M37 Management LP
Menlo Park CA · SEC CIK 0002056045
$2.51亿2026Q1 申报市值
12持仓数
94.8%前十大占比 · 第一大 20.2%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NBIS 新建仓+$3,631.60万
TSM 加仓+$3,379.50万
ORCL 加仓+$2,942.20万
GOOGL 新建仓+$1,150.24万
TSLA 新建仓+$743.50万
2026Q1 卖出最多 按季末市值估算
MU 清仓-$856.23万
LITE 减仓-$702.76万
CDNS 清仓-$625.16万
NVDA 减仓-$523.20万
RMBS 清仓-$459.45万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,069.25万 | 20.20% | 150,000 | 100,000 | 200.0% | $3,379.50万 | 加仓 |
| ORCL | ORACLE CORP | $4,413.30万 | 17.59% | 300,000 | 200,000 | 200.0% | $2,942.20万 | 加仓 |
| INTC | INTEL CORP | $4,192.35万 | 16.71% | 950,000 | -50,000 | -5.0% | -$220.65万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $3,631.60万 | 14.47% | 350,000 | 350,000 | — | $3,631.60万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $1,405.52万 | 5.60% | 20,000 | -10,000 | -33.3% | -$702.76万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,252.90万 | 4.99% | 50,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,150.24万 | 4.58% | 40,000 | 40,000 | — | $1,150.24万 | 新建仓 |
| AVGO | BROADCOM INC | $928.53万 | 3.70% | 30,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $872.90万 | 3.48% | 10,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $872.00万 | 3.48% | 50,000 | -30,000 | -37.5% | -$523.20万 | 减仓 |
| TSLA | TESLA INC | $743.50万 | 2.96% | 20,000 | 20,000 | — | $743.50万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $558.50万 | 2.23% | 20,000 | 10,000 | 100.0% | $279.25万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$856.23万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$625.16万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -50,000 | -100.0% | -$459.45万 | 清仓 |