StockDriftsStockDriftsTop 12 M37 Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 20.2% | 150.0K | $50.7M | +200.00%(+100.00K) | $311.14(+29.96%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 17.59% | 300.0K | $44.1M | +200.00%(+200.00K) | $193.37(-0.21%) | 2026-03-31 | |
| INTC | INTEL CORP | 16.71% | 950.0K | $41.9M | -5.00%(-50.00K) | $35.23(+208.79%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. | 14.47% | 350.0K | $36.3M | new | $93.73(+135.94%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 5.6% | 20.0K | $14.1M | -33.33%(-10.00K) | $265.65(+265.41%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 4.99% | 50.0K | $12.5M | +0.00%(+0) | $156.43(+137.12%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.58% | 40.0K | $11.5M | new | $300.28(+32.14%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.7% | 30.0K | $9.3M | +0.00%(+0) | $344.94(+23.26%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 3.48% | 10.0K | $8.7M | +0.00%(+0) | $634.24(+65.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.48% | 50.0K | $8.7M | -37.50%(-30.00K) | $186.54(+20.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +48.12% | +224.99% |
| Top 20 Holdings Unweighted | +38.67% | +166.64% |
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