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M37 Management Portfolio holdings

AUM $575M
This Fund
S&P 500
This Quarter Est. Return
+11.7%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$251M
AUM Growth
+$105M
Cap. Flow
+$93M
Cap. Flow %
37.07%
Top 10 Hldgs %
94.81%
Holding
15
New
3
Increased
3
Reduced
3
Closed
3

Top Buys

Rank Stock Value
1
NBIS
Nebius Group N.V.
NBIS
+$34.9M
2
TSM icon
TSMC
TSM
+$34.4M
3
ORCL icon
Oracle
ORCL
+$32.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.6M
5
TSLA icon
Tesla
TSLA
+$8.24M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$8.56M
2
CDNS icon
Cadence Design Systems
CDNS
+$6.25M
3
NVDA icon
NVIDIA
NVDA
+$5.5M
4
LITE icon
Lumentum
LITE
+$5.49M
5
RMBS icon
Rambus
RMBS
+$4.59M

Sector Composition

Rank Sector Weight
1 Technology 67.28%
2 Communication Services 19.06%
3 Industrials 8.47%
4 Consumer Discretionary 2.96%
5 Utilities 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.21T
$50.7M 20.2%
150,000
+100,000
+200% +$34.4M
ORCL icon
2
Oracle
ORCL
$435B
$44.1M 17.59%
300,000
+200,000
+200% +$32.5M
INTC icon
3
Intel
INTC
$517B
$41.9M 16.71%
950,000
-50,000
-5% -$2.29M
NBIS
4
Nebius Group N.V.
NBIS
$74.2B
$36.3M 14.47%
+350,000
New +$34.9M
LITE icon
5
Lumentum
LITE
$80.8B
$14.1M 5.6%
20,000
-10,000
-33% -$5.49M
VRT icon
6
Vertiv
VRT
$113B
$12.5M 4.99%
50,000
– –
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.22T
$11.5M 4.58%
+40,000
New +$12.6M
AVGO icon
8
Broadcom
AVGO
$1.85T
$9.29M 3.7%
30,000
– –
GEV icon
9
GE Vernova
GEV
$282B
$8.73M 3.48%
10,000
– –
NVDA icon
10
NVIDIA
NVDA
$5.46T
$8.72M 3.48%
50,000
-30,000
-38% -$5.5M
TSLA icon
11
Tesla
TSLA
$1.35T
$7.43M 2.96%
+20,000
New +$8.24M
CEG icon
12
Constellation Energy
CEG
$100B
$5.58M 2.23%
20,000
+10,000
+100% +$3.04M
CDNS icon
13
Cadence Design Systems
CDNS
$89.9B
– –
-20,000
Closed -$6.25M
MU icon
14
Micron Technology
MU
$1.09T
– –
-30,000
Closed -$8.56M
RMBS icon
15
Rambus
RMBS
$10.8B
– –
-50,000
Closed -$4.59M

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AIM
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PEP
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LC
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KF
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M37 Management's Q1 2026 Portfolio in Review

As of Q1 2026, M37 Management held 15 positions worth $251M, up 72% from $146M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

M37 Management deployed $93M of net new capital in Q1 2026, opening 3 new positions and adding to 3 existing holdings. Its largest new stake was Nebius Group N.V.: 350,000 shares worth $36.3M.

By sector, the portfolio is most concentrated in Technology at 67% of assets, down from 88% a quarter earlier, followed by Communication Services and Industrials.

On the sell side, the largest reduction was NVIDIA, an estimated $5.5M trimmed.

  • M37 Management's largest Q1 2026 buy was Nebius Group N.V.: 350,000 shares worth $36.3M.
  • M37 Management added most to TSMC in Q1 2026, an estimated $34.4M increase.
  • M37 Management's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $5.5M.
  • M37 Management fully exited Micron Technology in Q1 2026, selling an estimated $8.56M.
  • M37 Management's ten largest holdings make up 95% of its $251M portfolio in Q1 2026.
  • M37 Management opened 3 new positions and closed 3 in Q1 2026.
  • M37 Management's portfolio value rose 72% quarter-over-quarter to $251M.

Based on M37 Management's 13F filing for Q1 2026, filed 15 May 2026.