Hien Tran

M37 Management Lp

Assets Managed

$250.906M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 1d ago

Growth Rate

72.42%(2Q avg: 36.21%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in M37 Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 12 positions.

Assets under management

The assets under management (AUM) of M37 Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 250.906M in assets, with a quarterly growth rate of 72.42% and a 2-quarter average growth rate of 36.21%. The portfolio is managed by Hien Tran, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
TSM Taiwan Semiconductor-sp Adr Recent Activity Increased 200%	20.21%	$50.693M 150,000 shares@ $337.95 avg price	Increased 200%
ORCL Oracle Corp Recent Activity Increased 200%	17.59%	$44.133M 300,000 shares@ $147.11 avg price	Increased 200%
INTC Intel Corp Recent Activity Decreased -5%	16.71%	$41.924M 950,000 shares@ $44.13 avg price	Decreased -5%
NBIS Nebius Group Nv Recent Activity New Position	14.48%	$36.316M 350,000 shares@ $103.76 avg price	New Position
LITE Lumentum Holdings Inc Recent Activity Decreased -33.33%	5.61%	$14.055M 20,000 shares@ $702.76 avg price	Decreased -33.33%
VRT Vertiv Holdings Co-a Recent Activity	5%	$12.529M 50,000 shares@ $250.58 avg price
GOOGL Alphabet Inc-cl A Recent Activity New Position	4.59%	$11.502M 40,000 shares@ $287.56 avg price	New Position
AVGO Broadcom Inc Recent Activity	3.71%	$9.285M 30,000 shares@ $309.51 avg price
GEV Ge Vernova Inc Recent Activity	3.48%	$8.729M 10,000 shares@ $872.9 avg price
NVDA Nvidia Corp Recent Activity Decreased -37.5%	3.48%	$8.72M 50,000 shares@ $174.4 avg price	Decreased -37.5%

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