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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  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BMA BANCO MACRO SA Financial Services 5,900.0 $532K 0.09% -77K -92.9% $90.16 -21.5%
22 QTTB Q32 BIO INC Healthcare 50,919.0 $169K 0.03% -260K -83.6% $3.32 +89.8%
23 LXRX LEXICON PHARMACEUTICALS INC Healthcare 117,188.0 $135K 0.02% -233K -66.5% $1.15 +102.6%
Page 2 of 2  ·  23 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%