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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
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BNTX BIONTECH SE Healthcare 16,740.0 $1.6M 0.28% NEW $95.20 -5.9%
22 SFM SPROUTS FMRS MKT INC Consumer Defensive 20,000.0 $1.6M 0.28% NEW $79.67 +9.2%
23 TFX TELEFLEX INCORPORATED Healthcare 10,000.0 $1.2M 0.21% NEW $122.04 +6.8%
24 DOW DOW INC Basic Materials 50,000.0 $1.2M 0.20% NEW $23.38 +65.9%
25 SSYS STRATASYS LTD Technology 115,000.0 $998K 0.17% NEW $8.68 +1.0%
26 FISV FISERV INC Technology 10,000.0 $672K 0.12% NEW $67.17 -20.4%
27 GLOB GLOBANT S A Technology 10,000.0 $654K 0.11% NEW $65.37 -47.9%
28 GOLD GOLD COM INC Financial Services 14,000.0 $477K 0.08% NEW $34.05 +19.1%
29 AMWL AMERICAN WELL CORP Healthcare 68,940.0 $338K 0.06% NEW $4.91 +54.2%
30 KRO KRONOS WORLDWIDE INC Basic Materials 40,000.0 $177K 0.03% NEW $4.42 +65.4%
Page 2 of 2  ·  30 positions

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%