13F HOLDINGS REPORT
MONIMUS CAPITAL MANAGEMENT, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001848831-25-000006
Total Value
$117.8M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DOLLAR TREE INC | DLTR | 129,917 | $9.8M | 8.28% |
| 2 | PLANET FITNESS INC | PLNT | 64,288 | $6.2M | 5.27% |
| 3 | JAKKS PAC INC | JAKK | 233,866 | $5.8M | 4.90% |
| 4 | FIVE BELOW INC | FIVE | 76,747 | $5.8M | 4.88% |
| 5 | SPECTRUM BRANDS HLDGS INC NE | SPB | 70,913 | $5.1M | 4.31% |
| 6 | POTBELLY CORP | 73754Y100 | 505,944 | $4.8M | 4.08% |
| 7 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 24,045 | $4.7M | 3.97% |
| 8 | RISKIFIED LTD | RSKD | 951,305 | $4.4M | 3.73% |
| 9 | TRIPADVISOR INC | TRIP | 300,037 | $4.3M | 3.61% |
| 10 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 487,371 | $3.9M | 3.33% |
| 11 | MICRON TECHNOLOGY INC | MU | 42,874 | $3.7M | 3.16% |
| 12 | AIRBNB INC | ABNB | 31,089 | $3.7M | 3.15% |
| 13 | TAPESTRY INC | TPR | 49,291 | $3.5M | 2.95% |
| 14 | HUNTINGTON INGALLS INDS INC | 446413106 | 16,223 | $3.3M | 2.81% |
| 15 | BRIGHTVIEW HLDGS INC | BV | 251,668 | $3.2M | 2.74% |
| 16 | INSPIRE MED SYS INC | 457730109 | 20,093 | $3.2M | 2.72% |
| 17 | DOUGLAS DYNAMICS INC | PLOW | 133,152 | $3.1M | 2.63% |
| 18 | PAPA JOHNS INTL INC | 698813102 | 71,289 | $2.9M | 2.49% |
| 19 | DRAFTKINGS INC NEW | DKNG | 82,854 | $2.8M | 2.34% |
| 20 | AMPLITUDE INC | AMPL | 255,436 | $2.6M | 2.21% |
| 21 | DISTRIBUTION SOLUTIONS GRP I | 520776105 | 89,419 | $2.5M | 2.13% |
| 22 | CME GROUP INC | CME | 8,749 | $2.3M | 1.97% |
| 23 | COMFORT SYS USA INC | 199908104 | 6,602 | $2.1M | 1.81% |
| 24 | BIGCOMMERCE HLDGS INC | CMRC | 349,319 | $2.0M | 1.71% |
| 25 | ULTRA CLEAN HLDGS INC | UCTT | 87,280 | $1.9M | 1.59% |
| 26 | BUILDERS FIRSTSOURCE INC | BLDR | 14,723 | $1.8M | 1.56% |
| 27 | EVERQUOTE INC | EVER | 68,861 | $1.8M | 1.53% |
| 28 | STERLING INFRASTRUCTURE INC | STRL | 15,693 | $1.8M | 1.51% |
| 29 | 2SEVENTY BIO INC | 901384107 | 296,260 | $1.5M | 1.24% |
| 30 | CAPRI HOLDINGS LIMITED | CPRI | 72,647 | $1.4M | 1.22% |
| 31 | WINMARK CORP | WINA | 4,298 | $1.4M | 1.16% |
| 32 | COMPOSECURE INC | 20459V105 | 108,164 | $1.2M | 1.00% |
| 33 | RUSH STREET INTERACTIVE INC | RSI | 97,686 | $1.0M | 0.89% |
| 34 | ORION GROUP HLDGS INC | ORN | 187,401 | $980,107 | 0.83% |
| 35 | XPONENTIAL FITNESS INC | XPOF | 115,170 | $959,366 | 0.81% |
| 36 | KEROS THERAPEUTICS INC | KROS | 84,055 | $856,520 | 0.73% |
| 37 | BRIDGEBIO PHARMA INC | BBIO | 23,760 | $821,383 | 0.70% |
| 38 | ARDELYX INC | ARDX | 161,227 | $791,625 | 0.67% |
| 39 | ZUMIEZ INC | ZUMZ | 52,300 | $778,747 | 0.66% |
| 40 | REVOLVE GROUP INC | RVLV | 35,938 | $772,308 | 0.66% |
| 41 | VIKING THERAPEUTICS INC | VKTX | 22,643 | $546,828 | 0.46% |
| 42 | ASSEMBLY BIOSCIENCES INC | ASMB | 42,067 | $402,161 | 0.34% |
| 43 | MYT NETHERLANDS PARENT B V | 55406W103 | 45,259 | $342,158 | 0.29% |
| 44 | TECTONIC THERAPEUTIC INC | TECX | 18,461 | $326,944 | 0.28% |
| 45 | LARIMAR THERAPEUTICS INC | LRMR | 146,284 | $314,511 | 0.27% |
| 46 | CARGURUS INC | CARG | 7,811 | $227,534 | 0.19% |
| 47 | SPERO THERAPEUTICS INC | SPRO | 310,908 | $223,854 | 0.19% |
| 48 | GOPRO INC | GPRO | 107,166 | $71,040 | 0.06% |