MONIMUS CAPITAL MANAGEMENT, LP: 13F holdings
CIK 18488312026Q2
| Positions | 56 |
|---|
| Reported value | $431.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 56 (+1 vs prior quarter) |
|---|
| Reported value | $431.8m (+19.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TRIP TRIPADVISOR INC | 2,511,223 | $34.4m | 8.0% |
| BKNG BOOKING HOLDINGS INC | 145,478 | $25.9m | 6.0% |
| RISKIFIED LTD | 3,619,150 | $18.2m | 4.2% |
| MSGS MADISON SQUARE GRDN SPRT COR | 41,012 | $16.5m | 3.8% |
| MSFT MICROSOFT CORP | 35,396 | $13.2m | 3.1% |
| ZD ZIFF DAVIS INC | 251,527 | $13.2m | 3.1% |
| FDS FACTSET RESH SYS INC | 57,192 | $13.2m | 3.0% |
| DIN DINE BRANDS GLOBAL INC | 324,429 | $11.6m | 2.7% |
| PLNT PLANET FITNESS MASTER ISSUER | 219,748 | $11.5m | 2.7% |
| AMZN AMAZON COM INC | 46,885 | $11.2m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1848831")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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