13F HOLDINGS REPORT
Monolith Management Ltd
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0002008306-25-000002
Total Value
$149.6M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAL EDUCATION GROUP | TAL | 1,972,631 | $26.1M | 17.41% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 131,796 | $21.9M | 14.62% |
| 3 | ALIBABA GROUP HLDG LTD | BBAAY | 112,894 | $14.9M | 9.98% |
| 4 | AMER SPORTS INC | AS | 550,353 | $14.7M | 9.83% |
| 5 | LEXINFINTECH HLDGS LTD | LX | 1,304,556 | $13.2M | 8.80% |
| 6 | TRIP COM GROUP LTD | TRPCF | 199,744 | $12.7M | 8.49% |
| 7 | VNET GROUP INC | VNET | 1,387,383 | $11.4M | 7.60% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 85,200 | $8.8M | 5.85% |
| 9 | ROOT INC | ROOT | 46,315 | $6.2M | 4.13% |
| 10 | GDS HLDGS LTD | GDHLF | 188,137 | $4.8M | 3.18% |
| 11 | CHINA YUCHAI INTL LTD | G21082105 | 234,771 | $4.0M | 2.67% |
| 12 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 125,134 | $3.5M | 2.37% |
| 13 | QIFU TECHNOLOGY INC | QFNHF | 58,707 | $2.6M | 1.76% |
| 14 | ROBINHOOD MKTS INC | 770700102 | 56,952 | $2.4M | 1.58% |
| 15 | REDDIT INC | RDDT | 19,350 | $2.0M | 1.36% |
| 16 | INTEL CORP | INTC | 1,100,000 | $561,000 | 0.37% |