INTC β€” INTEL CORP

Ownership history in Monolith Management Ltd  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Monolith Management Ltd reported a position in INTEL CORP (INTC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.48% (2025 Q2)
πŸ“Š Avg. % of fund
1.32%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Monolith Management Ltd Γ— INTC AI Analytics

πŸ“ˆ Monolith Management Ltd outperformed the S&P 500 by +83.2% annually on this INTC position. Average cost basis: $22.71. Maximum drawdown during holding period: –1.4%.

πŸ“ˆ Position Alpha vs SPY
+83.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 83.2% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$22.71
+62.5% vs current ($36.90)

Best entry: $22.71 (2025 Q1)  Β·  Worst: $22.71 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–1.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

1 add Β· 2 trims. Bought during 0 of 1 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Monolith Management Ltd has been actively increasing its INTC allocation β€” a bullish signal from insiders.
Currently 1.12% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    INTC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 81,300 -231,265 -74.0% 1.12% $3.0M $36.90
2025 Q2 REDUCED 312,565 -787,435 -71.6% 2.48% $7.0M $22.40
2025 Q1 INITIATED 1,100,000 β€” β€” 0.37% $561K $22.71
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