Q1 2025 · 13F-HR
MONIMUS CAPITAL MANAGEMENT, LPholdings as filed
Filed 2025-05-15 · accession 0001848831-25-000006
$117.8M
Reported value
48
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 256746108 | DLTR | DOLLAR TREE INC | $9.8M | 8.28% | 129,917 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $6.2M | 5.27% | 64,288 | Common | SOLE |
| 47012E403 | JAKK | JAKKS PAC INC | $5.8M | 4.90% | 233,866 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW INC | $5.8M | 4.88% | 76,747 | Common | SOLE |
| 84790A105 | SPB | SPECTRUM BRANDS HLDGS INC NE | $5.1M | 4.31% | 70,913 | Common | SOLE |
| 73754Y100 | PTB | POTBELLY CORP | $4.8M | 4.08% | 505,944 | Common | SOLE |
| 55825T103 | MSGS | MADISON SQUARE GRDN SPRT COR | $4.7M | 3.97% | 24,045 | Common | SOLE |
| M8216R109 | RSKD | RISKIFIED LTD | $4.4M | 3.73% | 951,305 | Common | SOLE |
| 896945201 | TRIP | TRIPADVISOR INC | $4.3M | 3.61% | 300,037 | Common | SOLE |
| 45828L108 | IAS | INTEGRAL AD SCIENCE HLDNG CO | $3.9M | 3.33% | 487,371 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $3.7M | 3.16% | 42,874 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $3.7M | 3.15% | 31,089 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $3.5M | 2.95% | 49,291 | Common | SOLE |
| 446413106 | HII | HUNTINGTON INGALLS INDS INC | $3.3M | 2.81% | 16,223 | Common | SOLE |
| 10948C107 | BV | BRIGHTVIEW HLDGS INC | $3.2M | 2.74% | 251,668 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $3.2M | 2.72% | 20,093 | Common | SOLE |
| 25960R105 | PLOW | DOUGLAS DYNAMICS INC | $3.1M | 2.63% | 133,152 | Common | SOLE |
| 698813102 | PZZA | PAPA JOHNS INTL INC | $2.9M | 2.49% | 71,289 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $2.8M | 2.34% | 82,854 | Common | SOLE |
| 03213A104 | AMPL | AMPLITUDE INC | $2.6M | 2.21% | 255,436 | Common | SOLE |
| 520776105 | DSGR | DISTRIBUTION SOLUTIONS GRP I | $2.5M | 2.13% | 89,419 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $2.3M | 1.97% | 8,749 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $2.1M | 1.81% | 6,602 | Common | SOLE |
| 08975P108 | CMRC | BIGCOMMERCE HLDGS INC | $2.0M | 1.71% | 349,319 | Common | SOLE |
| 90385V107 | UCTT | ULTRA CLEAN HLDGS INC | $1.9M | 1.59% | 87,280 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $1.8M | 1.56% | 14,723 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $1.8M | 1.53% | 68,861 | Common | SOLE |
| 859241101 | STRL | STERLING INFRASTRUCTURE INC | $1.8M | 1.51% | 15,693 | Common | SOLE |
| 901384107 | TSVT* | 2SEVENTY BIO INC | $1.5M | 1.24% | 296,260 | Common | SOLE |
| G1890L107 | CPRI | CAPRI HOLDINGS LIMITED | $1.4M | 1.22% | 72,647 | Common | SOLE |
| 974250102 | WINA | WINMARK CORP | $1.4M | 1.16% | 4,298 | Common | SOLE |
| 20459V105 | GPGI | COMPOSECURE INC | $1.2M | 1.00% | 108,164 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $1.0M | 0.89% | 97,686 | Common | SOLE |
| 68628V308 | ORN | ORION GROUP HLDGS INC | $980,107 | 0.83% | 187,401 | Common | SOLE |
| 98422X101 | XPOF | XPONENTIAL FITNESS INC | $959,366 | 0.81% | 115,170 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $856,520 | 0.73% | 84,055 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $821,383 | 0.70% | 23,760 | Common | SOLE |
| 039697107 | ARDX | ARDELYX INC | $791,625 | 0.67% | 161,227 | Common | SOLE |
| 989817101 | ZUMZ | ZUMIEZ INC | $778,747 | 0.66% | 52,300 | Common | SOLE |
| 76156B107 | RVLV | REVOLVE GROUP INC | $772,308 | 0.66% | 35,938 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $546,828 | 0.46% | 22,643 | Common | SOLE |
| 045396207 | ASMB | ASSEMBLY BIOSCIENCES INC | $402,161 | 0.34% | 42,067 | Common | SOLE |
| 55406W103 | LUXE | MYT NETHERLANDS PARENT B V | $342,158 | 0.29% | 45,259 | Common | SOLE |
| 878972108 | TECX | TECTONIC THERAPEUTIC INC | $326,944 | 0.28% | 18,461 | Common | SOLE |
| 517125100 | LRMR | LARIMAR THERAPEUTICS INC | $314,511 | 0.27% | 146,284 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $227,534 | 0.19% | 7,811 | Common | SOLE |
| 84833T103 | SPRO | SPERO THERAPEUTICS INC | $223,854 | 0.19% | 310,908 | Common | SOLE |
| 38268T103 | GPRO | GOPRO INC | $71,040 | 0.06% | 107,166 | Common | SOLE |
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.