Monaco Asset Management SAM: 13F holdings

CIK 18035932026Q2

Positions46
Reported value$1.3bn
Filed2026-08-07

Top 10 holdings

SecuritySharesValueWeight
BABA ALIBABA GROUP HLDG LTD357,500$34.3m2.7%
TDOC TELADOC HEALTH INC3,167,979$26.9m2.1%
DEO DIAGEO PLC288,674$23.2m1.8%
FISV FISERV INC415,100$20.4m1.6%
SLV ISHARES SILVER TR370,000$19.8m1.6%
VTRS VIATRIS INC1,214,573$19.3m1.5%
MRVI MARAVAI LIFESCIENCES HLDGS I2,231,026$13.9m1.1%
BMRN BIOMARIN PHARMACEUTICAL INC184,937$10.6m0.8%
COSAN S A3,665,444$10.6m0.8%
SEADRILL LTD239,671$9.1m0.7%

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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