13F HOLDINGS REPORT
Monolith Management Ltd
Quarter ended Q1 2024 · Filed May 7, 2024 · Accession 0002008306-24-000002
Total Value
$252.1M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 70,250 | $63.5M | 25.18% |
| 2 | MICROSOFT CORP | MSFT | 76,800 | $32.3M | 12.82% |
| 3 | PDD HOLDINGS INC | PDD | 244,500 | $28.4M | 11.28% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 182,000 | $24.8M | 9.82% |
| 5 | ISHARES BITCOIN TR | IBIT | 603,300 | $24.4M | 9.69% |
| 6 | NETEASE INC | NETTF | 186,000 | $19.2M | 7.64% |
| 7 | DIGITAL RLTY TR INC | 253868103 | 120,000 | $17.3M | 6.86% |
| 8 | VERTIV HOLDINGS CO | VRT | 210,500 | $17.2M | 6.82% |
| 9 | META PLATFORMS INC | META | 24,500 | $11.9M | 4.72% |
| 10 | TAL EDUCATION GROUP | TAL | 904,967 | $10.3M | 4.07% |
| 11 | LI AUTO INC | LAAOF | 92,000 | $2.8M | 1.11% |