Monolith Management Ltd: 13F holdings
CIK 20083062026Q2
| Positions | 18 |
|---|
| Reported value | $221.4m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 18 (-15 vs prior quarter) |
|---|
| Reported value | $221.4m (-33.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM Taiwan Semiconductor Manufacturing Co Ltd | 88,450 | $42.2m | 19.1% |
| MU Micron Technology Inc | 25,240 | $29.1m | 13.2% |
| LRCX Lam Research Corp | 57,100 | $24.7m | 11.2% |
| EDU New Oriental Education & Technology Group Inc | 439,500 | $20.2m | 9.1% |
| SNPS Synopsys Inc | 39,217 | $17.5m | 7.9% |
| BABA Alibaba Group Holding Ltd | 117,505 | $11.3m | 5.1% |
| HUYA HUYA Inc | 1,965,800 | $4.5m | 2.0% |
| SE Sea Ltd | 40,050 | $3.8m | 1.7% |
| Nu Holdings Ltd. | 277,900 | $3.7m | 1.7% |
| CPNG Coupang Inc | 196,150 | $3.4m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2008306")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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