Holders — by stockHoldings — by fund
MONIMUS CAPITAL MANAGEMENT, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001848831
$431.8M
disclosed book value
56
positions
8.8%
largest position share
Positions, as of 2026-06-30
top 56 of 56 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GEVGE VERNOVA INCPUT | 32,500 | $38.2M | 8.8% |
| 2 | TRIPTRIPADVISOR INC | 2.5M | $34.4M | 8% |
| 3 | BKNGBOOKING HOLDINGS INC | 145,478 | $25.9M | 6% |
| 4 | RISKIFIED LTD | 3.6M | $18.2M | 4.2% |
| 5 | MSGSMADISON SQUARE GRDN SPRT COR | 41,012 | $16.5M | 3.8% |
| 6 | MSFTMICROSOFT CORP | 35,396 | $13.2M | 3.1% |
| 7 | ZDZIFF DAVIS INC | 251,527 | $13.2M | 3.1% |
| 8 | FDSFACTSET RESH SYS INC | 57,192 | $13.2M | 3% |
| 9 | DINDINE BRANDS GLOBAL INC | 324,429 | $11.6M | 2.7% |
| 10 | PLNTPLANET FITNESS MASTER ISSUER | 219,748 | $11.5M | 2.7% |
| 11 | AMZNAMAZON COM INC | 46,885 | $11.2M | 2.6% |
| 12 | DTDYNATRACE INC | 232,883 | $10.2M | 2.4% |
| 13 | DLTRDOLLAR TREE INC | 78,244 | $9.5M | 2.2% |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 18,870 | $9.5M | 2.2% |
| 15 | BLDRBUILDERS FIRSTSOURCE INC | 103,173 | $9.2M | 2.1% |
| 16 | JBTMJBT MAREL CORPORATION | 58,449 | $8.5M | 2% |
| 17 | AINALBANY INTL CORP | 110,632 | $8.2M | 1.9% |
| 18 | WDAYWORKDAY INC | 65,339 | $8.0M | 1.9% |
| 19 | BILLBILL HOLDINGS INC | 219,975 | $8.0M | 1.8% |
| 20 | ALKTALKAMI TECHNOLOGY INC | 437,735 | $7.9M | 1.8% |
| 21 | LOCOEL POLLO LOCO HLDGS INC | 455,982 | $7.7M | 1.8% |
| 22 | FRPTFRESHPET INC | 118,790 | $7.0M | 1.6% |
| 23 | ADBEADOBE INC | 34,009 | $7.0M | 1.6% |
| 24 | BRZEBRAZE INC | 319,141 | $6.9M | 1.6% |
| 25 | TTANSERVICETITAN INC | 93,408 | $6.6M | 1.5% |
| 26 | SGISOMNIGROUP INTERNATIONAL INC | 81,544 | $6.4M | 1.5% |
| 27 | TEAMATLASSIAN CORPORATION | 77,704 | $6.0M | 1.4% |
| 28 | AMPLAMPLITUDE INC | 783,808 | $6.0M | 1.4% |
| 29 | LUXELUXEXPERIENCE BV | 750,297 | $5.6M | 1.3% |
| 30 | MLABMESA LABS INC | 55,344 | $5.5M | 1.3% |
| 31 | PINSPINTEREST INC | 243,667 | $5.1M | 1.2% |
| 32 | LIONLIONSGATE STUDIOS CORP | 322,397 | $4.9M | 1.1% |
| 33 | FICOFAIR ISAAC CORP | 3,973 | $4.7M | 1.1% |
| 34 | SPBSPECTRUM BRANDS HOLDINGS INC | 54,597 | $4.7M | 1.1% |
| 35 | EVEREVERQUOTE INC | 192,749 | $4.6M | 1.1% |
| 36 | IBPINSTALLED BLDG PRODS INC | 19,168 | $4.4M | 1% |
| 37 | FNKOFUNKO INC | 743,052 | $4.4M | 1% |
| 38 | ROCKGIBRALTAR INDS INC | 91,939 | $4.1M | 1% |
| 39 | RVMDREVOLUTION MEDICINES INC | 20,845 | $3.9M | 0.9% |
| 40 | BFAMBRIGHT HORIZONS FAM SOL IN D | 54,740 | $3.9M | 0.9% |
| 41 | FLRFLUOR CORP | 69,585 | $3.6M | 0.8% |
| 42 | RSIRUSH STREET INTERACTIVE INC | 113,905 | $3.4M | 0.8% |
| 43 | TAT TECHNOLOGIES LTD | 68,841 | $3.3M | 0.8% |
| 44 | PROTHENA CORP PLC | 329,052 | $3.2M | 0.7% |
| 45 | CMRCCOMMERCE.COM INC | 1.1M | $3.2M | 0.7% |
| 46 | ABVXABIVAX SA | 21,644 | $2.9M | 0.7% |
| 47 | FIVEFIVE BELOW INC | 15,547 | $2.8M | 0.6% |
| 48 | VKTXVIKING THERAPEUTICS INC | 66,502 | $2.6M | 0.6% |
| 49 | UNIQURE NV | 51,066 | $2.4M | 0.5% |
| 50 | DFINDONNELLEY FINL SOLUTIONS INC | 44,806 | $1.9M | 0.4% |
| 51 | QTTBQ32 BIO INC | 132,036 | $1.7M | 0.4% |
| 52 | ASMBASSEMBLY BIOSCIENCES INC | 47,580 | $1.3M | 0.3% |
| 53 | PEPGPEPGEN INC | 587,688 | $1.1M | 0.2% |
| 54 | ARDXARDELYX INC | 195,611 | $997,616 | 0.2% |
| 55 | TECXTECTONIC THERAPEUTIC INC | 28,143 | $967,416 | 0.2% |
| 56 | OKTAOKTA INC | 6,770 | $923,766 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.