Filed: 2/14/2025ACC: 0002008306-25-000001
📋 What this filing means
MONOLITH MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $197.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$197.03M
Total AUM (reported)
6.84M
Total Shares
Allocation by class
SPONSORED ADS$50.60M25.7%
COM$45.12M22.9%
SHS BEN INT$27.26M13.8%
CL A$26.75M13.6%
SHS$12.33M6.3%
COM SHS$11.30M5.7%
COM CL A$7.45M3.8%
Portfolio Concentration
Top 3$68.46M34.7%
4–10$77.17M39.2%
11–25$51.40M26.1%
Top 3 weight
34.7%
Top 10 weight
73.9%
Voting Authority Distribution
Total shares with voting rights: 6.84M
Sole
Full voting authority
6.84M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
ISHARES BITCOIN TRUST ETF
SOLEShares513.87K
TypeSH
Market value$27.26M
13.84%
Sole
513.87K
Shared
0.00
None
0.00
TAL EDUCATION GROUP
SOLEShares2.47M
TypeSH
Market value$24.77M
12.57%
Sole
2.47M
Shared
0.00
None
0.00
TESLA INC
SOLEShares40.70K
TypeSH
Market value$16.44M
8.34%
Sole
40.70K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares42K
TypeSH
Market value$14.04M
7.13%
Sole
42K
Shared
0.00
None
0.00
ISHARES ETHEREUM TRUST ETF
SOLEShares487.50K
TypeSH
Market value$12.33M
6.26%
Sole
487.50K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares404.27K
TypeSH
Market value$11.30M
5.74%
Sole
404.27K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares18.40K
TypeSH
Market value$10.77M
5.47%
Sole
18.40K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
SOLEShares54K
TypeSH
Market value$10.66M
5.41%
Sole
54K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares85K
TypeSH
Market value$9.39M
4.76%
Sole
85K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares89.40K
TypeSH
Market value$8.67M
4.40%
Sole
89.40K
Shared
0.00
None
0.00
GDS HOLDINGS LTD
SOLEShares273.40K
TypeSH
Market value$6.50M
3.30%
Sole
273.40K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares37K
TypeSH
Market value$6.05M
3.07%
Sole
37K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares38K
TypeSH
Market value$5.87M
2.98%
Sole
38K
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares188K
TypeSH
Market value$5.26M
2.67%
Sole
188K
Shared
0.00
None
0.00
QIFU TECHNOLOGY INC
SOLEShares124.69K
TypeSH
Market value$4.79M
2.43%
Sole
124.69K
Shared
0.00
None
0.00
HIMS & HERS HEALTH INC
SOLEShares191.50K
TypeSH
Market value$4.63M
2.35%
Sole
191.50K
Shared
0.00
None
0.00
BITDEER TECHNOLOGIES GROUP
SOLEShares165K
TypeSH
Market value$3.58M
1.81%
Sole
165K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares27K
TypeSH
Market value$2.92M
1.48%
Sole
27K
Shared
0.00
None
0.00
ATOUR LIFESTYLE HOLDINGS LTD
SOLEShares107.30K
TypeSH
Market value$2.89M
1.46%
Sole
107.30K
Shared
0.00
None
0.00
VNET GROUP INC
SOLEShares595.46K
TypeSH
Market value$2.82M
1.43%
Sole
595.46K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares127K
TypeSH
Market value$2.82M
1.43%
Sole
127K
Shared
0.00
None
0.00
HUYA INC
SOLEShares698.41K
TypeSH
Market value$2.14M
1.09%
Sole
698.41K
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
SOLEShares63.75K
TypeSH
Market value$1.15M
0.58%
Sole
63.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 513.87K | SH | $27.26M 13.84% | 513.87K | 0.00 | 0.00 |
TAL EDUCATION GROUPSOLE | SPONSORED ADS | 2.47M | SH | $24.77M 12.57% | 2.47M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 40.70K | SH | $16.44M 8.34% | 40.70K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 42K | SH | $14.04M 7.13% | 42K | 0.00 | 0.00 |
ISHARES ETHEREUM TRUST ETFSOLE | SHS | 487.50K | SH | $12.33M 6.26% | 487.50K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 404.27K | SH | $11.30M 5.74% | 404.27K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 18.40K | SH | $10.77M 5.47% | 18.40K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDSOLE | SPONSORED ADS | 54K | SH | $10.66M 5.41% | 54K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 85K | SH | $9.39M 4.76% | 85K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 89.40K | SH | $8.67M 4.40% | 89.40K | 0.00 | 0.00 |
GDS HOLDINGS LTDSOLE | SPONSORED ADS | 273.40K | SH | $6.50M 3.30% | 273.40K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 37K | SH | $6.05M 3.07% | 37K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 38K | SH | $5.87M 2.98% | 38K | 0.00 | 0.00 |
CONFLUENT INCSOLE | COM | 188K | SH | $5.26M 2.67% | 188K | 0.00 | 0.00 |
QIFU TECHNOLOGY INCSOLE | AMERICAN DEP | 124.69K | SH | $4.79M 2.43% | 124.69K | 0.00 | 0.00 |
HIMS & HERS HEALTH INCSOLE | COM CL A | 191.50K | SH | $4.63M 2.35% | 191.50K | 0.00 | 0.00 |
BITDEER TECHNOLOGIES GROUPSOLE | CL A ORD SHS | 165K | SH | $3.58M 1.81% | 165K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 27K | SH | $2.92M 1.48% | 27K | 0.00 | 0.00 |
ATOUR LIFESTYLE HOLDINGS LTDSOLE | CL A ORD SHS | 107.30K | SH | $2.89M 1.46% | 107.30K | 0.00 | 0.00 |
VNET GROUP INCSOLE | SPONSORED ADS A | 595.46K | SH | $2.82M 1.43% | 595.46K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 127K | SH | $2.82M 1.43% | 127K | 0.00 | 0.00 |
HUYA INCSOLE | ADS REP SHS A | 698.41K | SH | $2.14M 1.09% | 698.41K | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPSOLE | CL A | 63.75K | SH | $1.15M 0.58% | 63.75K | 0.00 | 0.00 |