MONIMUS CAPITAL MANAGEMENT, LP
56 holdingsFiling period: 2026-06-30Current AUM: $432.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | 32.5K | $38.2M | $28.7M | 6.63% | -- | 2026-06-30 |
| 2 | TRIP | TRIPADVISOR INC | 2.51M | $34.4M | $22.6M | 5.23% | +4.4K | 2026-06-30 |
| 3 | BKNG | BOOKING HOLDINGS INC | 145.5K | $25.9M | $24.9M | 5.76% | +141.0K | 2026-06-30 |
| 4 | — | RISKIFIED LTD | 3.62M | $18.2M | $18.2M | 4.21% | -73,359 | 2026-06-30 |
| 5 | MSGS | MADISON SQUARE GRDN SPRT COR | 41.0K | $16.5M | $16.1M | 3.73% | -773 | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 35.4K | $13.2M | $17.6M | 4.06% | +2.4K | 2026-06-30 |
| 7 | ZD | ZIFF DAVIS INC | 251.5K | $13.2M | $14.9M | 3.44% | +9.6K | 2026-06-30 |
| 8 | FDS | FACTSET RESH SYS INC | 57.2K | $13.2M | $15.8M | 3.66% | +4.7K | 2026-06-30 |
| 9 | DIN | DINE BRANDS GLOBAL INC | 324.4K | $11.6M | $8.8M | 2.03% | -86,555 | 2026-06-30 |
| 10 | PLNT | PLANET FITNESS MASTER ISSUER | 219.7K | $11.5M | $11.2M | 2.58% | +110.9K | 2026-06-30 |
| 11 | AMZN | AMAZON COM INC | 46.9K | $11.2M | $11.6M | 2.69% | -25,238 | 2026-06-30 |
| 12 | DT | DYNATRACE INC | 232.9K | $10.2M | $12.8M | 2.97% | +61.3K | 2026-06-30 |
| 13 | DLTR | DOLLAR TREE INC | 78.2K | $9.5M | $8.8M | 2.04% | -919 | 2026-06-30 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | 18.9K | $9.5M | $12.1M | 2.80% | +5.4K | 2026-06-30 |
| 15 | BLDR | BUILDERS FIRSTSOURCE INC | 103.2K | $9.2M | $6.2M | 1.43% | +83.5K | 2026-06-30 |
| 16 | JBTM | JBT MAREL CORPORATION | 58.4K | $8.5M | $6.5M | 1.50% | +45.0K | 2026-06-30 |
| 17 | AIN | ALBANY INTL CORP | 110.6K | $8.2M | $6.6M | 1.52% | -65,036 | 2026-06-30 |
| 18 | WDAY | WORKDAY INC | 65.3K | $8.0M | $12.5M | 2.88% | +18.7K | 2026-06-30 |
| 19 | BILL | BILL HOLDINGS INC | 220.0K | $8.0M | $11.0M | 2.54% | -62,472 | 2026-06-30 |
| 20 | ALKT | ALKAMI TECHNOLOGY INC | 437.7K | $7.9M | $8.4M | 1.95% | -- | 2026-06-30 |
| 21 | LOCO | EL POLLO LOCO HLDGS INC | 456.0K | $7.7M | $6.6M | 1.53% | +17.7K | 2026-06-30 |
| 22 | FRPT | FRESHPET INC | 118.8K | $7.0M | $7.4M | 1.72% | -- | 2026-06-30 |
| 23 | ADBE | ADOBE INC | 34.0K | $7.0M | $8.8M | 2.02% | +5.6K | 2026-06-30 |
| 24 | BRZE | BRAZE INC | 319.1K | $6.9M | $8.1M | 1.87% | +82.7K | 2026-06-30 |
| 25 | TTAN | SERVICETITAN INC | 93.4K | $6.6M | $5.5M | 1.26% | +24.4K | 2026-06-30 |
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