Stock Taper 
MONOLITH MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fabrinet | FN | 840 | $472.15K |
 Advanced Micro Devices, Inc. | AMD | 1K | $580.91K |
 MKS Inc. | MKSI | 2K | $889.6K |
 Semtech Corporation | SMTC | 2.8K | $453.18K |
 Tower Semiconductor Ltd. | TSEM | 3K | $781.92K |
 Marvell Technology, Inc. | MRVL | 3.6K | $1.07M |
 STMicroelectronics N.V. | STM | 14.8K | $1.11M |
 Micron Technology, Inc. | MU | 25.24K | $29.13M |
 Synopsys, Inc. | SNPS | 39.22K | $17.49M |
 Sea Limited | SE | 40.05K | $3.84M |
 Lam Research Corporation | LRCX | 57.1K | $24.74M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 88.45K | $42.24M |
 Alibaba Group Holding Limited | BABA | 117.5K | $11.28M |
 Coupang, Inc. | CPNG | 196.15K | $3.41M |
 Nu Holdings Ltd. | NU | 277.9K | $3.71M |