Holdings
Monolith Management Ltd
As of Jun 30, 2026, Monolith Management Ltd reported 12 positions worth US$125M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Micron Technology, Inc. and Lam Research Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 88,450 | US$42.2M | −58,565 | Jun 30, 2026 |
| Micron Technology, Inc. | 25,240 | US$29.1M | new | Jun 30, 2026 |
| Lam Research Corporation | 57,100 | US$24.7M | new | Jun 30, 2026 |
| Synopsys, Inc. | 39,217 | US$17.5M | −43,351 | Jun 30, 2026 |
| Nu Holdings Ltd. | 278K | US$3.71M | no change | Jun 30, 2026 |
| Coupang, Inc. | 196K | US$3.41M | no change | Jun 30, 2026 |
| Stmicroelectronics Nv | 14,800 | US$1.11M | new | Jun 30, 2026 |
| Marvell Technology, Inc. | 3,600 | US$1.07M | new | Jun 30, 2026 |
| Mks Inc. | 2,000 | US$890K | −1,470 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 1,000 | US$581K | new | Jun 30, 2026 |