MONIMUS CAPITAL MANAGEMENT, LP Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$106.2B
Holdings
51
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLNTPLANET FITNESS INC | 67,745 | $6.7B | 6.31% | |
| 2 | JAKKJAKKS PAC INC | 219,858 | $6.2B | 5.83% | |
| 3 | MSGSMADISON SQUARE GRDN SPRT COR | 26,721 | $6.0B | 5.68% | |
| 4 | 0C3ENDEAVOR GROUP HLDGS INC | 165,405 | $5.2B | 4.88% | |
| 5 | INSPINSPIRE MED SYS INC | 27,504 | $5.1B | 4.80% | |
| 6 | PTBPOTBELLY CORP | 520,259 | $4.9B | 4.62% | |
| 7 | FIVEFIVE BELOW INC | 39,763 | $4.2B | 3.93% | |
| 8 | DKNGDRAFTKINGS INC NEW | 102,211 | $3.8B | 3.58% | |
| 9 | AMPLAMPLITUDE INC | 344,103 | $3.6B | 3.42% | |
| 10 | RSKDRISKIFIED LTD | 724,816 | $3.4B | 3.23% | |
| 11 | GPGICOMPOSECURE INC | 215,826 | $3.3B | 3.12% | |
| 12 | TPRTAPESTRY INC | 49,227 | $3.2B | 3.03% | |
| 13 | SPBSPECTRUM BRANDS HLDGS INC NE | 37,557 | $3.2B | 2.99% | |
| 14 | CPRICAPRI HOLDINGS LIMITED | 146,945 | $3.1B | 2.92% | |
| 15 | DSGRDISTRIBUTION SOLUTIONS GRP I | 89,419 | $3.1B | 2.90% | |
| 16 | HIIHUNTINGTON INGALLS INDS INC | 15,371 | $2.9B | 2.74% | |
| 17 | PLOWDOUGLAS DYNAMICS INC | 101,566 | $2.4B | 2.26% | |
| 18 | RPAYREPAY HLDGS CORP | 282,675 | $2.2B | 2.03% | |
| 19 | EVEREVERQUOTE INC | 107,066 | $2.1B | 2.02% | |
| 20 | IASINTEGRAL AD SCIENCE HLDNG CO | 193,482 | $2.0B | 1.90% | |
| 21 | CMRCBIGCOMMERCE HLDGS INC | 316,713 | $1.9B | 1.83% | |
| 22 | 0J7QIAC INC | 39,378 | $1.7B | 1.60% | |
| 23 | WINAWINMARK CORP | 4,298 | $1.7B | 1.59% | |
| 24 | ABNBAIRBNB INC | 12,677 | $1.7B | 1.57% | |
| 25 | ROIVROIVANT SCIENCES LTD | 137,058 | $1.6B | 1.53% | |
| 26 | PINSPINTEREST INC | 55,833 | $1.6B | 1.53% | |
| 27 | DLTRDOLLAR TREE INC | 21,553 | $1.6B | 1.52% | |
| 28 | NABLN-ABLE INC | 151,361 | $1.4B | 1.33% | |
| 29 | BVBRIGHTVIEW HLDGS INC | 88,387 | $1.4B | 1.33% | |
| 30 | RSIRUSH STREET INTERACTIVE INC | 91,729 | $1.3B | 1.19% | |
| 31 | BBIOBRIDGEBIO PHARMA INC | 41,077 | $1.1B | 1.06% | |
| 32 | IRTCIRHYTHM TECHNOLOGIES INC | 11,659 | $1.1B | 0.99% | |
| 33 | AEOAMERICAN EAGLE OUTFITTERS IN | 60,079 | $1.0B | 0.94% | |
| 34 | YETIYETI HLDGS INC | 25,478 | $981.2M | 0.92% | |
| 35 | LOCOEL POLLO LOCO HLDGS INC | 80,991 | $934.6M | 0.88% | |
| 36 | ORNORION GROUP HLDGS INC | 126,817 | $929.6M | 0.88% | |
| 37 | PTLOPORTILLOS INC | 90,287 | $848.7M | 0.80% | |
| 38 | VKTXVIKING THERAPEUTICS INC | 21,006 | $845.3M | 0.80% | |
| 39 | TSVT*2SEVENTY BIO INC | 263,644 | $775.1M | 0.73% | |
| 40 | FTDRFRONTDOOR INC | 12,270 | $670.8M | 0.63% | |
| 41 | ASMBASSEMBLY BIOSCIENCES INC | 42,067 | $663.8M | 0.63% | |
| 42 | LNTHLANTHEUS HLDGS INC | 7,296 | $652.7M | 0.61% | |
| 43 | AMZNAMAZON COM INC | 2,788 | $611.7M | 0.58% | |
| 44 | RVLVREVOLVE GROUP INC | 14,962 | $501.1M | 0.47% | |
| 45 | CTMXCYTOMX THERAPEUTICS INC | 364,306 | $375.2M | 0.35% | |
| 46 | CARGCARGURUS INC | 9,903 | $361.9M | 0.34% | |
| 47 | CDXSCODEXIS INC | 71,050 | $338.9M | 0.32% | |
| 48 | SPROSPERO THERAPEUTICS INC | 310,908 | $320.2M | 0.30% | |
| 49 | FLWS1 800 FLOWERS COM INC | 36,403 | $297.4M | 0.28% | |
| 50 | LRMRLARIMAR THERAPEUTICS INC | 47,100 | $182.3M | 0.17% | |
| 51 | OVIDOVID THERAPEUTICS INC | 138,266 | $129.1M | 0.12% |