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Portfolio (Quarterly) Guide ↗

Marex Group plc

· CIK 0001997464
13F Portfolio $15.8B AUM 1,464 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 338 New 341 Added 269 Reduced 294 Exited
Page 11 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ALC ALCON AG Healthcare 13,423.0 $1.0M 0.01% +5K +51.4% $75.35 -13.4%
202 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 38,180.0 $1.0M 0.01% +23K +150.3% $26.35 -2.4%
203 NTES NETEASE COM INC Technology 8,952.0 $1.0M 0.01% +7K +390.2% $111.94 +1.0%
204 SSRM SSR MINING IN Basic Materials 33,665.0 $990K 0.01% +4K +12.2% $29.40 +8.3%
205 SKEENA RES LTD NEW 33,133.0 $985K 0.01% +13K +65.7% $29.72
206 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 10,451.0 $981K 0.01% +9K +436.5% $93.87 +74.4%
207 C1 FD INC 248,765.0 $958K 0.01% +69K +38.4% $3.85
208 GILD GILEAD SCIENCES INC Healthcare 6,821.0 $951K 0.01% +1K +19.4% $139.37 -6.5%
209 NOW SERVICENOW INC Technology 9,065.0 $948K 0.01% +6K +187.9% $104.55 -5.2%
210 GRAB GRAB HOLDINGS LIMITED Technology 258,218.0 $945K 0.01% +175K +208.6% $3.66 -2.5%
211 WFC WELLS FARGO & CO Financial Services 11,794.0 $939K 0.01% +8K +190.5% $79.61 -7.5%
212 XLU SELECT SECTOR SPDR TR 20,391.0 $936K 0.01% +15K +284.5% $45.89 -4.1%
213 AMBA AMBARELLA INC Technology 17,886.0 $921K 0.01% +7K +60.9% $51.48 +57.4%
214 NXPI NXP SEMICONDUCTORS N V Technology 4,600.0 $906K 0.01% +3K +205.7% $196.86 +50.6%
215 FEZ SPDR INDEX SHS FDS 14,541.0 $903K 0.01% +7K +96.4% $62.08 +5.9%
216 WELL WELLTOWER INC Real Estate 4,511.0 $892K 0.01% +2K +61.0% $197.71 +8.0%
217 ABT ABBOTT LABORATORIES Healthcare 8,601.0 $883K 0.01% +6K +281.9% $102.67 -17.3%
218 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 14,200.0 $881K 0.01% +5K +57.9% $62.03 +4.8%
219 GTLB GITLAB INC Technology 40,449.0 $875K 0.01% +26K +171.4% $21.64 +11.6%
220 V VISA INC Financial Services 2,888.0 $873K 0.01% +1K +81.6% $302.24 +7.7%
Page 11 of 18  ·  341 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.9%
Financial Services 27.5%
Consumer Cyclical 8.5%
Healthcare 7.9%
Communication Services 3.5%
Utilities 2.7%
Consumer Defensive 2.4%
Industrials 2.3%
Basic Materials 1.6%
Energy 1.4%