Harry Mui
Monolith Management Ltd
Assets Managed
$332.021M
Holdings
33
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
24.35%(2Q avg: 21.03%)
Sustained Growth
2 quarters
Portfolio positions
This chart displays the top 10 holdings in Monolith Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 33 positions.
Assets under management
The assets under management (AUM) of Monolith Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 332.021M in assets, with a quarterly growth rate of 24.35% and a 2-quarter average growth rate of 21.03%. The portfolio is managed by Harry Mui, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
TSM Taiwan Semiconductor-sp Adr
| 14.97% | $49.684M 147,015 shares@ $337.95 avg price | Increased 65.79% |
ur-1⤦ Alphabet Inc
| 12.27% | $40.734M↑ Call 142,000 shares@ $286.86 avg price | New Position |
GOOG Alphabet Inc-cl C
| 12.12% | $40.22M 104,209 shares@ $385.96 avg price | Decreased -43.13% |
XOP Spdr S&p Oil & Gas Exp & Pr
| 10.41% | $34.548M↑ Call 190,000 shares@ $181.83 avg price | New Position |
SNPS Synopsys Inc
| 9.86% | $32.737M 82,568 shares@ $396.48 avg price | Decreased -11.75% |
AXTI Axt Inc
| 4.83% | $16.026M 281,250 shares@ $56.98 avg price | Decreased -37.08% |
TSLA Tesla Inc
| 4.68% | $15.524M 41,760 shares@ $371.75 avg price | New Position |
SNDK Sandisk Corp
| 3.91% | $12.951M 20,384 shares@ $635.34 avg price | Increased 26.52% |
ATAT Atour Lifestyle Holdings-adr
| 3.39% | $11.245M 305,493 shares@ $36.81 avg price | Increased 42.9% |
TSEM Tower Semiconductor Ltd
| 3.14% | $10.406M 59,300 shares@ $175.48 avg price | New Position |
1-10 of 33