MONIMUS CAPITAL MANAGEMENT, LP — 13F Holdings & Portfolio

CIK 1848831 · latest 13F-HR filed 2026-05-15

MONIMUS CAPITAL MANAGEMENT, LP manages $360.7M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TRIP (7.41%), BKNG (5.25%), AMZN (4.16%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 14 new positions, exited 16, added to 38, 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.

Loading holdings…
AUM

$360.7M

Long-equity book

Holdings

55

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+14 / −16 / ↑38 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TRIPADVISOR INC$20.1M +304.5%
  • AMAZON COM INC$9.2M +157.2%
  • MADISON SQUARE GRDN SPRT COR$8.6M +175.9%
  • RISKIFIED LTD$7.5M +107.3%
  • FACTSET RESH SYS INC$7.1M +162.8%
Show all 38

Top Trims

  • DISTRIBUTION SOLUTIONS GRP I-$144.7K -5.2%
  • UNIQURE NV-$56.4K -9.1%
Show all 2

New Positions

  • BOOKING HOLDINGS INC$18.9M
  • ZIFF DAVIS INC$10.2M
  • ATLASSIAN CORPORATION$6.5M
  • DYNATRACE INC$6.3M
  • WORKDAY INC$6.1M
Show all 14

Exited Positions

  • FRESHWORKS INC$3.2M
  • CARS COM INC$2.1M
  • COMPOSECURE INC$2.1M
  • DOUGLAS DYNAMICS INC$2.0M
  • DENNYS CORP$1.9M
Show all 16
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 TRIPADVISOR INC TRIP 896945201 $26.7M 7.41% 2,506,865 SH
2 BOOKING HOLDINGS INC BKNG 09857L108 $18.9M 5.25% 4,494 SH
3 AMAZON COM INC AMZN 023135106 $15.0M 4.16% 72,123 SH
4 RISKIFIED LTD RSKD M8216R109 $14.5M 4.01% 3,692,509 SH
5 MADISON SQUARE GRDN SPRT COR MSGS 55825T103 $13.4M 3.72% 41,785 SH
6 MICROSOFT CORP MSFT 594918104 $12.2M 3.38% 32,966 SH
7 FACTSET RESH SYS INC FDS 303075105 $11.4M 3.16% 52,492 SH
8 SPECTRUM BRANDS HOLDINGS INC SPB 84790A105 $11.0M 3.04% 148,767 SH
9 BILL HOLDINGS INC BILL 090043100 $10.8M 3.00% 282,447 SH
10 DINE BRANDS GLOBAL INC DIN 254423106 $10.8M 2.99% 410,984 SH
11 ZIFF DAVIS INC ZD 48123V102 $10.2M 2.81% 241,918 SH
12 ALBANY INTL CORP AIN 012348108 $9.2M 2.54% 175,668 SH
13 PINTEREST INC PINS 72352L106 $9.1M 2.51% 493,998 SH
14 MESA LABS INC MLAB 59064R109 $9.0M 2.48% 101,292 SH
15 DOLLAR TREE INC DLTR 256746108 $8.7M 2.40% 79,163 SH
16 LIONSGATE STUDIOS CORP LION 53626N102 $8.6M 2.39% 899,114 SH
17 AMPLITUDE INC AMPL 03213A104 $8.6M 2.39% 1,264,286 SH
18 PLANET FITNESS MASTER ISSUER PLNT 72703H101 $8.1M 2.24% 108,802 SH
19 FLUOR CORP FLR 343412102 $8.0M 2.21% 171,049 SH
20 CME GROUP INC CME 12572Q105 $7.8M 2.17% 26,519 SH
21 ADOBE INC ADBE 00724F101 $6.9M 1.91% 28,365 SH
22 THERMO FISHER SCIENTIFIC INC TMO 883556102 $6.6M 1.84% 13,493 SH
23 ATLASSIAN CORPORATION TEAM 049468101 $6.5M 1.79% 94,831 SH
24 DYNATRACE INC DT 268150109 $6.3M 1.76% 171,555 SH
25 CLOROX CO DEL CLX 189054109 $6.3M 1.75% 60,768 SH
26 EL POLLO LOCO HLDGS INC LOCO 268603107 $6.1M 1.68% 438,269 SH
27 WORKDAY INC WDAY 98138H101 $6.1M 1.68% 46,600 SH
28 POOL CORP POOL 73278L105 $5.9M 1.64% 29,224 SH
29 BRAZE INC BRZE 10576N102 $5.6M 1.55% 236,468 SH
30 LUXEXPERIENCE BV LUXE 55406W103 $5.4M 1.50% 675,553 SH
31 ENVIRI CORP NVRI 415864107 $5.2M 1.43% 263,133 SH
32 GITLAB INC GTLB 37637K108 $5.0M 1.40% 233,122 SH
33 PROTHENA CORP PLC PRTA G72800108 $4.7M 1.31% 485,617 SH
34 EVERQUOTE INC EVER 30041R108 $4.7M 1.30% 304,110 SH
35 FIVE BELOW INC FIVE 33829M101 $4.6M 1.27% 19,970 SH
36 SERVICETITAN INC TTAN 81764X103 $4.4M 1.21% 68,984 SH
37 TENABLE HLDGS INC TENB 88025T102 $4.0M 1.10% 234,731 SH
38 AMN HEALTHCARE SVCS INC AMN 001744101 $3.6M 0.99% 193,907 SH
39 RUSH STREET INTERACTIVE INC RSI 782011100 $3.5M 0.96% 159,321 SH
40 COMMERCE.COM INC CMRC 08975P108 $3.1M 0.86% 1,164,942 SH
41 ARDELYX INC ARDX 039697107 $2.7M 0.74% 443,775 SH
42 DISTRIBUTION SOLUTIONS GRP I DSGR 520776105 $2.6M 0.73% 99,923 SH
43 FUNKO INC FNKO 361008105 $2.4M 0.66% 756,876 SH
44 TAT TECHNOLOGIES LTD TATT M8740S227 $2.3M 0.64% 56,421 SH
45 VIKING THERAPEUTICS INC VKTX 92686J106 $2.2M 0.61% 67,841 SH
46 EUROPEAN WAX CTR INC EWCZ 29882P106 $1.9M 0.52% 326,152 SH
47 REVOLUTION MEDICINES INC RVMD 76155X100 $1.9M 0.52% 19,114 SH
48 JBT MAREL CORPORATION JBTM 477839104 $1.7M 0.48% 13,452 SH
49 BUILDERS FIRSTSOURCE INC BLDR 12008R107 $1.6M 0.45% 19,672 SH
50 ASSEMBLY BIOSCIENCES INC ASMB 045396207 $1.3M 0.37% 48,390 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $360.7M 55 0001848831-26-000003
2025-12-31 2026-02-17 $151.6M 57 0001848831-26-000002
2025-09-30 2025-11-14 $162.2M 59 0001848831-25-000012