Monolith Management Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 90.6%; sector active share 55.0% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 53.7% | $118,970,548 |
| Consumer Cyclical | 33.4% | $73,987,295 |
| Consumer Defensive | 9.1% | $20,177,445 |
| Communication Services | 2.0% | $4,521,340 |
| Financial Services | 1.7% | $3,712,744 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | −208,995 | 117,505 | $11,278,129 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −58,565 | 88,450 | $42,241,066 | |
| TSEM | Tower Semiconductor Ltd | −56,300 | 3,000 | $781,920 | |
| SNPS | Synopsys Inc | −43,351 | 39,217 | $17,493,527 | |
| MKSI | Mks Inc | −1,470 | 2,000 | $889,600 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 25,240 | $29,134,279 | |
| LRCX | Lam Research Corp | 57,100 | $24,743,143 | |
| STM | STMicroelectronics N.V. | 14,800 | $1,108,372 | |
| MRVL | Marvell Technology, Inc. | 3,600 | $1,072,404 | |
| AMD | Advanced Micro Devices Inc | 1,000 | $580,910 | |
| SMTC | Semtech Corp | 2,800 | $453,180 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOG | Alphabet Inc. | 104,209 | $29,893,393 | |
| AXTI | Axt Inc | 281,250 | $16,025,625 | |
| TSLA | Tesla, Inc. | 41,760 | $15,524,280 | |
| SNDK | Sandisk Corp | 20,384 | $12,950,770 | |
| ATAT | Atour Lifestyle Holdings Ltd | 305,493 | $11,245,197 | |
| LMT | Lockheed Martin Corp | 13,200 | $7,977,948 | |
| RIG | Transocean Ltd. | 966,000 | $6,404,580 | |
| GLD | Spdr Gold Trust | 14,720 | $6,333,868 | |
| INTC | Intel Corp | 96,550 | $4,260,751 | |
| LITE | Lumentum Holdings Inc. | 4,841 | $3,402,061 | |
| HTHT | H World Group Ltd | 64,818 | $3,259,697 | |
| ZEPP | Zepp Health Corp | 173,847 | $2,077,471 | |
| HOOD | Robinhood Markets, Inc. | 23,800 | $1,649,340 | |
| FIX | Comfort Systems USA Inc | 880 | $1,213,511 | |
| NVDA | Nvidia Corp | 3,550 | $619,120 | |
| RMBS | Rambus Inc | 6,200 | $533,386 | |
| COHR | Coherent Corp. | 1,800 | $428,778 | |
| FLEX | Flex Ltd. | 6,100 | $399,306 | |
| AAOI | Applied Optoelectronics, Inc. | 3,100 | $262,229 | |
| FRO | Frontline plc | 295 | $10,283 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 88,450 | $42,241,066 | 19.08% | |
| BABA |
Alibaba Group Holding Ltd
CALL
+ SHARES
Consumer Cyclical
|
Added | 358,005 | $34,361,319 | 15.52% | |
| PDD |
PDD Holdings Inc.
CALL
Consumer Cyclical
|
NEW | 424,500 | $32,380,860 | 14.63% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 25,240 | $29,134,279 | 13.16% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 57,100 | $24,743,143 | 11.18% | |
| EDU |
New Oriental Education & Technology Group Inc.
Consumer Defensive
|
Added | 439,500 | $20,177,445 | 9.11% | |
| SNPS |
Synopsys Inc
Technology
|
Reduced | 39,217 | $17,493,527 | 7.90% | |
| HUYA |
HUYA Inc.
Communication Services
|
Held | 1,965,800 | $4,521,340 | 2.04% | |
| SE |
Sea Ltd
Consumer Cyclical
|
Held | 40,050 | $3,837,991 | 1.73% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Held | 277,900 | $3,712,744 | 1.68% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
Held | 196,150 | $3,407,125 | 1.54% | |
| STM |
STMicroelectronics N.V.
Technology
|
NEW | 14,800 | $1,108,372 | 0.50% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 3,600 | $1,072,404 | 0.48% | |
| MKSI |
Mks Inc
Technology
|
Reduced | 2,000 | $889,600 | 0.40% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
Reduced | 3,000 | $781,920 | 0.35% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,000 | $580,910 | 0.26% | |
| FN |
Fabrinet
Technology
|
Added | 840 | $472,147 | 0.21% | |
| SMTC |
Semtech Corp
Technology
|
NEW | 2,800 | $453,180 | 0.20% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.