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CIK 0002056045 • 3 13F filings • Feb 17, 2026 – Aug 14, 2026
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=jivedata("m37-management-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BROADCOM INC | COM | $10.4M | 7.1% | 30,000 SH | New |
| CADENCE DESIGN SYSTEM INC | COM | $6.3M | 4.3% | 20,000 SH | New |
| CONSTELLATION ENERGY CORP | COM | $3.5M | 2.4% | 10,000 SH | New |
| GE VERNOVA INC | COM | $6.5M | 4.5%Prev: 2.0% | 10,000 SH | Decreased |
| INTEL CORP | COM | $36.9M | 25.4%Prev: 1.2% | 1,000,000 SH | Increased+950,000 SH |
| LUMENTUM HLDGS INC | COM | $11.1M | 7.6%Prev: 4.5% | 30,000 SH | Decreased |
| MICRON TECHNOLOGY INC | COM | $8.6M | 5.9% | 30,000 SH | New |
| NVIDIA CORPORATION | COM | $14.9M | 10.3% | 80,000 SH | New |
| ORACLE CORP | COM | $19.5M | 13.4%Prev: 12.7% | 100,000 SH | Decreased-400,000 SH |
| RAMBUS INC DEL | COM | $4.6M | 3.2% | 50,000 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $15.2M | 10.4% | 50,000 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $8.1M | 5.6% | 50,000 SH | New |
| 13F-HR |
| 0001172661-26-002105 |
| $250.9M |
| View |