MONIMUS CAPITAL MANAGEMENT, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$117.8B
Holdings
48
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DLTRDOLLAR TREE INC | 129,917 | $9.8B | 8.28% | |
| 2 | PLNTPLANET FITNESS INC | 64,288 | $6.2B | 5.27% | |
| 3 | JAKKJAKKS PAC INC | 233,866 | $5.8B | 4.90% | |
| 4 | FIVEFIVE BELOW INC | 76,747 | $5.8B | 4.88% | |
| 5 | SPBSPECTRUM BRANDS HLDGS INC NE | 70,913 | $5.1B | 4.31% | |
| 6 | PTBPOTBELLY CORP | 505,944 | $4.8B | 4.08% | |
| 7 | MSGSMADISON SQUARE GRDN SPRT COR | 24,045 | $4.7B | 3.97% | |
| 8 | RSKDRISKIFIED LTD | 951,305 | $4.4B | 3.73% | |
| 9 | TRIPTRIPADVISOR INC | 300,037 | $4.3B | 3.61% | |
| 10 | IASINTEGRAL AD SCIENCE HLDNG CO | 487,371 | $3.9B | 3.33% | |
| 11 | MUMICRON TECHNOLOGY INC | 42,874 | $3.7B | 3.16% | |
| 12 | ABNBAIRBNB INC | 31,089 | $3.7B | 3.15% | |
| 13 | TPRTAPESTRY INC | 49,291 | $3.5B | 2.95% | |
| 14 | HIIHUNTINGTON INGALLS INDS INC | 16,223 | $3.3B | 2.81% | |
| 15 | BVBRIGHTVIEW HLDGS INC | 251,668 | $3.2B | 2.74% | |
| 16 | INSPINSPIRE MED SYS INC | 20,093 | $3.2B | 2.72% | |
| 17 | PLOWDOUGLAS DYNAMICS INC | 133,152 | $3.1B | 2.63% | |
| 18 | PZZAPAPA JOHNS INTL INC | 71,289 | $2.9B | 2.49% | |
| 19 | DKNGDRAFTKINGS INC NEW | 82,854 | $2.8B | 2.34% | |
| 20 | AMPLAMPLITUDE INC | 255,436 | $2.6B | 2.21% | |
| 21 | DSGRDISTRIBUTION SOLUTIONS GRP I | 89,419 | $2.5B | 2.13% | |
| 22 | CMECME GROUP INC | 8,749 | $2.3B | 1.97% | |
| 23 | FIXCOMFORT SYS USA INC | 6,602 | $2.1B | 1.81% | |
| 24 | CMRCBIGCOMMERCE HLDGS INC | 349,319 | $2.0B | 1.71% | |
| 25 | UCTTULTRA CLEAN HLDGS INC | 87,280 | $1.9B | 1.59% | |
| 26 | BLDRBUILDERS FIRSTSOURCE INC | 14,723 | $1.8B | 1.56% | |
| 27 | EVEREVERQUOTE INC | 68,861 | $1.8B | 1.53% | |
| 28 | STRLSTERLING INFRASTRUCTURE INC | 15,693 | $1.8B | 1.51% | |
| 29 | TSVT*2SEVENTY BIO INC | 296,260 | $1.5B | 1.24% | |
| 30 | CPRICAPRI HOLDINGS LIMITED | 72,647 | $1.4B | 1.22% | |
| 31 | WINAWINMARK CORP | 4,298 | $1.4B | 1.16% | |
| 32 | GPGICOMPOSECURE INC | 108,164 | $1.2B | 1.00% | |
| 33 | RSIRUSH STREET INTERACTIVE INC | 97,686 | $1.0B | 0.89% | |
| 34 | ORNORION GROUP HLDGS INC | 187,401 | $980.1M | 0.83% | |
| 35 | XPOFXPONENTIAL FITNESS INC | 115,170 | $959.4M | 0.81% | |
| 36 | KROSKEROS THERAPEUTICS INC | 84,055 | $856.5M | 0.73% | |
| 37 | BBIOBRIDGEBIO PHARMA INC | 23,760 | $821.4M | 0.70% | |
| 38 | ARDXARDELYX INC | 161,227 | $791.6M | 0.67% | |
| 39 | ZM3ZUMIEZ INC | 52,300 | $778.7M | 0.66% | |
| 40 | RVLVREVOLVE GROUP INC | 35,938 | $772.3M | 0.66% | |
| 41 | VKTXVIKING THERAPEUTICS INC | 22,643 | $546.8M | 0.46% | |
| 42 | ASMBASSEMBLY BIOSCIENCES INC | 42,067 | $402.2M | 0.34% | |
| 43 | LUXEMYT NETHERLANDS PARENT B V | 45,259 | $342.2M | 0.29% | |
| 44 | TECXTECTONIC THERAPEUTIC INC | 18,461 | $326.9M | 0.28% | |
| 45 | LRMRLARIMAR THERAPEUTICS INC | 146,284 | $314.5M | 0.27% | |
| 46 | CARGCARGURUS INC | 7,811 | $227.5M | 0.19% | |
| 47 | SPROSPERO THERAPEUTICS INC | 310,908 | $223.9M | 0.19% | |
| 48 | GPROGOPRO INC | 107,166 | $71.0M | 0.06% |