MONIMUS CAPITAL MANAGEMENT, LP — 13F holdings

MONIMUS CAPITAL MANAGEMENT, LP reported 56 holdings worth $432M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. GEV GE VERNOVA INC — $38.2M (8.8%)
2. TRIP TRIPADVISOR INC — $34.4M (8.0%)
3. BKNG BOOKING HOLDINGS INC — $25.9M (6.0%)
4. RSKD RISKIFIED LTD — $18.2M (4.2%)
5. MSGS MADISON SQUARE GRDN SPRT COR — $16.5M (3.8%)
6. MSFT MICROSOFT CORP — $13.2M (3.1%)
7. ZD ZIFF DAVIS INC — $13.2M (3.1%)
8. FDS FACTSET RESH SYS INC — $13.2M (3.0%)
9. DIN DINE BRANDS GLOBAL INC — $11.6M (2.7%)
10. PLNT PLANET FITNESS INC — $11.5M (2.7%)