Monolith Management LTD Portfolio Holdings by Sector

Monolith Management LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology MRVL AMD NVDA TSM INTC 5 stocks	$74.9 Million 31.65% of portfolio	4	1	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS HOOD 2 stocks	$38 Million 16.06% of portfolio	2	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive TAL EDU 2 stocks	$36 Million 15.2% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$20.2 Million 8.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$18.5 Million 7.83% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TCOM 1 stocks	$12.6 Million 5.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS VNET 2 stocks	$10.9 Million 4.62% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology ZETA DUOL 2 stocks	$10.9 Million 4.6% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services LX 1 stocks	$7.89 Million 3.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP 1 stocks	$5.8 Million 2.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$903,743 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts

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