13F HOLDINGS REPORT
Monolith Management Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002008306-25-000003
Total Value
$282.7M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARVELL TECHNOLOGY INC | MRVL | 304,200 | $23.5M | 8.33% |
| 2 | TAL EDUCATION GROUP | TAL | 2,124,031 | $21.7M | 7.68% |
| 3 | SYNOPSYS INC | SNPS | 42,220 | $21.6M | 7.66% |
| 4 | PDD HOLDINGS INC | PDD | 193,008 | $20.2M | 7.14% |
| 5 | RUBRIK INC. | RBRK | 211,050 | $18.9M | 6.69% |
| 6 | ALPHABET INC | GOOG | 104,500 | $18.5M | 6.56% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 122,275 | $17.4M | 6.14% |
| 8 | NVIDIA CORPORATION | NVDA | 104,585 | $16.5M | 5.84% |
| 9 | ROBINHOOD MKTS INC | 770700102 | 174,670 | $16.4M | 5.78% |
| 10 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 264,500 | $14.3M | 5.05% |
| 11 | ROOT INC | ROOT | 110,405 | $14.1M | 5.00% |
| 12 | TRIP COM GROUP LTD | TRPCF | 214,916 | $12.6M | 4.46% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 46,305 | $10.5M | 3.71% |
| 14 | ZETA GLOBAL HOLDINGS CORP | ZETA | 667,225 | $10.3M | 3.66% |
| 15 | GDS HLDGS LTD | GDHLF | 301,872 | $9.2M | 3.26% |
| 16 | LEXINFINTECH HLDGS LTD | LX | 1,094,927 | $7.9M | 2.79% |
| 17 | INTEL CORP | INTC | 312,565 | $7.0M | 2.48% |
| 18 | CHINA YUCHAI INTL LTD | G21082105 | 273,811 | $6.5M | 2.32% |
| 19 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 181,144 | $5.9M | 2.08% |
| 20 | MP MATERIALS CORP | MP | 174,390 | $5.8M | 2.05% |
| 21 | VNET GROUP INC | VNET | 246,759 | $1.7M | 0.60% |
| 22 | TESLA INC | TSLA | 2,845 | $903,743 | 0.32% |
| 23 | DUOLINGO INC | DUOL | 1,355 | $555,577 | 0.20% |
| 24 | REDDIT INC | RDDT | 2,320 | $349,322 | 0.12% |
| 25 | SHARPLINK GAMING INC | SBET | 28,200 | $280,026 | 0.10% |