Monolith Management Ltd

data from 30/09/2025

Capitalization

$ 226.848 M -19.77 %

Average holding period

2 ans

Performance

$ 80.361 M 37.45 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Monolith Management Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SNPS Synopsys Inc 24.76% 56.175 M $ 113855 2025/06/30 -814.423 K $ -3.76 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 14.24% 32.310 M $ 180778 2025/03/31 0.000 $ 0.00 %
2025/09/30 PDD PDD Holdings Inc 12.20% 27.675 M $ 209393 2023/12/31 5.310 M $ 26.29 %
2025/09/30 EDU New Oriental Education & Technology Group Inc 11.84% 26.856 M $ 506046 2025/06/30 -232.760 K $ -1.63 %
2025/09/30 TSM Taiwan Semiconductor Manufacturing Co Ltd 11.76% 26.681 M $ 95532 2024/03/31 2.445 M $ 23.31 %
2025/09/30 GDS GDS Holdings Ltd 5.89% 13.363 M $ 345305 2024/12/31 2.454 M $ 26.59 %
2025/09/30 ONTO ONTO INNOVATION INC 5.30% 12.018 M $ 93005 2025/09/30 0.000 $ 0.00 %
2025/09/30 TAL TAL Education Group 4.15% 9.415 M $ 840600 2023/12/31 2.082 M $ 9.59 %
2025/09/30 ATAT Atour Lifestyle Holdings Ltd 3.55% 8.061 M $ 214436 2024/12/31 920.211 K $ 15.63 %
2025/09/30 LITE LUMENTUM HLDGS INC 2.63% 5.959 M $ 36623 2025/09/30 0.000 $ 0.00 %
2025/09/30 COHR COHERENT CORP 2.35% 5.321 M $ 49400 2025/09/30 0.000 $ 0.00 %
2025/09/30 RBLX ROBLOX CORP 0.55% 1.247 M $ 9000 2025/09/30 0.000 $ 0.00 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.37% 848.588 K $ 5625 2025/09/30 0.000 $ 0.00 %
2025/09/30 TXN TEXAS INSTRS INC 0.13% 293.968 K $ 1600 2025/09/30 0.000 $ 0.00 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.10% 228.114 K $ 1900 2025/09/30 0.000 $ 0.00 %
2025/09/30 SIMO SILICON MOTION TECHNOLOGY CO 0.09% 199.101 K $ 2100 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLW CORNING INC 0.09% 196.872 K $ 2400 2025/09/30 0.000 $ 0.00 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 RBRK RUBRIK INC. 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SBET SHARPLINK GAMING INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 GOOG ALPHABET INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 VNET VNET GROUP INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 INTC INTEL CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ROOT ROOT INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 CYD CHINA YUCHAI INTL LTD 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 ZETA ZETA GLOBAL HOLDINGS CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 NVDA NVIDIA CORPORATION 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TCOM TRIP COM GROUP LTD 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 RDDT REDDIT INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 DUOL DUOLINGO INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 LX LEXINFINTECH HLDGS LTD 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 MP MP MATERIALS CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %