M37 Management LP
Menlo Park CA · SEC CIK 0002056045
$5.75亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 44.6%
2 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$2.56亿
GOOGL 加仓+$5,717.92万
ORCL 加仓+$2,931.00万
TSM 加仓+$2,387.85万
ASML 新建仓+$1,989.44万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$1.26亿
NBIS 减仓-$8,285.10万
VRT 清仓-$1,252.90万
AVGO 清仓-$928.53万
NVDA 清仓-$872.00万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | $2.56亿 | 44.59% | 1,500,000 | 1,500,000 | — | $2.56亿 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9,551.40万 | 16.62% | 200,000 | 50,000 | 33.3% | $2,387.85万 | 加仓 |
| ORCL | ORACLE CORP | $7,327.50万 | 12.75% | 500,000 | 200,000 | 66.7% | $2,931.00万 | 加仓 |
| GOOGL | ALPHABET INC | $7,147.40万 | 12.44% | 200,000 | 160,000 | 400.0% | $5,717.92万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $2,574.18万 | 4.48% | 30,000 | 10,000 | 50.0% | $858.06万 | 加仓 |
| ASML | ASML HLDG NV | $1,989.44万 | 3.46% | 10,000 | 10,000 | — | $1,989.44万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $1,380.85万 | 2.40% | 50,000 | -300,000 | -85.7% | -$8,285.10万 | 减仓 |
| GEV | GE VERNOVA INC | $1,174.86万 | 2.04% | 10,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $698.15万 | 1.21% | 50,000 | -900,000 | -94.7% | -$1.26亿 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -50,000 | -100.0% | -$1,252.90万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$928.53万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -50,000 | -100.0% | -$872.00万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$743.50万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$558.50万 | 清仓 |