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Monaco Asset Management Sam is an investment fund managing more than $200 billion ran by Joelle Rotard. There are currently 53 companies in Mrs. Rotard’s portfolio. The largest investments include Newmont Corp and Viatris, together worth $44.9 billion.
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1. Monaco SAM. In addition to sector and industry breakdowns, there are holding history and performance-related charts and tables. The SEC filings include form 13F, 13D/G, Form4 and N-PORT.
Investment Stance Overview. The investment landscape is moving away from inflation to focus on recession, but continues to underestimate a credit event risk. Central banks are extremely slow to react in this rapidly evolving environment and paying the price in the form of a loss in credibility.
Latest statistics and disclosures from Monaco Asset Management SAM's latest quarterly 13F-HR filing: Top 5 stock holdings are SPY, NVDA, NEM, AAPL, GDX, and represent 69.66% of Monaco Asset Management SAM's stock portfolio.
Monaco Asset Management SAM is based out of Monaco. Their last reported 13F filing for Q2 2024 included $627,291,164 in managed 13F securities and a top 10 holdings concentration of 78.72%. Monaco Asset Management SAM's largest holding is SPDR S&P 500 ETF TRUST with shares held of 529,000.
Who is Monaco Asset Management. Monaco Asset Management is an asset management company. It specializes in wealth management, investment philosophy, advisory, reduction in manageme nt fees & expenses, and reports. The company was founded in 1999 and is headquartered in Monte Carlo, Monaco. Read more. Monaco Asset Management's Social Media
Monaco Asset Management is a company that specializes in asset management within the financial sector. Use the CB Insights Platform to explore Monaco Asset Management's full profile.
