Monaco Asset Management SAM
Annual return '25
+9.4%
SPY '25
+17.7%
Alpha
-8.3ptsvs SPY
Invested
$466.5M
Holdings
64
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MU
MICRON TECHNOLOGY INC
Held since at least Q1 2024
10.9%
02
$PTEN
PATTERSON-UTI ENERGY INC
Q4 2025: Increased +116.1% (3.11M → 6.71M shares)
10.7%
03
$COST
COSTCO WHOLESALE CORPORATION
Q4 2025: Sold 4.7% (42.5k → 40.5k shares)
6.0%
04
$SLV
ISHARES SILVER TR
Q4 2025: Sold 79.2% (2.40M → 500.0k shares)
5.4%
05
$EEM
ISHARES TR
Held since at least Q1 2024
4.9%
06
$TDOC
TELADOC HEALTH INC
Q4 2025: Increased +159.2% (755.0k → 1.96M shares)
4.7%
07
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +89.7% (145.0k → 275.0k shares)
4.7%
08
$DEO
DIAGEO PLC
Q4 2025: New position (174.5k shares)
4.0%
09
$VTRS
VIATRIS INC
Q3 2025: Increased +6.3% (2.19M → 2.33M shares)
3.6%
10
$CM
CANADIAN IMPERIAL BANK OF CO
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:18 UTC.