13F HOLDINGS REPORT
Monolith Management Ltd
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0002008306-24-000003
Total Value
$217.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 331,468 | $44.1M | 20.31% |
| 2 | NVIDIA CORPORATION | NVDA | 299,550 | $37.0M | 17.06% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 142,770 | $24.8M | 11.44% |
| 4 | ISHARES BITCOIN TR | IBIT | 603,300 | $20.6M | 9.49% |
| 5 | NETEASE INC | NETTF | 153,650 | $14.7M | 6.77% |
| 6 | MICROSOFT CORP | MSFT | 31,300 | $14.0M | 6.45% |
| 7 | SNOWFLAKE INC | SNOW | 100,000 | $13.5M | 6.23% |
| 8 | AMPHENOL CORP NEW | 032095101 | 190,640 | $12.8M | 5.92% |
| 9 | TAL EDUCATION GROUP | TAL | 904,967 | $9.7M | 4.45% |
| 10 | GE VERNOVA INC | GEV | 43,250 | $7.4M | 3.42% |
| 11 | VISTRA CORP | VST | 86,240 | $7.4M | 3.42% |
| 12 | CONSTELLATION ENERGY CORP | CEG | 35,500 | $7.1M | 3.28% |
| 13 | GIGACLOUD TECHNOLOGY INC | GCT | 126,700 | $3.9M | 1.78% |