MondegarAI
Monashee Investment Management LLC

Q1 2025 · 13F-HR

Monashee Investment Management LLCholdings as filed

Filed 2025-05-14 · accession 0001172661-25-001816

$845.1M
Reported value
46
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$161.3M19.1%287,110CommonSOLE
922908363VOOVANGUARD INDEX FDS$160.9M19.0%313,010CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$93.1M11.0%1,832,100CommonSOLE
46432F842IEFAISHARES TR$71.2M8.43%941,680CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$51.0M6.03%1,126,060CommonSOLE
46434G103IEMGISHARES INC$43.6M5.15%807,100CommonSOLE
464287150ITOTISHARES TR$25.8M3.05%211,260CommonSOLE
922908769VTIVANGUARD INDEX FDS$25.7M3.05%93,660CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$19.9M2.35%560,000CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$16.4M1.94%150,000CommonSOLE
29364G103ETRENTERGY CORP NEW$12.8M1.52%150,000CommonSOLE
85423L103SAROSTANDARDAERO INC$12.8M1.51%480,000CommonSOLE
733245104PRCHPORCH GROUP INC$11.3M1.34%1,550,000CommonSOLE
946784105WAYWAYSTAR HLDG CORP$9.3M1.11%250,000CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$9.0M1.06%124,937CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$8.2M0.97%240,000CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$6.6M0.78%360,000CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$6.3M0.75%175,000CommonSOLE
83422E204SLDBSOLID BIOSCIENCES INC$6.2M0.73%1,673,412CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$6.0M0.72%175,000CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.9M0.69%75,000CommonSOLE
21873S108CRWVCOREWEAVE INC$5.6M0.66%150,000CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & CO INC$5.4M0.64%108,888CommonSOLE
20464U100COMPCOMPASS INC$5.2M0.62%600,000CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$5.1M0.60%292,862CommonSOLE
00090Q103ADTADT INC DEL$4.7M0.55%575,000CommonSOLE
G0260P102ASAMER SPORTS INC$4.7M0.55%175,000CommonSOLE
48251W104KKRKKR & CO INC$4.6M0.55%40,000CommonSOLE
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$4.6M0.54%100,000CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$4.0M0.47%100,000CommonSOLE
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.$3.8M0.45%75,000CommonSOLE
04390B105AAPGASCENTAGE PHARMA GROUP INTL$3.5M0.42%159,942CommonSOLE
44486Q103HUMAHUMACYTE INC$3.4M0.40%2,000,000CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$3.0M0.36%150,000CommonSOLE
097023204BA 6 10/15/27BOEING CO$3.0M0.35%50,000CommonSOLE
00972D105AKBAAKEBIA THERAPEUTICS INC$2.9M0.34%1,500,000CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$2.8M0.33%105,000CommonSOLE
09075X108BIODESIX INC$2.5M0.30%4,050,000CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$2.2M0.27%50,000CommonSOLE
58039P305MUXMCEWEN MNG INC$2.1M0.25%275,000CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$1.8M0.21%112,457CommonSOLE
36467W109GMEGAMESTOP CORP NEW$1.7M0.20%75,000CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.7M0.20%15,000CommonSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$1.5M0.17%1,500,000CommonSOLE
00461U105ACRSACLARIS THERAPEUTICS INC$1.4M0.16%888,888CommonSOLE
20454B104CMPXCOMPASS THERAPEUTICS INC$851,5120.10%448,164CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.