Monaco Asset Management SAM as of March 31, 2026
Portfolio Holdings for Monaco Asset Management SAM
Monaco Asset Management SAM holds 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology Put Option (MU) | 18.7 | $101M | 300k | 337.84 | |
| Ishares Silver Tr Ishares (SLV) | 9.3 | $50M | 740k | 68.14 | |
| Patterson-UTI Energy (PTEN) | 9.2 | $50M | 4.6M | 10.83 | |
| Costco Wholesale Corporation Put Option (COST) | 5.1 | $28M | 28k | 996.43 | |
| Ishares Tr Msci Emg Mkt Etf Call Option (EEM) | 4.2 | $23M | 405k | 56.79 | |
| Teladoc (TDOC) | 4.0 | $22M | 4.0M | 5.45 | |
| NVIDIA Corporation Put Option (NVDA) | 4.0 | $22M | 125k | 174.40 | |
| Diageo Spon Adr New (DEO) | 3.4 | $19M | 249k | 74.45 | |
| Viatris (VTRS) | 3.1 | $17M | 1.3M | 13.51 | |
| Cibc Cad Put Option (CM) | 2.6 | $14M | 150k | 94.75 | |
| Cosan S A Ads (CSAN) | 2.5 | $14M | 3.3M | 4.12 | |
| Kosmos Energy (KOS) | 2.1 | $11M | 4.0M | 2.78 | |
| Apple Put Option (AAPL) | 1.9 | $10M | 40k | 253.79 | |
| I-80 Gold Corp *w Exp 11/16/202 (IAUX.WS) | 1.8 | $10M | 10M | 1.00 | |
| Seadrill 2021 (SDRL) | 1.8 | $10M | 220k | 45.50 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 1.8 | $9.7M | 3.4M | 2.83 | |
| Qualcomm (QCOM) | 1.8 | $9.7M | 75k | 128.78 | |
| Capri Holdings SHS (CPRI) | 1.7 | $9.0M | 513k | 17.62 | |
| Brown Forman Corp CL B (BF.B) | 1.4 | $7.4M | 281k | 26.44 | |
| Rocket Pharmaceuticals (RCKT) | 1.4 | $7.4M | 2.1M | 3.58 | |
| Stellantis SHS (STLA) | 1.3 | $7.1M | 1.0M | 7.00 | |
| Lululemon Athletica (LULU) | 1.2 | $6.7M | 44k | 153.10 | |
| Baidu Spon Adr Rep A (BIDU) | 1.2 | $6.2M | 56k | 111.42 | |
| Jd.com Spon Ads Cl A (JD) | 1.1 | $5.9M | 200k | 29.57 | |
| Novavax Com New (NVAX) | 1.0 | $5.7M | 698k | 8.14 | |
| Nkarta (NKTX) | 1.0 | $5.3M | 2.5M | 2.11 | |
| Hewlett Packard Enterprise (HPE) | 0.9 | $4.9M | 205k | 23.81 | |
| Rbc Cad Put Option (RY) | 0.7 | $4.0M | 25k | 161.78 | |
| Quidel Corp (QDEL) | 0.7 | $4.0M | 243k | 16.43 | |
| Fiserv (FISV) | 0.7 | $3.9M | 70k | 55.80 | |
| Nike CL B (NKE) | 0.6 | $3.2M | 60k | 52.82 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $3.1M | 25k | 125.46 | |
| Whirlpool Corporation (WHR) | 0.5 | $2.7M | 50k | 53.92 | |
| Now (DNOW) | 0.5 | $2.7M | 225k | 11.91 | |
| Pliant Therapeutics (PLRX) | 0.5 | $2.4M | 1.9M | 1.26 | |
| Teleflex Incorporated (TFX) | 0.4 | $2.4M | 20k | 119.61 | |
| Tronox Holdings SHS (TROX) | 0.4 | $2.2M | 225k | 9.77 | |
| BioMarin Pharmaceutical (BMRN) | 0.3 | $1.7M | 30k | 56.49 | |
| Vanda Pharmaceuticals (VNDA) | 0.3 | $1.7M | 241k | 6.91 | |
| Banco Macro S A Spon Adr B (BMA) | 0.3 | $1.4M | 18k | 77.37 | |
| Viper Energy Cl A (VNOM) | 0.3 | $1.4M | 30k | 46.99 | |
| Devon Energy Corporation (DVN) | 0.3 | $1.4M | 28k | 50.32 | |
| Growgeneration Corp (GRWG) | 0.2 | $1.3M | 1.2M | 1.10 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.2 | $1.2M | 10k | 120.04 | |
| Kronos Worldwide (KRO) | 0.2 | $1.2M | 182k | 6.57 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.2 | $1.2M | 325k | 3.55 | |
| Inogen (INGN) | 0.2 | $1.1M | 176k | 6.18 | |
| Nokia Corp Sponsored Adr (NOK) | 0.2 | $1.0M | 125k | 8.04 | |
| Fate Therapeutics (FATE) | 0.2 | $972k | 810k | 1.20 | |
| Contango Ore (CTGO) | 0.2 | $899k | 48k | 18.75 | |
| Bunge Global Sa Com Shs (BG) | 0.2 | $863k | 6.8k | 127.20 | |
| Galapagos Nv Spon Adr (GLPG) | 0.2 | $826k | 28k | 30.00 | |
| Iovance Biotherapeutics (IOVA) | 0.1 | $790k | 225k | 3.51 | |
| Velo3d Com New (VELO) | 0.1 | $775k | 83k | 9.39 | |
| Sprouts Fmrs Mkt (SFM) | 0.1 | $771k | 10k | 77.13 | |
| Guardian Metal Res Sponsored Ads | 0.1 | $733k | 42k | 17.48 | |
| Mobileye Global Common Class A (MBLY) | 0.1 | $687k | 100k | 6.87 | |
| Heron Therapeutics (HRTX) | 0.1 | $687k | 858k | 0.80 | |
| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.1 | $679k | 419k | 1.62 | |
| Unity Software (U) | 0.1 | $549k | 25k | 21.94 | |
| Boston Beer Cl A (SAM) | 0.1 | $461k | 2.0k | 230.40 | |
| Uniqure Nv SHS (QURE) | 0.1 | $450k | 28k | 16.35 | |
| Telecom Argentina Sa Spon Adr Rep B (TEO) | 0.1 | $423k | 36k | 11.69 | |
| American Well Corp Com Cl A New (AMWL) | 0.1 | $363k | 69k | 5.26 |