Monolith Management Ltd
18 holdingsFiling period: 2026-06-30Current AUM: $205.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | 88.5K | $42.2M | $36.6M | 17.78% | -58,565 | 2026-06-30 |
| 2 | BABA | Alibaba Group Holding Ltd | 358.0K | $34.4M | $39.1M | 19.02% | +31.5K | 2026-06-30 |
| 3 | PDD | PDD Holdings Inc | 424.5K | $32.4M | $33.1M | 16.10% | -- | 2026-06-30 |
| 4 | MU | Micron Technology Inc | 25.2K | $29.1M | $23.4M | 11.37% | -- | 2026-06-30 |
| 5 | LRCX | Lam Research Corp | 57.1K | $24.7M | $15.5M | 7.51% | -- | 2026-06-30 |
| 6 | EDU | New Oriental Education & Technology Group Inc | 439.5K | $20.2M | $24.7M | 12.01% | +341.5K | 2026-06-30 |
| 7 | SNPS | Synopsys Inc | 39.2K | $17.5M | $14.4M | 7.01% | -43,351 | 2026-06-30 |
| 8 | HUYA | HUYA Inc | 1.97M | $4.5M | $4.1M | 1.98% | -- | 2026-06-30 |
| 9 | SE | Sea Ltd | 40.0K | $3.8M | $4.1M | 2.00% | -- | 2026-06-30 |
| 10 | — | Nu Holdings Ltd. | 277.9K | $3.7M | $3.7M | 1.80% | -- | 2026-06-30 |
| 11 | CPNG | Coupang Inc | 196.2K | $3.4M | $2.9M | 1.40% | -- | 2026-06-30 |
| 12 | STM | STMicroelectronics NV | 14.8K | $1.1M | $709K | 0.34% | -- | 2026-06-30 |
| 13 | MRVL | Marvell Technology Inc | 3.6K | $1.1M | $798K | 0.39% | -- | 2026-06-30 |
| 14 | MKSI | MKS Incorporated | 2.0K | $889K | $463K | 0.22% | -1,470 | 2026-06-30 |
| 15 | — | Tower Semiconductor Ltd | 3.0K | $781K | $781K | 0.38% | -56,300 | 2026-06-30 |
| 16 | AMD | Advanced Micro Devices Inc | 1.0K | $580K | $503K | 0.24% | -- | 2026-06-30 |
| 17 | — | Fabrinet | 840 | $472K | $472K | 0.23% | +240 | 2026-06-30 |
| 18 | SMTC | Semtech Corp | 2.8K | $453K | $422K | 0.21% | -- | 2026-06-30 |
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