MONASHEE INVESTMENT MANAGEMENT LLC

PrivateCIK: 1627608
Location

BOSTON, MA

45
Positions
$183.82M
Total AUM (reported)
20.06M
Total Shares

Allocation by class

TOTAL AUM$183.82M45 positions
COM$49.00M26.7%
COM NEW$38.35M20.9%
COM CL A$21.74M11.8%
UNIT 02/15/2029$20.46M11.1%
COM SHS CL A$11.48M6.2%
COM SHS$6.58M3.6%
NOTE 0.750% 2/1$5.86M3.2%

Portfolio Concentration

Top 324.1%4–1031.4%11–2528.1%Rest16.3%TOP 1055.6%0%100%
Top 3$44.38M24.1%
4–10$57.78M31.4%
11–25$51.67M28.1%
Rest$30.00M16.3%

Top 3 weight

24.1%

Top 10 weight

55.6%

Voting Authority Distribution

Total shares with voting rights: 20.06M

Sole

Full voting authority

20.06M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:

TERNS PHARMACEUTICALS INC

SOLE
COM
Shares300K
TypeSH
Market value$15.82M
8.60%
Sole
300K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
UNIT 02/15/2029
Shares299.97K
TypeSH
Market value$15.22M
8.28%
Sole
299.97K
Shared
0.00
None
0.00

MEDLINE INC

SOLE
COM CL A
Shares300K
TypeSH
Market value$13.35M
7.26%
Sole
300K
Shared
0.00
None
0.00

NRG ENERGY INC

SOLE
COM NEW
Shares85K
TypeSH
Market value$12.42M
6.76%
Sole
85K
Shared
0.00
None
0.00

FORGENT POWER SOLUTIONS INC

SOLE
COM SHS CL A
Shares350K
TypeSH
Market value$10.24M
5.57%
Sole
350K
Shared
0.00
None
0.00

SOLID BIOSCIENCES INC

SOLE
COM NEW
Shares1.42M
TypeSH
Market value$10.23M
5.56%
Sole
1.42M
Shared
0.00
None
0.00

NEKTAR THERAPEUTICS

SOLE
COM NEW
Shares100K
TypeSH
Market value$7.20M
3.91%
Sole
100K
Shared
0.00
None
0.00

CYTOKINETICS INC

SOLE
COM NEW
Shares100K
TypeSH
Market value$6.59M
3.59%
Sole
100K
Shared
0.00
None
0.00

JOBY AVIATION INC

SOLE
NOTE 0.750% 2/1
Shares7M
TypeSH
Market value$5.86M
3.19%
Sole
7M
Shared
0.00
None
0.00

PPL CORP

SOLE
UNIT 02/15/2029
Shares101.30K
TypeSH
Market value$5.24M
2.85%
Sole
101.30K
Shared
0.00
None
0.00

BRIDGEBIO PHARMA INC

SOLE
COM
Shares67.14K
TypeSH
Market value$4.99M
2.71%
Sole
67.14K
Shared
0.00
None
0.00

ADT INC DEL

SOLE
COM
Shares700K
TypeSH
Market value$4.60M
2.50%
Sole
700K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
6.5 DEP CUM SR D
Shares100K
TypeSH
Market value$4.50M
2.45%
Sole
100K
Shared
0.00
None
0.00

EVOMMUNE INC

SOLE
COM SHS
Shares179.34K
TypeSH
Market value$4.12M
2.24%
Sole
179.34K
Shared
0.00
None
0.00

KKR & CO INC

SOLE
6.25 CON SER D
Shares100K
TypeSH
Market value$4.02M
2.19%
Sole
100K
Shared
0.00
None
0.00

AST SPACEMOBILE INC

SOLE
COM CL A
Shares45K
TypeSH
Market value$3.73M
2.03%
Sole
45K
Shared
0.00
None
0.00

ZENAS BIOPHARMA INC

SOLE
NOTE 2.500% 4/0
Shares3.15M
TypeSH
Market value$3.21M
1.75%
Sole
3.15M
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares5K
TypeSH
Market value$3.18M
1.73%
Sole
5K
Shared
0.00
None
0.00

VERADERMICS INC

SOLE
COMMON STOCK
Shares50K
TypeSH
Market value$3.16M
1.72%
Sole
50K
Shared
0.00
None
0.00

ZENAS BIOPHARMA INC

SOLE
COM
Shares150K
TypeSH
Market value$2.93M
1.60%
Sole
150K
Shared
0.00
None
0.00

KYMERA THERAPEUTICS INC

SOLE
COM
Shares35.10K
TypeSH
Market value$2.92M
1.59%
Sole
35.10K
Shared
0.00
None
0.00

AMBIQ MICRO INC

SOLE
COMMON STOCK
Shares103.76K
TypeSH
Market value$2.64M
1.43%
Sole
103.76K
Shared
0.00
None
0.00

MINIMED GROUP INC

SOLE
COM
Shares175K
TypeSH
Market value$2.61M
1.42%
Sole
175K
Shared
0.00
None
0.00

FIGURE TECHNOLOGY SOLUTIO

SOLE
COM CL A
Shares76.52K
TypeSH
Market value$2.60M
1.41%
Sole
76.52K
Shared
0.00
None
0.00

SPYGLASS PHARMA INC

SOLE
COM SHS
Shares95K
TypeSH
Market value$2.46M
1.34%
Sole
95K
Shared
0.00
None
0.00
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