
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 16.62% | -3.58% | +33.33% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 12.75% | -4.84% | +66.67% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.44% | +7.86% | +400.00% | |
| 5 | LITE | Lumentum Holdings Inc | Stock-Tech | 4.48% | -1.12% | +50.00% | |
| 6 | ASML | ASML Holding N.V. | Stock-Tech | 3.46% | +3.46% | NEW | |
| 7 | NBIS | Nebius Group N.V. | Stock-Other | 2.40% | -12.07% | -85.71% | |
| 8 | GEV | GE Vernova Inc | Stock-Industrials | 2.04% | -1.44% | — | |
| 9 | INTC | Intel CORP | Stock-Tech | 1.21% | -15.50% | -94.74% |
Portfolio Performance
Performance for Q3 2026
-14.9%
Performance Last 4 Quarters
+42%
- Stdev
- +83.8%
- Beta
- +3.7
- Alpha
- +7.2%
- Max Drawdown
- -23.6%
- Annualized Perf
- +101.7%
- Batting Avg vs S&P
- +83.3%
- Sortino
- +2.9
- Stutzer
- +0.39
- Treynor
- +0.27
- Sterling
- —
- Calmar
- +4.31
- Information Ratio
- +1.07
- Tracking Error
- +69.3%
- Stdev Down
- +34%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.4
- Sharpe
- +1.18
- Stdev Sectors
- +29%
- Skewness
- +0.52
- Kurtosis
- -0.33
- Upside Potential
- +4.55
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
M37 Management LP's most significant position changes for 2026-06-30: New buy: ; New buy: ASML Holding N.V. (ASML); Sold out: Vertiv Holdings Co-a (VRT); Sold out: Broadcom Inc (AVGO); Sold out: Nvidia CORP (NVDA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +44.6% | NEW | New buy | |
| 2 | GOOGL | Alphabet Inc-cl A | +7.9% | +400.00% | Add |
| 3 | ASML | ASML Holding N.V. | +3.5% | NEW | New buy |
| 4 | LITE | Lumentum Holdings Inc | -1.1% | +50.00% | Add |
| 5 | GEV | GE Vernova Inc | -1.4% | — | Unchanged |
| 6 | CEG | Constellation Energy | -2.2% | EXIT | Sold out |
| 7 | TSLA | Tesla Inc | -3% | EXIT | Sold out |
| 8 | NVDA | Nvidia CORP | -3.5% | EXIT | Sold out |
| 9 | TSM | Taiwan Semiconductor-sp Adr | -3.6% | +33.33% | Add |
| 10 | AVGO | Broadcom Inc | -3.7% | EXIT | Sold out |
| 11 | ORCL | Oracle CORP | -4.8% | +66.67% | Add |
| 12 | VRT | Vertiv Holdings Co-a | -5% | EXIT | Sold out |
| 13 | NBIS | Nebius Group N.V. | -12.1% | -85.71% | Trim |
| 14 | INTC | Intel CORP | -15.5% | -94.74% | Trim |
Filing History
FAQ
What is M37 Management LP and what type of investor is it?
M37 Management LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $574.7M, spread across 9 disclosed positions.
What are M37 Management LP's largest equity positions?
Based on the latest 13F filing, M37 Management LP's top holdings by market value are:
1. — $256.3M (44.6%)
2. Taiwan Semiconductor-sp Adr (TSM) — $95.5M (16.6%)
3. Oracle CORP (ORCL) — $73.3M (12.8%)
4. Alphabet Inc-cl A (GOOGL) — $71.5M (12.4%)
5. Lumentum Holdings Inc (LITE) — $25.7M (4.5%)
What changes did M37 Management LP make in its most recent portfolio filing?
In the latest reported quarter, M37 Management LP made 13 notable position adjustments: 2 new positions were initiated, 4 existing holdings were added to, 2 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: ; New buy: ASML Holding N.V. (ASML); Sold out: Vertiv Holdings Co-a (VRT); Sold out: Broadcom Inc (AVGO); Sold out: Nvidia CORP (NVDA)
What sectors does M37 Management LP focus on?
M37 Management LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 72.7%
• Communication Services: 23.5%
• Industrials: 3.9%
Investment Profile
M37 Management LP returned an annualized 101.7% over the trailing 6 months — outperforming the S&P 500 by 7.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 3.70 (more volatile than the market) and a 83% quarterly batting average against the index.
Its portfolio is concentrated and fast-trading, with 72.7% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 100 over the past 2 quarters — a shift toward more active trading.
It has added to its TSM position for two straight quarters, increasing it by $80.3M to reach $95.5M.
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Developer Access
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