Monolith Management Ltd Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$282.7B
Holdings
25
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRVLMARVELL TECHNOLOGY INC | 304,200 | $23.5B | 8.33% | |
| 2 | TALTAL EDUCATION GROUP | 2,124,031 | $21.7B | 7.68% | |
| 3 | SNPSSYNOPSYS INC | 42,220 | $21.6B | 7.66% | |
| 4 | PDDPDD HOLDINGS INC | 193,008 | $20.2B | 7.14% | |
| 5 | RBRKRUBRIK INC. | 211,050 | $18.9B | 6.69% | |
| 6 | GOOGALPHABET INC | 104,500 | $18.5B | 6.56% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 122,275 | $17.4B | 6.14% | |
| 8 | NVDANVIDIA CORPORATION | 104,585 | $16.5B | 5.84% | |
| 9 | HOODROBINHOOD MKTS INC | 174,670 | $16.4B | 5.78% | |
| 10 | N1UANEW ORIENTAL ED & TECHNOLOGY | 264,500 | $14.3B | 5.05% | |
| 11 | ROOTROOT INC | 110,405 | $14.1B | 5.00% | |
| 12 | CLVTRIP COM GROUP LTD | 214,916 | $12.6B | 4.46% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 46,305 | $10.5B | 3.71% | |
| 14 | ZETAZETA GLOBAL HOLDINGS CORP | 667,225 | $10.3B | 3.66% | |
| 15 | GDSGDS HLDGS LTD | 301,872 | $9.2B | 3.26% | |
| 16 | LXLEXINFINTECH HLDGS LTD | 1,094,927 | $7.9B | 2.79% | |
| 17 | INTCINTEL CORP | 312,565 | $7.0B | 2.48% | |
| 18 | CYDCHINA YUCHAI INTL LTD | 273,811 | $6.5B | 2.32% | |
| 19 | ATATATOUR LIFESTYLE HLDGS LTD | 181,144 | $5.9B | 2.08% | |
| 20 | MPMP MATERIALS CORP | 174,390 | $5.8B | 2.05% | |
| 21 | VNETVNET GROUP INC | 246,759 | $1.7B | 0.60% | |
| 22 | TSLATESLA INC | 2,845 | $903.7M | 0.32% | |
| 23 | DUOLDUOLINGO INC | 1,355 | $555.6M | 0.20% | |
| 24 | RDDTREDDIT INC | 2,320 | $349.3M | 0.12% | |
| 25 | SBETSHARPLINK GAMING INC | 28,200 | $280.0M | 0.10% |