Filed: 11/13/2025ACC: 0002008306-25-000006
📋 What this filing means
MONOLITH MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $226.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$226.85M
Total AUM (reported)
2.71M
Total Shares
Allocation by class
SPONSORED ADS$117.51M51.8%
COM$81.44M35.9%
SPON ADR$26.86M11.8%
COM CL A$848.6K0.4%
SPONSORED ADR$199.1K0.1%
Portfolio Concentration
Top 3$116.16M51.2%
4–10$102.35M45.1%
11–25$8.33M3.7%
Top 3 weight
51.2%
Top 10 weight
96.3%
Voting Authority Distribution
Total shares with voting rights: 2.71M
Sole
Full voting authority
2.71M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
Synopsys Inc
SOLEShares113.86K
TypeSH
Market value$56.17M
24.76%
Sole
113.86K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares180.78K
TypeSH
Market value$32.31M
14.24%
Sole
180.78K
Shared
0.00
None
0.00
PDD Holdings Inc
SOLEShares209.39K
TypeSH
Market value$27.68M
12.20%
Sole
209.39K
Shared
0.00
None
0.00
New Oriental Education & Technology Group Inc
SOLEShares506.05K
TypeSH
Market value$26.86M
11.84%
Sole
506.05K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Co Ltd
SOLEShares95.53K
TypeSH
Market value$26.68M
11.76%
Sole
95.53K
Shared
0.00
None
0.00
GDS Holdings Ltd
SOLEShares345.31K
TypeSH
Market value$13.36M
5.89%
Sole
345.31K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares93K
TypeSH
Market value$12.02M
5.30%
Sole
93K
Shared
0.00
None
0.00
TAL Education Group
SOLEShares840.60K
TypeSH
Market value$9.41M
4.15%
Sole
840.60K
Shared
0.00
None
0.00
Atour Lifestyle Holdings Ltd
SOLEShares214.44K
TypeSH
Market value$8.06M
3.55%
Sole
214.44K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares36.62K
TypeSH
Market value$5.96M
2.63%
Sole
36.62K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares49.40K
TypeSH
Market value$5.32M
2.35%
Sole
49.40K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares9K
TypeSH
Market value$1.25M
0.55%
Sole
9K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares5.63K
TypeSH
Market value$848.6K
0.37%
Sole
5.63K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares1.60K
TypeSH
Market value$294.0K
0.13%
Sole
1.60K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares1.90K
TypeSH
Market value$228.1K
0.10%
Sole
1.90K
Shared
0.00
None
0.00
SILICON MOTION TECHNOLOGY CO
SOLEShares2.10K
TypeSH
Market value$199.1K
0.09%
Sole
2.10K
Shared
0.00
None
0.00
CORNING INC
SOLEShares2.40K
TypeSH
Market value$196.9K
0.09%
Sole
2.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Synopsys IncSOLE | COM | 113.86K | SH | $56.17M 24.76% | 113.86K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 180.78K | SH | $32.31M 14.24% | 180.78K | 0.00 | 0.00 |
PDD Holdings IncSOLE | SPONSORED ADS | 209.39K | SH | $27.68M 12.20% | 209.39K | 0.00 | 0.00 |
New Oriental Education & Technology Group IncSOLE | SPON ADR | 506.05K | SH | $26.86M 11.84% | 506.05K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Co LtdSOLE | SPONSORED ADS | 95.53K | SH | $26.68M 11.76% | 95.53K | 0.00 | 0.00 |
GDS Holdings LtdSOLE | SPONSORED ADS | 345.31K | SH | $13.36M 5.89% | 345.31K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 93K | SH | $12.02M 5.30% | 93K | 0.00 | 0.00 |
TAL Education GroupSOLE | SPONSORED ADS | 840.60K | SH | $9.41M 4.15% | 840.60K | 0.00 | 0.00 |
Atour Lifestyle Holdings LtdSOLE | SPONSORED ADS | 214.44K | SH | $8.06M 3.55% | 214.44K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 36.62K | SH | $5.96M 2.63% | 36.62K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 49.40K | SH | $5.32M 2.35% | 49.40K | 0.00 | 0.00 |
ROBLOX CORPSOLE | COM | 9K | SH | $1.25M 0.55% | 9K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 5.63K | SH | $848.6K 0.37% | 5.63K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 1.60K | SH | $294.0K 0.13% | 1.60K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 1.90K | SH | $228.1K 0.10% | 1.90K | 0.00 | 0.00 |
SILICON MOTION TECHNOLOGY COSOLE | SPONSORED ADR | 2.10K | SH | $199.1K 0.09% | 2.10K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 2.40K | SH | $196.9K 0.09% | 2.40K | 0.00 | 0.00 |