13F HOLDINGS REPORT
Monolith Management Ltd
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002008306-25-000006
Total Value
$226.8M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Synopsys Inc | SNPS | 113,855 | $56.2M | 24.76% |
| 2 | ALIBABA GROUP HLDG LTD | BBAAY | 180,778 | $32.3M | 14.24% |
| 3 | PDD Holdings Inc | PDD | 209,393 | $27.7M | 12.20% |
| 4 | New Oriental Education & Technology Group Inc | 647581206 | 506,046 | $26.9M | 11.84% |
| 5 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 95,532 | $26.7M | 11.76% |
| 6 | GDS Holdings Ltd | GDHLF | 345,305 | $13.4M | 5.89% |
| 7 | ONTO INNOVATION INC | ONTO | 93,005 | $12.0M | 5.30% |
| 8 | TAL Education Group | TAL | 840,600 | $9.4M | 4.15% |
| 9 | Atour Lifestyle Holdings Ltd | ATAT | 214,436 | $8.1M | 3.55% |
| 10 | LUMENTUM HLDGS INC | LITE | 36,623 | $6.0M | 2.63% |
| 11 | COHERENT CORP | COHR | 49,400 | $5.3M | 2.35% |
| 12 | ROBLOX CORP | RBLX | 9,000 | $1.2M | 0.55% |
| 13 | VERTIV HOLDINGS CO | VRT | 5,625 | $848,588 | 0.37% |
| 14 | TEXAS INSTRS INC | 882508104 | 1,600 | $293,968 | 0.13% |
| 15 | WESTERN DIGITAL CORP | WDC | 1,900 | $228,114 | 0.10% |
| 16 | SILICON MOTION TECHNOLOGY CO | SIMO | 2,100 | $199,101 | 0.09% |
| 17 | CORNING INC | GLW | 2,400 | $196,872 | 0.09% |