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M37 Management Portfolio holdings

AUM $575M
This Fund
S&P 500
This Quarter Est. Return
+22.65%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$575M
AUM Growth
+$324M
Cap. Flow
+$200M
Cap. Flow %
34.77%
Top 10 Hldgs %
100%
Holding
14
New
2
Increased
4
Reduced
2
Closed
5

Top Buys

Rank Stock Value
1
SPCX
SpaceX
SPCX
+$255M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$57.6M
3
ORCL icon
Oracle
ORCL
+$36.2M
4
TSM icon
TSMC
TSM
+$20.3M
5
ASML icon
ASML
ASML
+$15.9M

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$91M
2
NBIS
Nebius Group N.V.
NBIS
+$59.4M
3
VRT icon
Vertiv
VRT
+$12.5M
4
AVGO icon
Broadcom
AVGO
+$9.29M
5
NVDA icon
NVIDIA
NVDA
+$8.72M

Sector Composition

Rank Sector Weight
1 Industrials 46.64%
2 Technology 38.52%
3 Communication Services 14.84%
4 Consumer Discretionary 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPCX
1
SpaceX
SPCX
$1.82T
$256M 44.59%
+1,500,000
New +$255M
TSM icon
2
TSMC
TSM
$2.17T
$95.5M 16.62%
200,000
+50,000
+33% +$20.3M
ORCL icon
3
Oracle
ORCL
$427B
$73.3M 12.75%
500,000
+200,000
+67% +$36.2M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.18T
$71.5M 12.44%
200,000
+160,000
+400% +$57.6M
LITE icon
5
Lumentum
LITE
$84B
$25.7M 4.48%
30,000
+10,000
+50% +$8.92M
ASML icon
6
ASML
ASML
$667B
$19.9M 3.46%
+10,000
New +$15.9M
NBIS
7
Nebius Group N.V.
NBIS
$58.6B
$13.8M 2.4%
50,000
-300,000
-86% -$59.4M
GEV icon
8
GE Vernova
GEV
$251B
$11.7M 2.04%
10,000
– –
INTC icon
9
Intel
INTC
$462B
$6.98M 1.21%
50,000
-900,000
-95% -$91M
AVGO icon
10
Broadcom
AVGO
$1.68T
– –
-30,000
Closed -$9.29M
CEG icon
11
Constellation Energy
CEG
$99.7B
– –
-20,000
Closed -$5.58M
NVDA icon
12
NVIDIA
NVDA
$5.09T
– –
-50,000
Closed -$8.72M
TSLA icon
13
Tesla
TSLA
$1.37T
– –
-20,000
Closed -$7.43M
VRT icon
14
Vertiv
VRT
$101B
– –
-50,000
Closed -$12.5M

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M37 Management's Q2 2026 Portfolio in Review

As of Q2 2026, M37 Management held 14 positions worth $575M, up 129% from $251M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

M37 Management deployed $200M of net new capital in Q2 2026, opening 2 new positions and adding to 4 existing holdings. Its largest new stake was SpaceX: 1,500,000 shares worth $256M.

By sector, the portfolio is most concentrated in Industrials at 47% of assets, up from 8.5% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Intel, an estimated $91M trimmed.

  • M37 Management's largest Q2 2026 buy was SpaceX: 1,500,000 shares worth $256M.
  • M37 Management added most to Alphabet (Google) Class A in Q2 2026, an estimated $57.6M increase.
  • M37 Management's biggest Q2 2026 reduction was Intel, cutting an estimated $91M.
  • M37 Management fully exited Vertiv in Q2 2026, selling an estimated $12.5M.
  • M37 Management's ten largest holdings make up 100% of its $575M portfolio in Q2 2026.
  • M37 Management opened 2 new positions and closed 5 in Q2 2026.
  • M37 Management's portfolio value rose 129% quarter-over-quarter to $575M.

Based on M37 Management's 13F filing for Q2 2026, filed 14 Aug 2026.