Monolith Management Ltd
Top Portfolio Positions
30 positions ·
$252,525,432 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
147,015 | $49,683,719 | 19.67% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
326,500 | $40,962,690 | 16.22% | |
| SNPS |
Synopsys Inc
Technology
|
82,568 | $32,736,560 | 12.96% | |
| AXTI |
Axt Inc
Technology
|
281,250 | $16,025,625 | 6.35% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
41,760 | $15,524,280 | 6.15% | |
| SNDK |
Sandisk Corp
Technology
|
20,384 | $12,950,770 | 5.13% | |
| ATAT |
Atour Lifestyle Holdings Ltd
Consumer Cyclical
|
305,493 | $11,245,197 | 4.45% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
59,300 | $10,405,964 | 4.12% | |
| LMT |
Lockheed Martin Corp
Industrials
|
13,200 | $7,977,948 | 3.16% | |
| HUYA |
HUYA Inc.
Communication Services
|
1,965,800 | $6,487,140 | 2.57% |
Portfolio Trend
10 quarters · across all stocks
Holdings in HUYA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,487,140 | 1,965,800 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $2,144,124 | 698,412 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||