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MONIMUS CAPITAL MANAGEMENT, LP

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13F filer, CIK 1848831, WOODBRIDGE, NJ

MONIMUS CAPITAL MANAGEMENT, LP reported $137,599,277 across 54 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-15. Its ten largest share positions make up 46.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001848831-25-000008

Period
2025-06-30
Reported value
$138M
Holdings
54
Top 10 weight
46.78%
New
17
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+16,560$2.92M
DINnew+93,809$2.28M
PZZAadded+44,440$2.17M
FLRnew+42,297$2.17M
BILLnew+43,949$2.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FIVEreduced-57,335-$7.52M
MUexited-42,874-$3.73M
DKNGexited-82,854-$2.75M
DLTRreduced-26,040-$2.58M
FIXreduced-4,587-$2.46M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001848831-25-000008, largest first. % of portfolio is the value over $124,580,062, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,553 shares; 2025Q1: 129,917 shares; 2025Q2: 103,877 shares 103,877$10.3M8.26%-26,040Timeline
POTBELLY CORPPOTBELLY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 520,259 shares; 2025Q1: 505,944 shares; 2025Q2: 671,095 shares 671,095$8.22M6.6%+165,151
PZZAPAPA JOHNS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 71,289 shares; 2025Q2: 115,729 shares 115,729$5.66M4.55%+44,440Timeline
INTEGRAL AD SCIENCE HLDNG COINTEGRAL AD SCIENCE HLDNG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 193,482 shares; 2025Q1: 487,371 shares; 2025Q2: 665,465 shares 665,465$5.53M4.44%+178,094
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,721 shares; 2025Q1: 24,045 shares; 2025Q2: 26,290 shares 26,290$5.49M4.41%+2,245Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,557 shares; 2025Q1: 70,913 shares; 2025Q2: 94,453 shares 94,453$5.01M4.02%+23,540Timeline
RSKDRISKIFIED LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 724,816 shares; 2025Q1: 951,305 shares; 2025Q2: 979,938 shares 979,938$4.89M3.93%+28,633Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,745 shares; 2025Q1: 64,288 shares; 2025Q2: 44,195 shares 44,195$4.82M3.87%-20,093Timeline
BVBRIGHTVIEW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,387 shares; 2025Q1: 251,668 shares; 2025Q2: 255,367 shares 255,367$4.25M3.41%+3,699Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300,037 shares; 2025Q2: 315,182 shares 315,182$4.11M3.3%+15,145Timeline
INSPINSPIRE MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,504 shares; 2025Q1: 20,093 shares; 2025Q2: 26,375 shares 26,375$3.42M2.75%+6,282Timeline
PLOWDOUGLAS DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,566 shares; 2025Q1: 133,152 shares; 2025Q2: 115,157 shares 115,157$3.39M2.72%-17,995Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,677 shares; 2025Q1: 31,089 shares; 2025Q2: 24,686 shares 24,686$3.27M2.62%-6,403Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,749 shares; 2025Q2: 11,731 shares 11,731$3.23M2.6%+2,982Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,227 shares; 2025Q1: 49,291 shares; 2025Q2: 36,768 shares 36,768$3.23M2.59%-12,523Timeline
AMPLAMPLITUDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 344,103 shares; 2025Q1: 255,436 shares; 2025Q2: 249,939 shares 249,939$3.1M2.49%-5,497Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,560 shares 16,560$2.92M2.34%newTimeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,371 shares; 2025Q1: 16,223 shares; 2025Q2: 12,018 shares 12,018$2.9M2.33%-4,205Timeline
DSGRDISTRIBUTION SOLUTIONS GRP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,419 shares; 2025Q1: 89,419 shares; 2025Q2: 101,009 shares 101,009$2.77M2.23%+11,590Timeline
JAKKJAKKS PAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 219,858 shares; 2025Q1: 233,866 shares; 2025Q2: 126,723 shares 126,723$2.63M2.11%-107,143Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,763 shares; 2025Q1: 76,747 shares; 2025Q2: 19,412 shares 19,412$2.55M2.04%-57,335Timeline
DINDINE BRANDS GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,809 shares 93,809$2.28M1.83%newTimeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,297 shares 42,297$2.17M1.74%newTimeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,949 shares 43,949$2.03M1.63%newTimeline
RSIRUSH STREET INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,729 shares; 2025Q1: 97,686 shares; 2025Q2: 130,107 shares 130,107$1.94M1.56%+32,421Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,405 shares 83,405$1.64M1.32%newTimeline
GPGIGPGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 215,826 shares; 2025Q1: 108,164 shares; 2025Q2: 108,164 shares 108,164$1.52M1.22%0Timeline
WINAWINMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,298 shares; 2025Q1: 4,298 shares; 2025Q2: 3,853 shares 3,853$1.45M1.17%-445Timeline
ORNORION GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126,817 shares; 2025Q1: 187,401 shares; 2025Q2: 157,910 shares 157,910$1.43M1.15%-29,491Timeline
ZUMZZUMIEZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 52,300 shares; 2025Q2: 104,786 shares 104,786$1.39M1.12%+52,486Timeline
LOCOEL POLLO LOCO HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,991 shares; 2025Q1: not reported; 2025Q2: 123,978 shares 123,978$1.36M1.1%newTimeline
DENNDENNY'S CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318,768 shares 318,768$1.31M1.05%newTimeline
PRTAPROTHENA CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206,475 shares 206,475$1.25M1.01%newTimeline
LIONLIONSGATE STUDIOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209,316 shares 209,316$1.22M0.98%newTimeline
KROSKEROS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 84,055 shares; 2025Q2: 90,396 shares 90,396$1.21M0.97%+6,341Timeline
ARVNARVINAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154,089 shares 154,089$1.13M0.91%newTimeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,602 shares; 2025Q2: 2,015 shares 2,015$1.08M0.87%-4,587Timeline
LUXELUXEXPERIENCE BVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 45,259 shares; 2025Q2: 124,147 shares 124,147$986K0.79%+78,888Timeline
SPROSPERO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 310,908 shares; 2025Q1: 310,908 shares; 2025Q2: 310,908 shares 310,908$902K0.72%0Timeline
EWCZEUROPEAN WAX CTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,614 shares 143,614$809K0.65%newTimeline
EVEREVERQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,066 shares; 2025Q1: 68,861 shares; 2025Q2: 33,306 shares 33,306$805K0.65%-35,555Timeline
ARDXARDELYX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 161,227 shares; 2025Q2: 202,311 shares 202,311$793K0.64%+41,084Timeline
ASMBASSEMBLY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,067 shares; 2025Q1: 42,067 shares; 2025Q2: 42,067 shares 42,067$762K0.61%0Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,006 shares; 2025Q1: 22,643 shares; 2025Q2: 23,532 shares 23,532$624K0.5%+889Timeline
BCYCBICYCLE THERAPEUTICS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,224 shares 85,224$592K0.48%newTimeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,077 shares; 2025Q1: 23,760 shares; 2025Q2: 13,550 shares 13,550$585K0.47%-10,210Timeline
TECXTECTONIC THERAPEUTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,461 shares; 2025Q2: 23,894 shares 23,894$475K0.38%+5,433Timeline
LRMRLARIMAR THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,100 shares; 2025Q1: 146,284 shares; 2025Q2: 146,284 shares 146,284$423K0.34%0Timeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,076 shares 19,076$366K0.29%newTimeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,903 shares; 2025Q1: 7,811 shares; 2025Q2: 7,811 shares 7,811$261K0.21%0Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,810 shares 1,810$71.6K0.06%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
DUOLINGO INCDUOLINGO INC PUTput20,000$8.2Mnew
KOHLS CORPKOHLS CORP PUTput300,000$2.54Mnew
DICKS SPORTING GOODS INCDICKS SPORTING GOODS INC CALLcall11,500$2.27Mnew

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MUMICRON TECHNOLOGY INC42,874$3.73Mshares
DKNGDRAFTKINGS INC NEW82,854$2.75Mshares
CMRCCOMMERCE.COM INC349,319$2.01Mshares
UCTTULTRA CLEAN HLDGS INC87,280$1.87Mshares
BLDRBUILDERS FIRSTSOURCE INC14,723$1.84Mshares
STRLSTERLING INFRASTRUCTURE INC15,693$1.78Mshares
2SEVENTY BIO INC COMMON STO…2SEVENTY BIO INC COMMON STOCK296,260$1.46Mshares
CPRICAPRI HOLDINGS LIMITED72,647$1.43Mshares
XPOFXPONENTIAL FITNESS INC115,170$959Kshares
RVLVREVOLVE GROUP INC35,938$772Kshares
GPROGOPRO INC107,166$71Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001848831-25-000008 base2025-08-15acceptance time not in the bulk data set