Monolith Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Synopsys Inc(SNPS) | 42,220 | 113,855 | +71,635 | 21,645,350 | 56,174,918 | 24.76% | +34,529,568 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 180,778 | +180,778 | 0 | 32,310,452 | 14.24% | +32,310,452 |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | 46,305 | 95,532 | +49,227 | 10,487,619 | 26,681,132 | 11.76% | +16,193,513 |
| New Oriental Education & Technology Group Inc(EDU) | 264,500 | 506,046 | +241,546 | 14,269,775 | 26,855,861 | 11.84% | +12,586,086 |
| ONTO INNOVATION INC(ONTO) | 0 | 93,005 | +93,005 | 0 | 12,018,106 | 5.30% | +12,018,106 |
| PDD Holdings Inc(PDD) | 193,008 | 209,393 | +16,385 | 20,200,217 | 27,675,473 | 12.20% | +7,475,256 |
| LUMENTUM HLDGS INC(LITE) | 0 | 36,623 | +36,623 | 0 | 5,958,928 | 2.63% | +5,958,928 |
| COHERENT CORP(COHR) | 0 | 49,400 | +49,400 | 0 | 5,321,368 | 2.35% | +5,321,368 |
| GDS Holdings Ltd(GDS) | 301,872 | 345,305 | +43,433 | 9,228,227 | 13,363,304 | 5.89% | +4,135,077 |
| Atour Lifestyle Holdings Ltd(ATAT) | 181,144 | 214,436 | +33,292 | 5,888,991 | 8,060,649 | 3.55% | +2,171,658 |
| ROBLOX CORP(RBLX) | 0 | 9,000 | +9,000 | 0 | 1,246,680 | 0.55% | +1,246,680 |
| VERTIV HOLDINGS CO(VRT) | 0 | 5,625 | +5,625 | 0 | 848,588 | 0.37% | +848,588 |
| TEXAS INSTRS INC(TXN) | 0 | 1,600 | +1,600 | 0 | 293,968 | 0.13% | +293,968 |
| WESTERN DIGITAL CORP(WDC) | 0 | 1,900 | +1,900 | 0 | 228,114 | 0.10% | +228,114 |
| SILICON MOTION TECHNOLOGY CO(SIMO) | 0 | 2,100 | +2,100 | 0 | 199,101 | 0.09% | +199,101 |
| CORNING INC(GLW) | 0 | 2,400 | +2,400 | 0 | 196,872 | 0.09% | +196,872 |
| SHARPLINK GAMING INC(SBET) | 28,200 | 0 | -28,200 | 280,026 | 0 | — | -280,026 |
| REDDIT INC(RDDT) | 2,320 | 0 | -2,320 | 349,322 | 0 | — | -349,322 |
| DUOLINGO INC(DUOL) | 1,355 | 0 | -1,355 | 555,577 | 0 | — | -555,577 |
| TESLA INC(TSLA) | 2,845 | 0 | -2,845 | 903,743 | 0 | — | -903,743 |
| VNET GROUP INC(VNET) | 246,759 | 0 | -246,759 | 1,702,637 | 0 | — | -1,702,637 |
| MP MATERIALS CORP(MP) | 174,390 | 0 | -174,390 | 5,801,955 | 0 | — | -5,801,955 |
| CHINA YUCHAI INTL LTD(CYD) | 273,811 | 0 | -273,811 | 6,546,821 | 0 | — | -6,546,821 |
| INTEL CORP(INTC) | 312,565 | 0 | -312,565 | 7,001,456 | 0 | — | -7,001,456 |
| LEXINFINTECH HLDGS LTD | 1,094,927 | 0 | -1,094,927 | 7,894,424 | 0 | — | -7,894,424 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 667,225 | 0 | -667,225 | 10,335,315 | 0 | — | -10,335,315 |
| TAL Education Group(TAL) | 2,124,031 | 840,600 | -1,283,431 | 21,707,597 | 9,414,720 | 4.15% | -12,292,877 |
| TRIP COM GROUP LTD(TCOM) | 214,916 | 0 | -214,916 | 12,602,674 | 0 | — | -12,602,674 |
| ROOT INC(ROOT) | 110,405 | 0 | -110,405 | 14,128,528 | 0 | — | -14,128,528 |
| ROBINHOOD MKTS INC(HOOD) | 174,670 | 0 | -174,670 | 16,354,352 | 0 | — | -16,354,352 |
| NVIDIA CORPORATION(NVDA) | 104,585 | 0 | -104,585 | 16,523,384 | 0 | — | -16,523,384 |
| ADVANCED MICRO DEVICES INC(AMD) | 122,275 | 0 | -122,275 | 17,350,823 | 0 | — | -17,350,823 |
| ALPHABET INC(GOOG) | 104,500 | 0 | -104,500 | 18,537,255 | 0 | — | -18,537,255 |
| RUBRIK INC.(RBRK) | 211,050 | 0 | -211,050 | 18,907,970 | 0 | — | -18,907,970 |
| MARVELL TECHNOLOGY INC(MRVL) | 304,200 | 0 | -304,200 | 23,545,080 | 0 | — | -23,545,080 |