MONACO ASSET MANAGEMENT SAM

PrivateCIK: 1803593
Location

MONACO, O9

46
Positions
$1.26B
Total AUM (reported)
35.38M
Total Shares

Allocation by class

TOTAL AUM$1.26B46 positions
COM$873.29M69.4%
TR UNIT$179.97M14.3%
ISHARES$39.57M3.1%
SPONSORED ADS$36.86M2.9%
CL B$29.78M2.4%
SPON ADR NEW$23.20M1.8%
UNIT SER 1$14.73M1.2%

Portfolio Concentration

Top 366.6%4–1016.2%11–2514.3%Rest3.0%TOP 1082.7%0%100%
Top 3$837.74M66.6%
4–10$203.34M16.2%
11–25$179.70M14.3%
Rest$37.81M3.0%

Top 3 weight

66.6%

Top 10 weight

82.7%

Voting Authority Distribution

Total shares with voting rights: 35.38M

Sole

Full voting authority

35.38M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole46
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings46
Rows:

MICRON TECHNOLOGY INC

SOLE
COM
Shares525K
TypeSH
Market value$606.00M
48.15%
Sole
525K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares241K
TypeSH
Market value$179.97M
14.30%
Sole
241K
Shared
0.00
None
0.00

ROYAL BK CDA

SOLE
COM
Shares250.10K
TypeSH
Market value$51.76M
4.11%
Sole
250.10K
Shared
0.00
None
0.00

ISHARES SILVER TR

SOLE
ISHARES
Shares740K
TypeSH
Market value$39.57M
3.14%
Sole
740K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares382.50K
TypeSH
Market value$36.71M
2.92%
Sole
382.50K
Shared
0.00
None
0.00

TELADOC HEALTH INC

SOLE
COM
Shares3.17M
TypeSH
Market value$26.86M
2.13%
Sole
3.17M
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares28K
TypeSH
Market value$26.19M
2.08%
Sole
28K
Shared
0.00
None
0.00

WESTERN DIGITAL CORP

SOLE
COM
Shares40K
TypeSH
Market value$25.55M
2.03%
Sole
40K
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares615K
TypeSH
Market value$25.25M
2.01%
Sole
615K
Shared
0.00
None
0.00

DIAGEO PLC

SOLE
SPON ADR NEW
Shares288.67K
TypeSH
Market value$23.20M
1.84%
Sole
288.67K
Shared
0.00
None
0.00

FISERV INC

SOLE
COM
Shares415.10K
TypeSH
Market value$20.36M
1.62%
Sole
415.10K
Shared
0.00
None
0.00

VIATRIS INC

SOLE
COM
Shares1.21M
TypeSH
Market value$19.29M
1.53%
Sole
1.21M
Shared
0.00
None
0.00

CANADIAN IMPERIAL BANK OF CO

SOLE
COM
Shares150K
TypeSH
Market value$17.25M
1.37%
Sole
150K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares40K
TypeSH
Market value$16.82M
1.34%
Sole
40K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares20K
TypeSH
Market value$14.73M
1.17%
Sole
20K
Shared
0.00
None
0.00

MARAVAI LIFESCIENCES HLDGS I

SOLE
COM CL A
Shares2.23M
TypeSH
Market value$13.92M
1.11%
Sole
2.23M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares40K
TypeSH
Market value$11.57M
0.92%
Sole
40K
Shared
0.00
None
0.00

BIOMARIN PHARMACEUTICAL INC

SOLE
COM
Shares184.94K
TypeSH
Market value$10.58M
0.84%
Sole
184.94K
Shared
0.00
None
0.00

COSAN S A

SOLE
ADS
Shares3.67M
TypeSH
Market value$10.56M
0.84%
Sole
3.67M
Shared
0.00
None
0.00

SEADRILL LTD

SOLE
COM
Shares239.67K
TypeSH
Market value$9.06M
0.72%
Sole
239.67K
Shared
0.00
None
0.00

ROCKET PHARMACEUTICALS INC

SOLE
COM
Shares2.48M
TypeSH
Market value$8.48M
0.67%
Sole
2.48M
Shared
0.00
None
0.00

I-80 GOLD CORP

SOLE
*W EXP 11/16/202
Shares10M
TypeSH
Market value$7.80M
0.62%
Sole
10M
Shared
0.00
None
0.00

NKARTA INC

SOLE
COM
Shares2.37M
TypeSH
Market value$6.72M
0.53%
Sole
2.37M
Shared
0.00
None
0.00

BAIDU INC

SOLE
SPON ADR REP A
Shares55K
TypeSH
Market value$6.29M
0.50%
Sole
55K
Shared
0.00
None
0.00

CAPRI HOLDINGS LIMITED

SOLE
SHS
Shares337.24K
TypeSH
Market value$6.26M
0.50%
Sole
337.24K
Shared
0.00
None
0.00
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