Monashee Investment Management LLC — 13F Holdings & Portfolio

CIK 1627608 · latest 13F-HR filed 2026-08-13

Monashee Investment Management LLC manages $59.6M in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGM (8.54%), GOOGN (8.44%), SLDB (8.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 43, added to 0, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
75 PARK PLAZA
4TH FLOOR
BOSTON, MA 02116
Phone
(617) 671-0048
Filing Manager
Monashee Investment Management LLC
Boston, MA
Signatory
Jeff Muller
COO/CCO
Loading holdings…
AUM

$59.6M

Long-equity book

Holdings

23

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+21 / −43 / ↑0 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • SOLID BIOSCIENCES INC-$5.2M -51.2%
  • ADT INC DEL-$699.0K -15.2%
Show all 2

New Positions

  • ALPHABET INC$5.1M
  • ALPHABET INC$5.0M
  • DIGITAL RLTY TR INC$4.5M
  • SPYRE THERAPEUTICS INC$4.4M
  • TANGO THERAPEUTICS INC$3.1M
Show all 21

Exited Positions

  • TERNS PHARMACEUTICALS INC$15.8M
  • NEXTERA ENERGY INC$15.2M
  • MEDLINE INC$13.3M
  • NRG ENERGY INC$12.4M
  • FORGENT POWER SOLUTIONS INC$10.2M
Show all 43
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGM 02079K404 $5.1M 8.54% 100,000 SH
2 ALPHABET INC GOOGN 02079K602 $5.0M 8.44% 100,000 SH
3 SOLID BIOSCIENCES INC SLDB 83422E204 $5.0M 8.38% 500,000 SH
4 DIGITAL RLTY TR INC DLR 253868103 $4.5M 7.53% 25,000 SH
5 SPYRE THERAPEUTICS INC SYRE 00773J202 $4.4M 7.45% 50,000 SH
6 ADT INC DEL ADT 00090Q103 $3.9M 6.55% 600,000 SH
7 TANGO THERAPEUTICS INC TNGX 87583X109 $3.1M 5.25% 100,000 SH
8 CELCUITY INC CELC 15102KAB6 $2.8M 4.76% 2,500,000 PRN
9 SUPER MICRO COMPUTER INC SMCIP 86800U500 $2.6M 4.36% 50,000 SH
10 LEGEND BIOTECH CORP LEGN 52490G102 $2.5M 4.14% 85,385 SH
11 ALPHABET INC GOOGL 02079K305 $2.1M 3.60% 6,000 SH
12 ALPHABET INC GOOG 02079K107 $2.1M 3.56% 6,000 SH
13 UNIQURE NV QURE N90064101 $2.1M 3.48% 45,000 SH
14 INNIO NV INIO N52A8C105 $1.9M 3.16% 47,650 SH
15 ACADIA RLTY TR AKR 004239109 $1.8M 3.00% 85,385 SH
16 PATTERN GROUP INC PTRN 70339W104 $1.6M 2.71% 64,039 SH
17 PURECYCLE TECHNOLOGIES INC PCTTW 74623VAD5 $1.5M 2.58% 1,500,000 PRN
18 MOONLAKE IMMUNOTHERAPEUTICS MLTX 61559X104 $1.5M 2.45% 75,000 SH
19 WHITEHAWK MINERALS CORP WHK 96524T101 $1.4M 2.39% 51,232 SH
20 TAYSHA GENE THERAPIES INC TSHA 877619106 $1.4M 2.29% 200,000 SH
21 IMAGENEBIO INC IMA 45175G207 $1.1M 1.90% 192,344 SH
22 NUVATION BIO INC NUVB 67080NAA9 $1.1M 1.77% 1,000,000 PRN
23 KARDIGAN INC KARD 485925101 $1.0M 1.71% 42,693 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $59.6M 23 0001172661-26-003357
2026-03-31 2026-05-13 $183.8M 45 0001172661-26-001803
2025-12-31 2026-02-12 $177.5M 40 0001172661-26-000650
2025-09-30 2025-11-12 $200.5M 61 0001172661-25-004710