MONIMUS CAPITAL MANAGEMENT, LP
CIK 1848831
13F filing for Q2 2026・No. 4,289
- Holdings
- US$431.8M
- Quarter change
- +US$71.13M
- Entries
- 56
- Net bought (estimate)
- −US$21.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 10
- Cut 25
- Added 20
- Corporate actions 0
- Unchanged 0
Largest holdings
55 stocks worth US$393.61M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TRIPTRIPADVISOR INCCOM | Added | 2,511,223 | US$34.43M | 8.75% |
| BKNGBOOKING HOLDINGS INCCOM | AddedSplit 30:1 | 145,478 | US$25.93M | 6.59% |
| RSKDRISKIFIED LTDSHS CL A | Cut | 3,619,150 | US$18.24M | 4.63% |
| MSGSMADISON SQUARE GRDN SPRT CORCL A | Cut | 41,012 | US$16.48M | 4.19% |
| MSFTMicrosoftCOM | Added | 35,396 | US$13.2M | 3.35% |
| ZDZIFF DAVIS INCCOM | Added | 251,527 | US$13.17M | 3.35% |
| FDSFACTSET RESH SYS INCCOM | Added | 57,192 | US$13.16M | 3.34% |
| DINE BRANDS GLOBAL INCCOM | Cut | 324,429 | US$11.65M | 2.96% |
| PLNTPLANET FITNESS MASTER ISSUERCL A | Added | 219,748 | US$11.46M | 2.91% |
| AMZNAmazonCOM | Cut | 46,885 | US$11.17M | 2.84% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.