MONIMUS CAPITAL MANAGEMENT, LP
WOODBRIDGE NJ · SEC CIK 0001848831
$3.61亿2026Q1 申报市值
55持仓数
40.1%前十大占比 · 第一大 7.4%
13 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TRIP 加仓+$2,188.59万
BKNG 新建仓+$1,892.12万
ZD 新建仓+$1,015.09万
AMZN 加仓+$975.18万
RSKD 加仓+$896.80万
2026Q1 卖出最多 按季末市值估算
FRSH 清仓-$322.42万
CARS 清仓-$208.55万
GPGI 清仓-$208.54万
PLOW 清仓-$196.40万
DENNYS CORP 清仓-$192.94万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TRIP | TRIPADVISOR INC | $2,672.32万 | 7.41% | 2,506,865 | 2,053,088 | 452.4% | $2,188.59万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,892.12万 | 5.25% | 4,494 | 4,494 | — | $1,892.12万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,502.11万 | 4.16% | 72,123 | 46,823 | 185.1% | $975.18万 | 加仓 |
| RSKD | RISKIFIED LTD | $1,447.46万 | 4.01% | 3,692,509 | 2,287,765 | 162.9% | $896.80万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1,342.97万 | 3.72% | 41,785 | 22,966 | 122.0% | $738.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,220.30万 | 3.38% | 32,966 | 21,906 | 198.1% | $810.89万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $1,139.02万 | 3.16% | 52,492 | 37,559 | 251.5% | $814.99万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $1,096.41万 | 3.04% | 148,767 | -1,176 | -0.8% | -$8.67万 | 减仓 |
| BILL | BILL HOLDINGS INC | $1,081.77万 | 3.00% | 282,447 | 203,213 | 256.5% | $778.31万 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $1,078.42万 | 2.99% | 410,984 | 240,941 | 141.7% | $632.23万 | 加仓 |
| ZD | ZIFF DAVIS INC | $1,015.09万 | 2.81% | 241,918 | 241,918 | — | $1,015.09万 | 新建仓 |
| AIN | ALBANY INTL CORP | $917.16万 | 2.54% | 175,668 | 102,167 | 139.0% | $533.41万 | 加仓 |
| PINS | PINTEREST INC | $905.99万 | 2.51% | 493,998 | 302,713 | 158.3% | $555.18万 | 加仓 |
| MLAB | MESA LABS INC | $895.62万 | 2.48% | 101,292 | 60,450 | 148.0% | $534.50万 | 加仓 |
| DLTR | DOLLAR TREE INC | $866.91万 | 2.40% | 79,163 | 37,911 | 91.9% | $415.16万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $862.25万 | 2.39% | 899,114 | 460,434 | 105.0% | $441.56万 | 加仓 |
| AMPL | AMPLITUDE INC | $862.24万 | 2.39% | 1,264,286 | 892,819 | 240.3% | $608.90万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $809.27万 | 2.24% | 108,802 | 66,352 | 156.3% | $493.53万 | 加仓 |
| FLR | FLUOR CORP | $797.94万 | 2.21% | 171,049 | 98,671 | 136.3% | $460.30万 | 加仓 |
| CME | CME GROUP INC | $783.24万 | 2.17% | 26,519 | 9,692 | 57.6% | $286.25万 | 加仓 |
| ADBE | ADOBE INC | $689.50万 | 1.91% | 28,365 | 16,843 | 146.2% | $409.42万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $663.22万 | 1.84% | 13,493 | 10,610 | 368.0% | $521.51万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $647.22万 | 1.79% | 94,831 | 94,831 | — | $647.22万 | 新建仓 |
| DT | DYNATRACE INC | $634.41万 | 1.76% | 171,555 | 171,555 | — | $634.41万 | 新建仓 |
| CLX | CLOROX CO DEL | $629.74万 | 1.75% | 60,768 | 27,337 | 81.8% | $283.29万 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $607.44万 | 1.68% | 438,269 | 236,188 | 116.9% | $327.36万 | 加仓 |
| WDAY | WORKDAY INC | $605.43万 | 1.68% | 46,600 | 46,600 | — | $605.43万 | 新建仓 |
| POOL | POOL CORP | $591.29万 | 1.64% | 29,224 | 21,834 | 295.5% | $441.77万 | 加仓 |
| BRZE | BRAZE INC | $558.30万 | 1.55% | 236,468 | 236,468 | — | $558.30万 | 新建仓 |
| LUXE | LUXEXPERIENCE BV | $540.44万 | 1.50% | 675,553 | 394,299 | 140.2% | $315.44万 | 加仓 |
| — | ENVIRI CORP | $516.27万 | 1.43% | 263,133 | 152,396 | 137.6% | $299.00万 | 加仓 |
| GTLB | GITLAB INC | $504.48万 | 1.40% | 233,122 | 180,118 | 339.8% | $389.78万 | 加仓 |
| PRTA | PROTHENA CORP PLC | $472.02万 | 1.31% | 485,617 | 231,495 | 91.1% | $225.01万 | 加仓 |
| EVER | EVERQUOTE INC | $468.94万 | 1.30% | 304,110 | 266,101 | 700.1% | $410.33万 | 加仓 |
| FIVE | FIVE BELOW INC | $456.27万 | 1.27% | 19,970 | 1,210 | 6.4% | $27.65万 | 加仓 |
| TTAN | SERVICETITAN INC | $437.77万 | 1.21% | 68,984 | 68,984 | — | $437.77万 | 新建仓 |
| TENB | TENABLE HLDGS INC | $397.05万 | 1.10% | 234,731 | 149,985 | 177.0% | $253.70万 | 重新持有 |
| AMN | AMN HEALTHCARE SVCS INC | $355.63万 | 0.99% | 193,907 | 151,487 | 357.1% | $277.83万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $346.52万 | 0.96% | 159,321 | 30,409 | 23.6% | $66.14万 | 加仓 |
| CMRC | COMMERCE.COM INC | $311.04万 | 0.86% | 1,164,942 | 1,164,942 | — | $311.04万 | 新建仓 |
| ARDX | ARDELYX INC | $265.82万 | 0.74% | 443,775 | 249,041 | 127.9% | $149.18万 | 加仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $262.20万 | 0.73% | 99,923 | -1,086 | -1.1% | -$2.85万 | 减仓 |
| FNKO | FUNKO INC | $238.42万 | 0.66% | 756,876 | 756,876 | — | $238.42万 | 新建仓 |
| TATT | TAT TECHNOLOGIES LTD | $229.24万 | 0.64% | 56,421 | 42,265 | 298.6% | $171.72万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $220.75万 | 0.61% | 67,841 | 56,399 | 492.9% | $183.52万 | 加仓 |
| — | EUROPEAN WAX CTR INC | $188.52万 | 0.52% | 326,152 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $185.88万 | 0.52% | 19,114 | 19,114 | — | $185.88万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $172.01万 | 0.48% | 13,452 | 13,452 | — | $172.01万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $161.96万 | 0.45% | 19,672 | 19,672 | — | $161.96万 | 新建仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $134.28万 | 0.37% | 48,390 | 10,089 | 26.3% | $28.00万 | 加仓 |
| — | PEPGEN INC | $105.96万 | 0.29% | 598,663 | 460,265 | 332.6% | $81.47万 | 加仓 |
| QTTB | Q32 BIO INC | $86.23万 | 0.24% | 134,310 | 134,310 | — | $86.23万 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC | $82.69万 | 0.23% | 26,753 | 159 | 0.6% | $4,915 | 加仓 |
| QURE | UNIQURE NV | $56.29万 | 0.16% | 34,427 | 8,549 | 33.0% | $13.98万 | 加仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $55.03万 | 0.15% | 153,728 | 15,716 | 11.4% | $5.63万 | 加仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -263,198 | -100.0% | -$322.42万 | 清仓 |
| CARS | CARS COM INC | $0 | 0.00% | 0 | -170,944 | -100.0% | -$208.55万 | 清仓 |
| GPGI | COMPOSECURE INC | $0 | 0.00% | 0 | -108,164 | -100.0% | -$208.54万 | 清仓 |
| PLOW | DOUGLAS DYNAMICS INC | $0 | 0.00% | 0 | -60,152 | -100.0% | -$196.40万 | 清仓 |
| — | DENNYS CORP | $0 | 0.00% | 0 | -310,197 | -100.0% | -$192.94万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -27,771 | -100.0% | -$163.32万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -5,116 | -100.0% | -$160.13万 | 清仓 |
| ONEN | HENNESSY CAP INVT CORP VII | $0 | 0.00% | 0 | -149,711 | -100.0% | -$154.95万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CPI CARD GROUP INC | $0 | 0.00% | 0 | -67,257 | -100.0% | -$98.73万 | 清仓 |
| — | CHURCHILL CAP CORP X | $0 | 0.00% | 0 | -61,555 | -100.0% | -$96.03万 | 清仓 |
| OXM | OXFORD INDS INC | $0 | 0.00% | 0 | -24,692 | -100.0% | -$84.45万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -2,227 | -100.0% | -$75.73万 | 清仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $0 | 0.00% | 0 | -93,840 | -100.0% | -$66.44万 | 清仓 |
| ZUMZ | ZUMIEZ INC | $0 | 0.00% | 0 | -18,842 | -100.0% | -$49.08万 | 清仓 |
| WINA | WINMARK CORP | $0 | 0.00% | 0 | -1,081 | -100.0% | -$43.77万 | 清仓 |