Monaco Asset Management SAM: 13F holdings
CIK 18035932026Q2
| Positions | 46 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 46 (-18 vs prior quarter) |
|---|
| Reported value | $1.3bn (+132.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BABA ALIBABA GROUP HLDG LTD | 357,500 | $34.3m | 2.7% |
| TDOC TELADOC HEALTH INC | 3,167,979 | $26.9m | 2.1% |
| DEO DIAGEO PLC | 288,674 | $23.2m | 1.8% |
| FISV FISERV INC | 415,100 | $20.4m | 1.6% |
| SLV ISHARES SILVER TR | 370,000 | $19.8m | 1.6% |
| VTRS VIATRIS INC | 1,214,573 | $19.3m | 1.5% |
| MRVI MARAVAI LIFESCIENCES HLDGS I | 2,231,026 | $13.9m | 1.1% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 184,937 | $10.6m | 0.8% |
| CSANY COSAN S A | 3,665,444 | $10.6m | 0.8% |
| SEADRILL LTD | 239,671 | $9.1m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803593")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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