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M37 Management Portfolio holdings

AUM $575M
This Fund
S&P 500
This Quarter Est. Return
+13.48%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow %
100.53%
Top 10 Hldgs %
94.42%
Holding
12
New
12
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$37.8M
2
ORCL icon
Oracle
ORCL
+$23.8M
3
NVDA icon
NVIDIA
NVDA
+$14.9M
4
TSM icon
TSMC
TSM
+$14.7M
5
AVGO icon
Broadcom
AVGO
+$10.7M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 87.51%
2 Industrials 10.06%
3 Utilities 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
INTC icon
1
Intel
INTC
$553B
$36.9M 25.36%
+1,000,000
New +$37.8M
2025 Q4
0 quarters
ORCL icon
2
Oracle
ORCL
$429B
$19.5M 13.39%
+100,000
New +$23.8M
2025 Q4
0 quarters
TSM icon
3
TSMC
TSM
$2.35T
$15.2M 10.44%
+50,000
New +$14.7M
2025 Q4
0 quarters
NVDA icon
4
NVIDIA
NVDA
$5.54T
$14.9M 10.25%
+80,000
New +$14.9M
2025 Q4
0 quarters
LITE icon
5
Lumentum
LITE
$99.9B
$11.1M 7.6%
+30,000
New +$7.7M
2025 Q4
0 quarters
AVGO icon
6
Broadcom
AVGO
$1.73T
$10.4M 7.13%
+30,000
New +$10.7M
2025 Q4
0 quarters
MU icon
7
Micron Technology
MU
$1.16T
$8.56M 5.88%
+30,000
New +$6.88M
2025 Q4
0 quarters
VRT icon
8
Vertiv
VRT
$93.5B
$8.1M 5.57%
+50,000
New +$8.68M
2025 Q4
0 quarters
GEV icon
9
GE Vernova
GEV
$268B
$6.54M 4.49%
+10,000
New +$6.09M
2025 Q4
0 quarters
CDNS icon
10
Cadence Design Systems
CDNS
$97.2B
$6.25M 4.3%
+20,000
New +$6.53M
2025 Q4
0 quarters
RMBS icon
11
Rambus
RMBS
$11.7B
$4.59M 3.16%
+50,000
New +$4.92M
2025 Q4
0 quarters
CEG icon
12
Constellation Energy
CEG
$106B
$3.53M 2.43%
+10,000
New +$3.63M
2025 Q4
0 quarters

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CNHF
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M37 Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for M37 Management, which disclosed 12 positions worth $146M. Its ten largest holdings account for 94% of the portfolio.

Its largest position is Intel: 1,000,000 shares worth $36.9M.

By sector, the portfolio is most concentrated in Technology at 88% of assets, followed by Industrials and Utilities.

  • M37 Management's largest Q4 2025 buy was Intel: 1,000,000 shares worth $36.9M.
  • M37 Management's ten largest holdings make up 94% of its $146M portfolio in Q4 2025.
  • M37 Management disclosed 12 positions in Q4 2025, its first 13F filing on record.

Based on M37 Management's 13F filing for Q4 2025, filed 17 Feb 2026.