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MONACO ASSET MANAGEMENT SAM 13F portfolio summary

MONACO ASSET MANAGEMENT SAM of MONACO ASSET MANAGEMENT SAM has 55 current stock holdings with a reported portfolio value of $542.4M. The portfolio 1 year return is +32.18%. Top holdings include PTEN (16.60%), SLV (8.38%), TDOC (7.30%), DEO (6.16%), VTRS (5.64%).

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MONACO ASSET MANAGEMENT SAM

MONACO ASSET MANAGEMENT SAM
Latest filing: 2026-03-31

MONACO ASSET MANAGEMENT SAM runs MONACO ASSET MANAGEMENT SAM and currently holds 55 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $542.35M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MONACO ASSET MANAGEMENT SAM ranks #506 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MONACO ASSET MANAGEMENT SAM's portfolio at MONACO ASSET MANAGEMENT SAM has delivered returns of +32.18%. Their 3-year annualized return is +62.76%. Looking at the 5-year horizon, MONACO ASSET MANAGEMENT SAM has achieved +73.75% annualized returns at MONACO ASSET MANAGEMENT SAM.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+32.18%
#329/1000
3 Year
+62.76%
#610/1000
5 Year
+73.75%
#474/1000

Portfolio Value

$542.35M

Alpha Score

55.2

#506 of 1000

Holdings

55

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MONACO ASSET MANAGEMENT SAM 13F Portfolio | MONACO ASSET MANAGEMENT SAM Holdings | Insider Edges