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Portfolio (Quarterly) Guide ↗

Monaco Asset Management SAM

· CIK 0001803593
13F Portfolio $1.6B AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 85 New
Page 1 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY PUT SPDR S&P 500 ETF TR Financial Services 1,350,000.0 $899.3M 54.59% NEW $666.18 +10.8%
2 SLV CALL ISHARES SILVER TR Financial Services 2,400,000.0 $101.7M 6.17% NEW $42.37 +66.3%
3 QQQ PUT INVESCO QQQ TR Financial Services 145,000.0 $87.1M 5.28% NEW $600.37 +18.3%
4 EWZ CALL ISHARES INC 1,700,000.0 $52.7M 3.20% NEW $31.00 +17.2%
5 MSFT PUT MICROSOFT CORP Technology 80,000.0 $41.4M 2.52% NEW $517.95 -19.5%
6 COST PUT COSTCO WHSL CORP NEW Consumer Defensive 42,500.0 $39.3M 2.39% NEW $925.63 +13.7%
7 SMH PUT VANECK ETF TRUST 105,000.0 $34.3M 2.08% NEW $326.36 +71.9%
8 NVDA PUT NVIDIA CORPORATION Technology 145,000.0 $27.1M 1.64% NEW $186.58 +21.9%
9 LLY PUT ELI LILLY & CO Healthcare 35,000.0 $26.7M 1.62% NEW $763.00 +29.8%
10 VTRS VIATRIS INC Healthcare 2,327,163.0 $23.0M 1.40% NEW $9.90 +67.8%
11 AZO PUT AUTOZONE INC Consumer Cyclical 5,000.0 $21.5M 1.30% NEW $4290.24 -23.0%
12 PTEN PATTERSON-UTI ENERGY INC Energy 3,107,313.0 $16.1M 0.98% NEW $5.18 +141.9%
13 VALE VALE S A Basic Materials 1,425,000.0 $15.5M 0.94% NEW $10.86 +52.0%
14 XLV PUT SELECT SECTOR SPDR TR 101,500.0 $14.1M 0.86% NEW $139.17 +3.8%
15 LULU LULULEMON ATHLETICA INC Consumer Cyclical 69,000.0 $12.3M 0.74% NEW $177.93 -33.3%
16 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 3,656,337.0 $10.5M 0.64% NEW $2.87 +46.0%
17 AAPL PUT APPLE INC Technology 40,000.0 $10.2M 0.62% NEW $254.63 +17.0%
18 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 499,644.0 $10.0M 0.60% NEW $19.92 -12.4%
19 BMO PUT BANK MONTREAL QUE Financial Services 75,000.0 $9.8M 0.59% NEW $130.25 +17.4%
20 RCKT ROCKET PHARMACEUTICALS INC Healthcare 2,892,261.0 $9.4M 0.57% NEW $3.26 +0.5%
Page 1 of 5  ·  85 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 42.7%
Basic Materials 20.1%
Energy 15.2%
Consumer Cyclical 13.8%
Communication Services 4.5%
Technology 1.7%
Financial Services 1.6%
Consumer Defensive 0.3%