account_balance
Investment manager · 13F filer · SEC CIK 2008306
Monolith Management Ltd
Reported value$199Mas of Sep 30, 2026
Positions20 11 new, 8 sold out
Top 10 weight85.9%SNPS alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SNPSSynopsys, Inc.
15.2%Added +77%
SESea Ltd
10.8%Added +449%
EDUNew Oriental Education & Technology Group Inc.
9.4%Trimmed −24%
AMDAdvanced Micro Devices, Inc.
8.7%Added +2720%
INTCIntel Corp
8.5%New
SNOWSnowflake Inc.
8.3%New
SNDKSanDisk Corporation
8.0%New
TALTAL Education Group
5.8%New
BABAAlibaba Group Holding Limited
5.7%Trimmed −11%
METAMeta Platforms, Inc.
5.6%New
PDDPDD Holdings Inc.
3.3%New
HUYAHUYA Inc
2.3%
SNPSSynopsys, Inc.
15.2%Added +77%
SESea Ltd
10.8%Added +449%
EDUNew Oriental Education & Technology Group Inc.
9.4%Trimmed −24%
AMDAdvanced Micro Devices, Inc.
8.7%Added +2720%
INTCIntel Corp
8.5%New
SNOW8.3%SNDK8.0%TAL5.8%BABA5.7%META5.6%PDD3.3%HUYABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNPS Synopsys, Inc. 15.2% Added +77%SE Sea Ltd 10.8% Added +449%EDU New Oriental Education & Technology Group Inc. 9.4% Trimmed −24%AMD Advanced Micro Devices, Inc. 8.7% Added +2720%INTC Intel Corp 8.5% NewSNOW Snowflake Inc. 8.3% NewSNDK SanDisk Corporation 8.0% NewTAL TAL Education Group 5.8% NewBABA Alibaba Group Holding Limited 5.7% Trimmed −11%META Meta Platforms, Inc. 5.6% NewPDD PDD Holdings Inc. 3.3% NewHUYA HUYA Inc 2.3% Held
What changed