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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 12 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EWW ISHARES INC 11,500.0 $865K 0.01% +8K +206.7% $75.23 +3.3%
222 C CITIGROUP INC Financial Services 7,520.0 $853K 0.01% +1K +23.3% $113.41 +8.8%
223 ZD ZIFF DAVIS INC Communication Services 20,000.0 $839K 0.01% +5K +33.3% $41.96 -3.6%
224 ILMN ILLUMINA INC Healthcare 6,655.0 $820K 0.01% +2K +34.0% $123.26 +15.8%
225 CECO CECO ENVIRONMENTAL CORP Industrials 13,510.0 $805K 0.01% +6K +68.9% $59.58 +35.0%
226 HUT 8 CORP 16,978.0 $796K 0.01% +11K +180.7% $46.91
227 IQVIA HLDGS INC 4,642.0 $792K 0.01% +1K +32.6% $170.54
228 PAAS PAN AMERN SILVER CORP Basic Materials 14,396.0 $786K 0.01% +8K +114.3% $54.63 +4.2%
229 PSTG EVERPURE INC Technology 13,166.0 $777K 0.01% +8K +140.1% $59.04 +13.4%
230 TXG 10X GENOMICS INC Healthcare 35,711.0 $758K 0.01% +6K +21.5% $21.23 +0.6%
231 MPWR MONOLITHIC PWR SYS INC Technology 692.0 $757K 0.01% +260.0 +60.2% $1093.35 +42.2%
232 SOXX ISHARES TR 2,272.0 $747K 0.01% +92.0 +4.2% $328.66 +55.8%
233 CYTK CYTOKINETICS INC Healthcare 11,301.0 $745K 0.01% +3K +41.2% $65.91 +14.6%
234 AUPH AURINIA PHARMACEUTICALS INC Healthcare 50,000.0 $741K 0.01% +25K +101.6% $14.82 +4.0%
235 XPEV XPENG INC Consumer Cyclical 42,947.0 $735K 0.01% +25K +135.8% $17.11 -11.7%
236 EYPT EYEPOINT INC Healthcare 56,313.0 $726K 0.01% +9K +17.9% $12.89 -5.2%
237 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,019.0 $724K 0.01% +1K +172.5% $358.79 -16.9%
238 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 108,744.0 $721K 0.01% +66K +157.3% $6.63 -15.2%
239 DDOG DATADOG INC Technology 5,885.0 $695K 0.00% +4K +156.8% $118.05 +73.3%
240 VICI CALL VICI PPTYS INC Real Estate 25,000.0 $683K 0.00% +5K +25.0% $27.32 +2.5%
Page 12 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%