13F HOLDINGS REPORT
MONIMUS CAPITAL MANAGEMENT, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001848831-25-000012
Total Value
$162.2M
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 20,000 | $14.4M | 8.86% |
| 2 | POTBELLY CORP | 73754Y100 | 582,325 | $9.9M | 6.12% |
| 3 | DOLLAR TREE INC | DLTR | 78,613 | $7.4M | 4.57% |
| 4 | SPECTRUM BRANDS HLDGS INC NE | SPB | 141,210 | $7.4M | 4.57% |
| 5 | RISKIFIED LTD | RSKD | 1,240,442 | $5.8M | 3.58% |
| 6 | REDDIT INC | RDDT | 25,000 | $5.7M | 3.54% |
| 7 | DINE BRANDS GLOBAL INC | DIN | 210,099 | $5.2M | 3.20% |
| 8 | TRIPADVISOR INC | TRIP | 318,234 | $5.2M | 3.19% |
| 9 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 464,110 | $4.7M | 2.91% |
| 10 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 20,501 | $4.7M | 2.87% |
| 11 | KOHLS CORP | KSS | 300,000 | $4.6M | 2.84% |
| 12 | PLANET FITNESS INC | PLNT | 42,450 | $4.4M | 2.72% |
| 13 | CME GROUP INC | CME | 15,286 | $4.1M | 2.55% |
| 14 | BILL HOLDINGS INC | BILL | 72,692 | $3.9M | 2.37% |
| 15 | LIONSGATE STUDIOS CORP | LION | 556,027 | $3.8M | 2.36% |
| 16 | BIO-TECHNE CORP | TECH | 60,742 | $3.4M | 2.08% |
| 17 | DOUGLAS DYNAMICS INC | PLOW | 106,674 | $3.3M | 2.06% |
| 18 | OKLO INC | OKLO | 27,500 | $3.1M | 1.89% |
| 19 | AMPLITUDE INC | AMPL | 286,111 | $3.1M | 1.89% |
| 20 | DISTRIBUTION SOLUTIONS GRP I | 520776105 | 101,009 | $3.0M | 1.87% |
| 21 | THERMO FISHER SCIENTIFIC INC | TMO | 6,167 | $3.0M | 1.84% |
| 22 | FIVE BELOW INC | FIVE | 18,760 | $2.9M | 1.79% |
| 23 | DENNYS CORP | 24869P104 | 513,753 | $2.7M | 1.66% |
| 24 | PAPA JOHNS INTL INC | 698813102 | 52,415 | $2.5M | 1.56% |
| 25 | PROTHENA CORP PLC | PRTA | 258,056 | $2.5M | 1.55% |
| 26 | TENABLE HLDGS INC | 88025T102 | 84,746 | $2.5M | 1.52% |
| 27 | HUNTINGTON INGALLS INDS INC | 446413106 | 8,283 | $2.4M | 1.47% |
| 28 | FRESHWORKS INC | FRSH | 200,637 | $2.4M | 1.46% |
| 29 | MESA LABS INC | 59064R109 | 33,744 | $2.3M | 1.39% |
| 30 | COMPOSECURE INC | 20459V105 | 108,164 | $2.3M | 1.39% |
| 31 | EL POLLO LOCO HLDGS INC | LOCO | 188,545 | $1.8M | 1.13% |
| 32 | FLUOR CORP NEW | FLR | 42,223 | $1.8M | 1.09% |
| 33 | RUSH STREET INTERACTIVE INC | RSI | 85,172 | $1.7M | 1.08% |
| 34 | BELLRING BRANDS INC | BRBR | 47,645 | $1.7M | 1.07% |
| 35 | KEROS THERAPEUTICS INC | KROS | 108,051 | $1.7M | 1.05% |
| 36 | ZUMIEZ INC | ZUMZ | 83,746 | $1.6M | 1.01% |
| 37 | BRIGHTVIEW HLDGS INC | BV | 121,038 | $1.6M | 1.00% |
| 38 | GITLAB INC | GTLB | 35,440 | $1.6M | 0.98% |
| 39 | TAPESTRY INC | TPR | 13,905 | $1.6M | 0.97% |
| 40 | ALPHABET INC | GOOG | 5,248 | $1.3M | 0.79% |
| 41 | ARDELYX INC | ARDX | 202,311 | $1.1M | 0.69% |
| 42 | ASSEMBLY BIOSCIENCES INC | ASMB | 42,067 | $1.1M | 0.66% |
| 43 | LUXEXPERIENCE BV | 55406W103 | 124,147 | $1.1M | 0.65% |
| 44 | 89BIO INC | 282559103 | 68,961 | $1.0M | 0.62% |
| 45 | INSPIRE MED SYS INC | 457730109 | 13,077 | $970,313 | 0.60% |
| 46 | ALBANY INTL CORP | 012348108 | 16,680 | $889,044 | 0.55% |
| 47 | VIKING THERAPEUTICS INC | VKTX | 29,977 | $787,796 | 0.49% |
| 48 | JAKKS PAC INC | JAKK | 40,867 | $765,439 | 0.47% |
| 49 | BICYCLE THERAPEUTICS PLC | BCYC | 85,224 | $659,634 | 0.41% |
| 50 | BRIDGEBIO PHARMA INC | BBIO | 11,859 | $615,956 | 0.38% |
| 51 | MERIDIANLINK INC | MRDN | 30,809 | $614,023 | 0.38% |
| 52 | EVERQUOTE INC | EVER | 25,623 | $585,998 | 0.36% |
| 53 | ARVINAS INC | ARVN | 66,343 | $565,242 | 0.35% |
| 54 | WINMARK CORP | WINA | 1,081 | $538,089 | 0.33% |
| 55 | EUROPEAN WAX CTR INC | 29882P106 | 131,578 | $524,996 | 0.32% |
| 56 | PEPGEN INC | PEPG | 104,800 | $484,176 | 0.30% |
| 57 | CPI CARD GROUP INC | PMTS | 29,087 | $440,377 | 0.27% |
| 58 | TECTONIC THERAPEUTIC INC | TECX | 23,894 | $374,897 | 0.23% |
| 59 | LARIMAR THERAPEUTICS INC | LRMR | 49,073 | $158,506 | 0.10% |