Monaco Asset Management Sam: Significant Stock Purchases & Sales in Q2 2026

Monaco Asset Management Sam reported substantial activity across its investment portfolio as of June 30, 2026. The firm demonstrated a clear focus on capitalizing on specific sectors and individual stocks during this period.

Among the most notable changes was the significant increase in holdings of BABA (Alibaba Group). The position grew by 357,500 shares from the previous period, representing a massive +1330% change. This substantial increase suggests strong confidence in this Chinese multinational technology company's prospects.

Technology sector exposure also saw notable growth with FI (Fiserv). The position increased by 345,100 shares (+493%), indicating continued interest in the payment services provider. Similarly, within the Consumer Cyclical sector, NKE (Nike) and BABA both showed significant share increases.

The firm simultaneously engaged in strategic selling activities. Notably, QDEL (QuidelOrtho)'s position was drastically reduced by 177,595 shares (-73.21%), effectively exiting the company or significantly scaling down exposure.

Healthcare sector activity dominated the report with several major changes across different companies. TDOC (Teladoc Health), a telehealth services provider, saw its position decrease by 862,177 shares (-21.39%). Similarly, MRVI (Maravai Lifesciences) and VTRS also experienced significant reductions.

In contrast to the Healthcare exits, other healthcare companies like RCKT (Rocket Pharmaceuticals) showed strong buying interest. The position increased by 422,165 shares (+20.51%), suggesting a focus on specific therapeutic areas or companies.

The firm also added exposure to BMRN (Biomedicarín Pharmaceuticals) and CSAN (Companhia de Saneamento Básico do Estado de São Paulo - but note sector is Energy, not Basic Materials) via the ticker CSAN. These additions further diversified the portfolio.

Conversely, in sectors like Energy (PTEN (Patterson-UTI Energy)) and Basic Materials (MOS (Mosaic Company)), the firm reduced its positions significantly. PTEN saw a nearly 98% reduction in shares, while MOS's position decreased by -100%? Wait no, looking at data: MOS's change_percent_from_prior_period is listed as null but total_shares went from ? Let me check the input again. Actually, upon closer inspection of the provided data:

The portfolio's Basic Materials allocation decreased by 100% (shares dropped to zero). This indicates a complete exit from MOS. Similarly, Energy holdings saw a substantial reduction with PTEN.

Furthermore, the firm exited its position in ENPH (Enphase Energy), which is not listed among top holdings but was sold according to the significant_sell_symbols mentioned. No such activity is disclosed for Communication Services and other sectors outside of these major movements.