What smart money is saying about Melco Resorts & Entertainment Ltd
MLCO
No fund has written a full thesis on Melco Resorts & Entertainment Ltd in our archive, but 2 fund letters report a position in it — most recently Coronation Global Emerging Markets Equity Strategy in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2025 and Q2 2026, 2 fund letters reported a position in Melco Resorts & Entertainment Ltd — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“In Q2, we exited two positions entirely. We sold out of Baidu, where our conviction in its AI monetisation path weakened, with the proceeds helping to fund higher-conviction ideas; and we sold Melco Resorts, where governance lapses as well as high financial leverage, subdued top-line growth and ongoing regulatory uncertainty in Macau left better risk-adjusted returns available elsewhere.”
Melco Resorts & Entertainment Ltd - June 2025
“Melco Resorts - Macau casino operator Melco Resorts was a top contributor for the quarter.”
Melco Resorts & Entertainment Ltd
Read the letters behind these Melco Resorts & Entertainment Ltd positions
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