小隐寺数据中心API 小隐寺主站

MONIMUS CAPITAL MANAGEMENT, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

MONIMUS CAPITAL MANAGEMENT, LP

报告期 2026-03-31 · CIK 0001848831

持仓数

55

前50大市值合计

$356.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

TRIP TRIPADVISOR INC

COM

$26.7M

2,506,865

7.5%

BKNG BOOKING HOLDINGS INC

COM

$18.9M

4,494

5.3%

AMZN AMAZON COM INC

COM

$15.0M

72,123

4.2%

— RISKIFIED LTD

SHS CL A

$14.5M

3,692,509

4.1%

MSGS MADISON SQUARE GRDN SPRT COR

CL A

$13.4M

41,785

3.8%

MSFT MICROSOFT CORP

COM

$12.2M

32,966

3.4%

FDS FACTSET RESH SYS INC

COM

$11.4M

52,492

3.2%

SPB SPECTRUM BRANDS HOLDINGS INC

COM

$11.0M

148,767

3.1%

BILL BILL HOLDINGS INC

COM

$10.8M

282,447

3.0%

DIN DINE BRANDS GLOBAL INC

COM

$10.8M

410,984

3.0%

ZD ZIFF DAVIS INC

COM

$10.2M

241,918

2.8%

AIN ALBANY INTL CORP

CL A

$9.2M

175,668

2.6%

PINS PINTEREST INC

CL A

$9.1M

493,998

2.5%

MLAB MESA LABS INC

COM

$9.0M

101,292

2.5%

DLTR DOLLAR TREE INC

COM

$8.7M

79,163

2.4%

LION LIONSGATE STUDIOS CORP

COM

$8.6M

899,114

2.4%

AMPL AMPLITUDE INC

COM CL A

$8.6M

1,264,286

2.4%

PLNT PLANET FITNESS MASTER ISSUER

CL A

$8.1M

108,802

2.3%

FLR FLUOR CORP

COM

$8.0M

171,049

2.2%

CME CME GROUP INC

COM

$7.8M

26,519

2.2%

ADBE ADOBE INC

COM

$6.9M

28,365

1.9%

TMO THERMO FISHER SCIENTIFIC INC

COM

$6.6M

13,493

1.9%

TEAM ATLASSIAN CORPORATION

CL A

$6.5M

94,831

1.8%

DT DYNATRACE INC

COM NEW

$6.3M

171,555

1.8%

CLX CLOROX CO DEL

COM

$6.3M

60,768

1.8%

LOCO EL POLLO LOCO HLDGS INC

COM

$6.1M

438,269

1.7%

WDAY WORKDAY INC

CL A

$6.1M

46,600

1.7%

POOL POOL CORP

COM

$5.9M

29,224

1.7%

BRZE BRAZE INC

COM CL A

$5.6M

236,468

1.6%

LUXE LUXEXPERIENCE BV

SPONSORED ADS

$5.4M

675,553

1.5%

— ENVIRI CORP

COM

$5.2M

263,133

1.4%

GTLB GITLAB INC

CLASS A COM

$5.0M

233,122

1.4%

— PROTHENA CORP PLC

SHS

$4.7M

485,617

1.3%

EVER EVERQUOTE INC

COM CL A

$4.7M

304,110

1.3%

FIVE FIVE BELOW INC

COM

$4.6M

19,970

1.3%

TTAN SERVICETITAN INC

SHS CL A

$4.4M

68,984

1.2%

TENB TENABLE HLDGS INC

COM

$4.0M

234,731

1.1%

AMN AMN HEALTHCARE SVCS INC

COM

$3.6M

193,907

1.0%

RSI RUSH STREET INTERACTIVE INC

COM

$3.5M

159,321

1.0%

CMRC COMMERCE.COM INC

COM SER 1

$3.1M

1,164,942

0.9%

ARDX ARDELYX INC

COM

$2.7M

443,775

0.7%

DSGR DISTRIBUTION SOLUTIONS GRP I

COM

$2.6M

99,923

0.7%

FNKO FUNKO INC

COM CL A

$2.4M

756,876

0.7%

— TAT TECHNOLOGIES LTD

ORD NEW

$2.3M

56,421

0.6%

VKTX VIKING THERAPEUTICS INC

COM

$2.2M

67,841

0.6%

EWCZ EUROPEAN WAX CTR INC

CLASS A COM

$1.9M

326,152

0.5%

RVMD REVOLUTION MEDICINES INC

COM

$1.9M

19,114

0.5%

JBTM JBT MAREL CORPORATION

COM

$1.7M

13,452

0.5%

BLDR BUILDERS FIRSTSOURCE INC

COM

$1.6M

19,672

0.5%

ASMB ASSEMBLY BIOSCIENCES INC

COM NEW

$1.3M

48,390

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

28%前 6 大占比

TRIP7.5%BKNG5.3%AMZN4.2%RISKIFIED LTD4.1%MSGS3.8%MSFT3.4%