Filed: 8/14/2026ACC: 0001848831-26-000005
📋 What this filing means
MONIMUS CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $431.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$431.80M
Total AUM (reported)
15.97M
Total Shares
Allocation by class
COM$296.75M68.7%
CL A$56.28M13.0%
SHS CL A$24.85M5.8%
COM CL A$21.87M5.1%
COM NEW$11.53M2.7%
SPONSORED ADS$8.46M2.0%
SHS$5.57M1.3%
Portfolio Concentration
Top 3$98.54M22.8%
4–10$97.37M22.5%
11–25$125.41M29.0%
Rest$110.47M25.6%
Top 3 weight
22.8%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 15.94M
Sole
Full voting authority
15.94M
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
GE VERNOVA INC
SOLEShares32.50K
TypeSH
Market value$38.18M
8.84%
Sole
0.00
Shared
0.00
None
0.00
TRIPADVISOR INC
SOLEShares2.51M
TypeSH
Market value$34.43M
7.97%
Sole
2.51M
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares145.48K
TypeSH
Market value$25.93M
6.01%
Sole
145.48K
Shared
0.00
None
0.00
RISKIFIED LTD
SOLEShares3.62M
TypeSH
Market value$18.24M
4.22%
Sole
3.62M
Shared
0.00
None
0.00
MADISON SQUARE GRDN SPRT COR
SOLEShares41.01K
TypeSH
Market value$16.48M
3.82%
Sole
41.01K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares35.40K
TypeSH
Market value$13.20M
3.06%
Sole
35.40K
Shared
0.00
None
0.00
ZIFF DAVIS INC
SOLEShares251.53K
TypeSH
Market value$13.17M
3.05%
Sole
251.53K
Shared
0.00
None
0.00
FACTSET RESH SYS INC
SOLEShares57.19K
TypeSH
Market value$13.16M
3.05%
Sole
57.19K
Shared
0.00
None
0.00
DINE BRANDS GLOBAL INC
SOLEShares324.43K
TypeSH
Market value$11.65M
2.70%
Sole
324.43K
Shared
0.00
None
0.00
PLANET FITNESS MASTER ISSUER
SOLEShares219.75K
TypeSH
Market value$11.46M
2.66%
Sole
219.75K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares46.88K
TypeSH
Market value$11.17M
2.59%
Sole
46.88K
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares232.88K
TypeSH
Market value$10.23M
2.37%
Sole
232.88K
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares78.24K
TypeSH
Market value$9.46M
2.19%
Sole
78.24K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares18.87K
TypeSH
Market value$9.46M
2.19%
Sole
18.87K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares103.17K
TypeSH
Market value$9.23M
2.14%
Sole
103.17K
Shared
0.00
None
0.00
JBT MAREL CORPORATION
SOLEShares58.45K
TypeSH
Market value$8.48M
1.96%
Sole
58.45K
Shared
0.00
None
0.00
ALBANY INTL CORP
SOLEShares110.63K
TypeSH
Market value$8.24M
1.91%
Sole
110.63K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares65.34K
TypeSH
Market value$8.00M
1.85%
Sole
65.34K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares219.97K
TypeSH
Market value$7.95M
1.84%
Sole
219.97K
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares437.74K
TypeSH
Market value$7.93M
1.84%
Sole
437.74K
Shared
0.00
None
0.00
EL POLLO LOCO HLDGS INC
SOLEShares455.98K
TypeSH
Market value$7.73M
1.79%
Sole
455.98K
Shared
0.00
None
0.00
FRESHPET INC
SOLEShares118.79K
TypeSH
Market value$7.02M
1.63%
Sole
118.79K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares34.01K
TypeSH
Market value$6.97M
1.61%
Sole
34.01K
Shared
0.00
None
0.00
BRAZE INC
SOLEShares319.14K
TypeSH
Market value$6.92M
1.60%
Sole
319.14K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares93.41K
TypeSH
Market value$6.60M
1.53%
Sole
93.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GE VERNOVA INCSOLE | COM | 32.50K | SH | $38.18M 8.84% | 0.00 | 0.00 | 0.00 |
TRIPADVISOR INCSOLE | COM | 2.51M | SH | $34.43M 7.97% | 2.51M | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 145.48K | SH | $25.93M 6.01% | 145.48K | 0.00 | 0.00 |
RISKIFIED LTDSOLE | SHS CL A | 3.62M | SH | $18.24M 4.22% | 3.62M | 0.00 | 0.00 |
MADISON SQUARE GRDN SPRT CORSOLE | CL A | 41.01K | SH | $16.48M 3.82% | 41.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 35.40K | SH | $13.20M 3.06% | 35.40K | 0.00 | 0.00 |
ZIFF DAVIS INCSOLE | COM | 251.53K | SH | $13.17M 3.05% | 251.53K | 0.00 | 0.00 |
FACTSET RESH SYS INCSOLE | COM | 57.19K | SH | $13.16M 3.05% | 57.19K | 0.00 | 0.00 |
DINE BRANDS GLOBAL INCSOLE | COM | 324.43K | SH | $11.65M 2.70% | 324.43K | 0.00 | 0.00 |
PLANET FITNESS MASTER ISSUERSOLE | CL A | 219.75K | SH | $11.46M 2.66% | 219.75K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 46.88K | SH | $11.17M 2.59% | 46.88K | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 232.88K | SH | $10.23M 2.37% | 232.88K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 78.24K | SH | $9.46M 2.19% | 78.24K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 18.87K | SH | $9.46M 2.19% | 18.87K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 103.17K | SH | $9.23M 2.14% | 103.17K | 0.00 | 0.00 |
JBT MAREL CORPORATIONSOLE | COM | 58.45K | SH | $8.48M 1.96% | 58.45K | 0.00 | 0.00 |
ALBANY INTL CORPSOLE | CL A | 110.63K | SH | $8.24M 1.91% | 110.63K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 65.34K | SH | $8.00M 1.85% | 65.34K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 219.97K | SH | $7.95M 1.84% | 219.97K | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 437.74K | SH | $7.93M 1.84% | 437.74K | 0.00 | 0.00 |
EL POLLO LOCO HLDGS INCSOLE | COM | 455.98K | SH | $7.73M 1.79% | 455.98K | 0.00 | 0.00 |
FRESHPET INCSOLE | COM | 118.79K | SH | $7.02M 1.63% | 118.79K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 34.01K | SH | $6.97M 1.61% | 34.01K | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 319.14K | SH | $6.92M 1.60% | 319.14K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 93.41K | SH | $6.60M 1.53% | 93.41K | 0.00 | 0.00 |
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