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Portfolio (Quarterly) Guide ↗

Monaco Asset Management SAM

· CIK 0001803593
13F Portfolio $578M AUM 79 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 30 New 19 Added 23 Reduced 36 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA PUT NVIDIA CORPORATION Technology 275,000.0 $51.3M 8.88% +130K +89.7% $186.50 +26.4%
2 PTEN PATTERSON-UTI ENERGY INC Energy 6,714,355.0 $41.0M 7.10% +3.6M +116.1% $6.11 +98.4%
3 BIDU BAIDU INC Communication Services 107,500.0 $14.0M 2.43% +38K +53.6% $130.66 +3.6%
4 TDOC TELADOC HEALTH INC Healthcare 1,956,947.0 $13.7M 2.37% +1.2M +159.2% $7.00 -5.6%
5 CSAN COSAN S A Energy 3,004,813.0 $11.9M 2.06% +2.0M +200.5% $3.95 -13.4%
6 RCKT ROCKET PHARMACEUTICALS INC Healthcare 2,987,296.0 $10.5M 1.82% +95K +3.3% $3.51 -3.1%
7 CC CHEMOURS CO Basic Materials 702,200.0 $8.3M 1.43% +672K +2240.7% $11.79 +96.2%
8 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 575,000.0 $7.6M 1.32% +250K +76.9% $13.28 -22.4%
9 NVAX NOVAVAX INC Healthcare 1,045,000.0 $7.0M 1.22% +645K +161.2% $6.72 +39.1%
10 QDEL QUIDELORTHO CORP Healthcare 202,595.0 $5.8M 1.00% +115K +131.0% $28.56 -60.1%
11 NKTX NKARTA INC Healthcare 2,546,932.0 $4.7M 0.82% +576K +29.2% $1.85 +51.9%
12 JD JD.COM INC Consumer Cyclical 160,000.0 $4.6M 0.80% +60K +60.0% $28.70 +14.5%
13 PLRX PLIANT THERAPEUTICS INC Healthcare 1,938,747.0 $2.4M 0.41% +1.1M +135.7% $1.22 -5.7%
14 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 240,000.0 $2.1M 0.36% +140K +140.0% $8.76 -33.9%
15 HRTX HERON THERAPEUTICS INC Healthcare 1,233,022.0 $1.6M 0.28% +231K +23.0% $1.30 -34.6%
16 GRWG GROWGENERATION CORP Consumer Cyclical 1,024,125.0 $1.5M 0.27% +278K +37.3% $1.50 +7.3%
17 INGN INOGEN INC Healthcare 198,242.0 $1.3M 0.23% +15K +8.2% $6.72 -5.1%
18 FATE FATE THERAPEUTICS INC Healthcare 830,000.0 $816K 0.14% +60K +7.8% $0.98 +78.6%
19 MREO MEREO BIOPHARMA GROUP PLC Healthcare 1,585,214.0 $661K 0.11% +639K +67.6% $0.42 -42.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 32.6%
Energy 19.3%
Consumer Cyclical 10.5%
Basic Materials 10.1%
Consumer Defensive 10.0%
Industrials 6.3%
Communication Services 4.6%
Technology 4.1%
Real Estate 2.2%
Financial Services 0.3%