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Portfolio (Quarterly) Guide ↗

Monaco Asset Management SAM

· CIK 0001803593
13F Portfolio $1.3B AUM 49 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 9 Added 16 Reduced 49 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 28,000.0 $26.2M 2.08% -12K -30.9% $935.47 +2.8%
2 SLV PUT ISHARES SILVER TR Financial Services 370,000.0 $19.8M 1.57% -130K -26.0% $53.47 +7.4%
3 VTRS VIATRIS INC Healthcare 1,214,573.0 $19.3M 1.53% -1.1M -47.9% $15.88 +1.8%
4 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 2,231,026.0 $13.9M 1.11% -1.2M -35.5% $6.24 -8.0%
5 SEADRILL LTD 239,671.0 $9.1M 0.72% -19K -7.3% $37.82
6 RCKT ROCKET PHARMACEUTICALS INC Healthcare 2,480,468.0 $8.5M 0.67% -507K -17.0% $3.42 -2.3%
7 NKTX NKARTA INC Healthcare 2,373,400.0 $6.7M 0.53% -174K -6.8% $2.83 -14.8%
8 BIDU BAIDU INC Communication Services 55,000.0 $6.3M 0.50% -52K -48.8% $114.29 -20.5%
9 NVAX NOVAVAX INC Healthcare 577,464.0 $5.4M 0.43% -468K -44.7% $9.42 -15.8%
10 ZM ZOOM COMMUNICATIONS INC Technology 22,052.0 $1.9M 0.15% -15K -41.2% $86.31 +21.3%
11 QDEL QUIDELORTHO CORP Healthcare 65,000.0 $1.1M 0.09% -138K -67.9% $17.52 -23.3%
12 INGN INOGEN INC Healthcare 160,742.0 $1.0M 0.08% -38K -18.9% $6.45 -13.2%
13 PTEN PATTERSON-UTI ENERGY INC Energy 100,000.0 $918K 0.07% -6.6M -98.5% $9.18 +32.1%
14 GLPG LAKEFRONT BIOTHERAPEUTICS NV Healthcare 25,600.0 $767K 0.06% -7K -21.3% $29.98 +1.4%
15 PRQR PROQR THRAPEUTICS N V Healthcare 244,487.0 $455K 0.04% -184K -43.0% $1.86 +15.6%
16 ENPH ENPHASE ENERGY INC Energy 4,296.0 $212K 0.02% -81K -95.0% $49.24 -23.7%

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 40.8%
Consumer Cyclical 23.1%
Consumer Defensive 9.9%
Technology 9.2%
Financial Services 8.2%
Energy 4.9%
Communication Services 2.6%
Basic Materials 1.3%