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Monolith Management LTD

CIK:0002008306
Asset Manager
$283M AUM
25 holdings
Hong Kong, K3, Hong Kong
Latest filing:Jun 30, 2025

Monolith Management Ltd is an investment management firm headquartered in Hong Kong. It primarily serves as an institutional asset manager, filing quarterly 13F disclosures with the SEC. The firm manages a diversified equity portfolio and maintains a presence as a registered investment adviser. Founded date is not available. Employee count is not publicly disclosed.

Investment Strategy

Monolith Management Ltd pursues diversified equity investing, allocating its portfolio across a variety of sectors and global large-cap companies. The firm actively manages positions in leading technology, consumer, and financial firms, with frequent buying and selling based on market trends and capital flow signals. Its strategy emphasizes both tactical allocations to growth sectors and opportunistic entry into emerging tech leaders, such as NVIDIA, Microsoft, and PDD Holdings. The firm also utilizes a data-driven approach in building concentrated and rapid-turnover stock positions, as indicated by its net buying activity and addition of new stock holdings in recent quarters.

Latest 13F Filing Activity

Monolith Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $283M. The fund increased holdings in Marvell Technology Inc., Synopsys Inc., PDD Holdings Inc. among other positions. Monolith Management LTD reduced exposure to Alibaba Group HLDG LTD, Amer Sports Inc., Taiwan Semiconductor MFG LTD among others.

Top Buys
M
MRVLMARVELL TECHNOLOGY INC
+$23.5M
S
SNPSSYNOPSYS INC
+$21.6M
P
PDDPDD HOLDINGS INC
+$20.2M
R
RBRKRUBRIK INC.
+$18.9M
G
GOOGALPHABET INC
+$18.5M
Top Sells
B
BABAALIBABA GROUP HLDG LTD
-$14.9M
A
ASAMER SPORTS INC
-$14.7M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
-$11.4M
V
VNETVNET GROUP INC
-$9.7M
L
LXLEXINFINTECH HLDGS LTD
-$5.3M

Top Holdings

M
MRVLMARVELL TECHNOLOGY INC
+8.3%$23.5M
T
TALTAL EDUCATION GROUP
+7.7%$21.7M
S
SNPSSYNOPSYS INC
+7.7%$21.6M
P
PDDPDD HOLDINGS INC
+7.1%$20.2M
R
RBRKRUBRIK INC.
+6.7%$18.9M

Equity Positions (25)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MARVELL TECHNOLOGY INC8.33%$23.5M304,200$77.40$77.40+$23.5M
TAL EDUCATION GROUP7.68%$21.7M2,124,031$11.37$10.22-$4.4M
SYNOPSYS INC7.66%$21.6M42,220$512.68$512.68+$21.6M
PDD HOLDINGS INC7.14%$20.2M193,008$104.66$104.66+$20.2M
RUBRIK INC.6.69%$18.9M211,050$89.59$89.59+$18.9M

Industry Allocation

SERVICES-BUSINESS SERVICES, NEC
+26.4%
SERVICES-PREPACKAGED SOFTWARE
+25.3%
SERVICES-EDUCATIONAL SERVICES
+16.0%
SEMICONDUCTORS & RELATED DEVICES
+12.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.9%