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MONIMUS CAPITAL MANAGEMENT, LP 13F holdings

Filed 2026-08-14 · MONIMUS CAPITAL MANAGEMENT, LP · 56 positions · $431.8M

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TickerCompanySharesValue% of portfolio
GEVGE VERNOVA INC32.5K$38.2M8.8%
TRIPTRIPADVISOR INC2.5M$34.4M8.0%
BKNGBOOKING HOLDINGS INC145.5K$25.9M6.0%
—RISKIFIED LTD3.6M$18.2M4.2%
MSGSMADISON SQUARE GRDN SPRT COR41.0K$16.5M3.8%
MSFTMICROSOFT CORP35.4K$13.2M3.1%
ZDZIFF DAVIS INC251.5K$13.2M3.1%
FDSFACTSET RESH SYS INC57.2K$13.2M3.0%
DINDINE BRANDS GLOBAL INC324.4K$11.6M2.7%
PLNTPLANET FITNESS MASTER ISSUER219.7K$11.5M2.7%
AMZNAMAZON COM INC46.9K$11.2M2.6%
DTDYNATRACE INC232.9K$10.2M2.4%
DLTRDOLLAR TREE INC78.2K$9.5M2.2%
TMOTHERMO FISHER SCIENTIFIC INC18.9K$9.5M2.2%
BLDRBUILDERS FIRSTSOURCE INC103.2K$9.2M2.1%
JBTMJBT MAREL CORPORATION58.4K$8.5M2.0%
AINALBANY INTL CORP110.6K$8.2M1.9%
WDAYWORKDAY INC65.3K$8.0M1.9%
BILLBILL HOLDINGS INC220.0K$8.0M1.8%
ALKTALKAMI TECHNOLOGY INC437.7K$7.9M1.8%
LOCOEL POLLO LOCO HLDGS INC456.0K$7.7M1.8%
FRPTFRESHPET INC118.8K$7.0M1.6%
ADBEADOBE INC34.0K$7.0M1.6%
BRZEBRAZE INC319.1K$6.9M1.6%
TTANSERVICETITAN INC93.4K$6.6M1.5%
SGISOMNIGROUP INTERNATIONAL INC81.5K$6.4M1.5%
TEAMATLASSIAN CORPORATION77.7K$6.0M1.4%
AMPLAMPLITUDE INC783.8K$6.0M1.4%
LUXELUXEXPERIENCE BV750.3K$5.6M1.3%
MLABMESA LABS INC55.3K$5.5M1.3%
PINSPINTEREST INC243.7K$5.1M1.2%
LIONLIONSGATE STUDIOS CORP322.4K$4.9M1.1%
FICOFAIR ISAAC CORP4.0K$4.7M1.1%
SPBSPECTRUM BRANDS HOLDINGS INC54.6K$4.7M1.1%
EVEREVERQUOTE INC192.7K$4.6M1.1%
IBPINSTALLED BLDG PRODS INC19.2K$4.4M1.0%
FNKOFUNKO INC743.1K$4.4M1.0%
ROCKGIBRALTAR INDS INC91.9K$4.1M1.0%
RVMDREVOLUTION MEDICINES INC20.8K$3.9M0.9%
BFAMBRIGHT HORIZONS FAM SOL IN D54.7K$3.9M0.9%
FLRFLUOR CORP69.6K$3.6M0.8%
RSIRUSH STREET INTERACTIVE INC113.9K$3.4M0.8%
—TAT TECHNOLOGIES LTD68.8K$3.3M0.8%
—PROTHENA CORP PLC329.1K$3.2M0.7%
CMRCCOMMERCE.COM INC1.1M$3.2M0.7%
ABVXABIVAX SA21.6K$2.9M0.7%
FIVEFIVE BELOW INC15.5K$2.8M0.6%
VKTXVIKING THERAPEUTICS INC66.5K$2.6M0.6%
—UNIQURE NV51.1K$2.4M0.5%
DFINDONNELLEY FINL SOLUTIONS INC44.8K$1.9M0.4%
QTTBQ32 BIO INC132.0K$1.7M0.4%
ASMBASSEMBLY BIOSCIENCES INC47.6K$1.3M0.3%
PEPGPEPGEN INC587.7K$1.1M0.2%
ARDXARDELYX INC195.6K$997,6160.2%
TECXTECTONIC THERAPEUTIC INC28.1K$967,4160.2%
OKTAOKTA INC6.8K$923,7660.2%
Top Fund Holdings
13F
Top Fund Holdings

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