Monolith Management Ltd Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$226.8B
Holdings
17
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SNPSSynopsys Inc | 113,855 | $56.2B | 24.76% | |
| 2 | BABAALIBABA GROUP HLDG LTD | 180,778 | $32.3B | 14.24% | |
| 3 | PDDPDD Holdings Inc | 209,393 | $27.7B | 12.20% | |
| 4 | N1UANew Oriental Education & Technology Group Inc | 506,046 | $26.9B | 11.84% | |
| 5 | TSMTaiwan Semiconductor Manufacturing Co Ltd | 95,532 | $26.7B | 11.76% | |
| 6 | GDSGDS Holdings Ltd | 345,305 | $13.4B | 5.89% | |
| 7 | ONTOONTO INNOVATION INC | 93,005 | $12.0B | 5.30% | |
| 8 | TALTAL Education Group | 840,600 | $9.4B | 4.15% | |
| 9 | ATATAtour Lifestyle Holdings Ltd | 214,436 | $8.1B | 3.55% | |
| 10 | LITELUMENTUM HLDGS INC | 36,623 | $6.0B | 2.63% | |
| 11 | COHRCOHERENT CORP | 49,400 | $5.3B | 2.35% | |
| 12 | RBLXROBLOX CORP | 9,000 | $1.2B | 0.55% | |
| 13 | VRTVERTIV HOLDINGS CO | 5,625 | $848.6M | 0.37% | |
| 14 | TXNTEXAS INSTRS INC | 1,600 | $294.0M | 0.13% | |
| 15 | WDCWESTERN DIGITAL CORP | 1,900 | $228.1M | 0.10% | |
| 16 | SIMOSILICON MOTION TECHNOLOGY CO | 2,100 | $199.1M | 0.09% | |
| 17 | GLWCORNING INC | 2,400 | $196.9M | 0.09% |