Monimus Capital Management, LP
56 holdingsFiling period: 2026-06-30Current AUM: $454.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | 32.5K | $38.2M | $28.9M | 6.37% | -- | 2026-06-30 |
| 2 | TRIP | Tripadvisor Inc | 2.51M | $34.4M | $23.9M | 5.25% | +4.4K | 2026-06-30 |
| 3 | BKNG | Booking Holdings Inc | 145.5K | $25.9M | $23.8M | 5.25% | +141.0K | 2026-06-30 |
| 4 | — | Riskified Ltd | 3.62M | $18.2M | $18.2M | 4.01% | -73,359 | 2026-06-30 |
| 5 | MSGS | Madison Square Grdn Sprt Cor | 41.0K | $16.5M | $17.0M | 3.73% | -773 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 35.4K | $13.2M | $18.8M | 4.14% | +2.4K | 2026-06-30 |
| 7 | ZD | Ziff Davis Inc | 251.5K | $13.2M | $14.3M | 3.14% | +9.6K | 2026-06-30 |
| 8 | FDS | Factset Resh Sys Inc | 57.2K | $13.2M | $17.9M | 3.93% | +4.7K | 2026-06-30 |
| 9 | DIN | Dine Brands Global Inc | 324.4K | $11.6M | $10.4M | 2.30% | -86,555 | 2026-06-30 |
| 10 | PLNT | Planet Fitness Master Issuer | 219.7K | $11.5M | $11.6M | 2.56% | +110.9K | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 46.9K | $11.2M | $12.3M | 2.71% | -25,238 | 2026-06-30 |
| 12 | DT | Dynatrace Inc | 232.9K | $10.2M | $14.8M | 3.26% | +61.3K | 2026-06-30 |
| 13 | DLTR | Dollar Tree Inc | 78.2K | $9.5M | $9.8M | 2.15% | -919 | 2026-06-30 |
| 14 | TMO | Thermo Fisher Scientific Inc | 18.9K | $9.5M | $13.0M | 2.85% | +5.4K | 2026-06-30 |
| 15 | BLDR | Builders Firstsource Inc | 103.2K | $9.2M | $5.6M | 1.22% | +83.5K | 2026-06-30 |
| 16 | JBTM | Jbt Marel Corporation | 58.4K | $8.5M | $6.2M | 1.36% | +45.0K | 2026-06-30 |
| 17 | AIN | Albany Intl Corp | 110.6K | $8.2M | $7.1M | 1.57% | -65,036 | 2026-06-30 |
| 18 | WDAY | Workday Inc | 65.3K | $8.0M | $13.3M | 2.93% | +18.7K | 2026-06-30 |
| 19 | BILL | Bill Holdings Inc | 220.0K | $8.0M | $10.8M | 2.38% | -62,472 | 2026-06-30 |
| 20 | ALKT | Alkami Technology Inc | 437.7K | $7.9M | $6.4M | 1.41% | -- | 2026-06-30 |
| 21 | LOCO | EL Pollo Loco Hldgs Inc | 456.0K | $7.7M | $7.2M | 1.58% | +17.7K | 2026-06-30 |
| 22 | FRPT | Freshpet Inc | 118.8K | $7.0M | $7.8M | 1.73% | -- | 2026-06-30 |
| 23 | ADBE | Adobe Inc | 34.0K | $7.0M | $8.7M | 1.92% | +5.6K | 2026-06-30 |
| 24 | BRZE | Braze Inc | 319.1K | $6.9M | $14.5M | 3.20% | +82.7K | 2026-06-30 |
| 25 | TTAN | Servicetitan Inc | 93.4K | $6.6M | $7.5M | 1.66% | +24.4K | 2026-06-30 |
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