Monaco Asset Management SAM — 13F Holdings & Portfolio

CIK 1803593 · latest 13F-HR filed 2026-05-11

Monaco Asset Management SAM manages $542.4M in 13F-reported U.S. long-equity assets across 66 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MU (9.34%), MU (9.34%), PTEN (9.20%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 19 new positions, exited 29, added to 19, and trimmed 17.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$542.4M

Long-equity book

Holdings

66

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+19 / −29 / ↑19 / ↓17

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PATTERSON-UTI ENERGY INC$8.9M +21.7%
  • TELADOC HEALTH INC$8.3M +60.3%
  • DIAGEO PLC$3.5M +23.0%
  • BROWN FORMAN CORP$3.3M +78.2%
  • FISERV INC$3.2M +481.5%
Show all 19

Top Trims

  • VIATRIS INC-$12.0M -41.5%
  • BOSTON BEER INC-$10.1M -95.6%
  • BAIDU INC-$7.8M -55.6%
  • ROCKET PHARMACEUTICALS INC-$3.1M -29.7%
  • QUIDELORTHO CORP-$1.8M -31.1%
Show all 17

New Positions

  • ISHARES SILVER TR$25.2M
  • KOSMOS ENERGY LTD$11.2M
  • QUALCOMM INC$9.7M
  • HEWLETT PACKARD ENTERPRISE C$4.9M
  • NIKE INC$3.2M
Show all 19

Exited Positions

  • HONEYWELL INTL INC$12.7M
  • I-80 GOLD CORP$8.8M
  • CHEMOURS CO$8.3M
  • CLEVELAND-CLIFFS INC NEW$7.6M
  • GLOBALFOUNDRIES INC$7.0M
Show all 29
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICRON TECHNOLOGY INC Put MU 595112103 $50.7M 9.34% 150,000 SH
2 MICRON TECHNOLOGY INC Call MU 595112103 $50.7M 9.34% 150,000 SH
3 PATTERSON-UTI ENERGY INC PTEN 703481101 $49.9M 9.20% 4,609,355 SH
4 COSTCO WHOLESALE CORPORATION Put COST 22160K105 $27.9M 5.14% 28,000 SH
5 ISHARES SILVER TR SLV 46428Q109 $25.2M 4.65% 370,000 SH
6 ISHARES SILVER TR Put SLV 46428Q109 $25.2M 4.65% 370,000 SH
7 ISHARES TR Call EEM 464287234 $23.0M 4.24% 405,100 SH
8 TELADOC HEALTH INC TDOC 87918A105 $22.0M 4.05% 4,030,156 SH
9 NVIDIA CORPORATION Put NVDA 67066G104 $21.8M 4.02% 125,000 SH
10 DIAGEO PLC DEO 25243Q205 $18.5M 3.41% 248,674 SH
11 VIATRIS INC VTRS 92556V106 $17.0M 3.13% 1,255,620 SH
12 CANADIAN IMPERIAL BANK OF CO Put CM 136069101 $14.2M 2.62% 150,000 SH
13 COSAN S A CSAN 22113B103 $13.7M 2.53% 3,334,813 SH
14 KOSMOS ENERGY LTD KOS 500688106 $11.2M 2.07% 4,045,884 SH
15 APPLE INC Put AAPL 037833100 $10.2M 1.87% 40,000 SH
16 I-80 GOLD CORP IAUX.WS 44955L155 $10.0M 1.84% 10,000,000 SH
17 SEADRILL LTD SDRL G7997W102 $10.0M 1.84% 219,671 SH
18 MARAVAI LIFESCIENCES HLDGS I MRVI 56600D107 $9.7M 1.79% 3,421,020 SH
19 QUALCOMM INC QCOM 747525103 $9.7M 1.78% 75,000 SH
20 CAPRI HOLDINGS LIMITED CPRI G1890L107 $9.0M 1.67% 513,344 SH
21 BROWN FORMAN CORP BF.B 115637209 $7.4M 1.37% 281,050 SH
22 ROCKET PHARMACEUTICALS INC RCKT 77313F106 $7.4M 1.36% 2,058,303 SH
23 STELLANTIS N.V STLA N82405106 $7.1M 1.31% 1,017,000 SH
24 LULULEMON ATHLETICA INC LULU 550021109 $6.7M 1.24% 44,000 SH
25 BAIDU INC BIDU 056752108 $6.2M 1.15% 56,000 SH
26 JD.COM INC JD 47215P106 $5.9M 1.09% 200,000 SH
27 NOVAVAX INC NVAX 670002401 $5.7M 1.05% 697,600 SH
28 NKARTA INC NKTX 65487U108 $5.3M 0.98% 2,521,932 SH
29 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $4.9M 0.90% 205,000 SH
30 ROYAL BK CDA Put RY 780087102 $4.0M 0.75% 25,000 SH
31 QUIDELORTHO CORP QDEL 219798105 $4.0M 0.73% 242,595 SH
32 FISERV INC FISV 337738108 $3.9M 0.72% 70,000 SH
33 NIKE INC NKE 654106103 $3.2M 0.58% 60,000 SH
34 ALIBABA GROUP HLDG LTD BABA 01609W102 $3.1M 0.58% 25,000 SH
35 WHIRLPOOL CORP WHR 963320106 $2.7M 0.50% 50,000 SH
36 DNOW INC DNOW 67011P100 $2.7M 0.49% 225,000 SH
37 PLIANT THERAPEUTICS INC PLRX 729139105 $2.4M 0.45% 1,938,747 SH
38 TELEFLEX INCORPORATED TFX 879369106 $2.4M 0.44% 20,000 SH
39 TRONOX HOLDINGS PLC TROX G9087Q102 $2.2M 0.41% 225,000 SH
40 BIOMARIN PHARMACEUTICAL INC BMRN 09061G101 $1.7M 0.31% 30,000 SH
41 VANDA PHARMACEUTICALS INC VNDA 921659108 $1.7M 0.31% 241,286 SH
42 BANCO MACRO S A BMA 05961W105 $1.4M 0.26% 18,400 SH
43 VIPER ENERGY INC VNOM 64361Q101 $1.4M 0.26% 30,000 SH
44 DEVON ENERGY CORP NEW DVN 25179M103 $1.4M 0.26% 27,500 SH
45 GROWGENERATION CORP GRWG 39986L109 $1.3M 0.24% 1,174,225 SH
46 VANECK ETF TRUST GDXJ 92189F791 $1.2M 0.22% 10,000 SH
47 KRONOS WORLDWIDE INC KRO 50105F105 $1.2M 0.22% 182,303 SH
48 ADVISORSHARES TR MSOS 00768Y453 $1.2M 0.21% 325,000 SH
49 INOGEN INC INGN 45780L104 $1.1M 0.20% 175,742 SH
50 NOKIA CORP NOK 654902204 $1.0M 0.19% 125,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $542.4M 66 0001803593-26-000006
2025-12-31 2026-02-10 $577.5M 79 0001803593-26-000003
2025-09-30 2025-11-10 $1.65B 85 0001803593-25-000018