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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 17 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 URBN URBAN OUTFITTERS INC Consumer Cyclical 3,793.0 $240K 0.00% +970.0 +34.4% $63.35 +8.6%
322 BOE BLACKROCK ENHANCED GLOBAL Financial Services 20,519.0 $225K 0.00% +738.0 +3.7% $10.96 +5.4%
323 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 40,359.0 $225K 0.00% +20K +101.8% $5.57 +7.4%
324 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 10,699.0 $224K 0.00% +1K +10.8% $20.95 +23.2%
325 TGB TASEKO MINES LTD Basic Materials 33,849.0 $218K 0.00% +23K +211.9% $6.45 +18.1%
326 OMAH TIDAL TRUST III 11,425.0 $206K 0.00% +425.0 +3.9% $18.02 +4.9%
327 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 20,062.0 $199K 0.00% +3K +14.6% $9.94 +2.7%
328 OMSE OMS ENERGY TECHNOLOGIES INC Energy 42,552.0 $184K 0.00% +14K +47.6% $4.32 +2.8%
329 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 15,499.0 $178K 0.00% +4K +31.5% $11.50 +3.1%
330 TNYA TENAYA THERAPEUTICS INC Healthcare 235,500.0 $163K 0.00% +50K +27.3% $0.69 +35.0%
331 PTON PELOTON INTERACTIVE INC Consumer Cyclical 36,907.0 $158K 0.00% +20K +116.0% $4.29 +20.7%
332 BBD BANCO BRADESCO S A Financial Services 41,113.0 $150K 0.00% +8K +23.0% $3.65 -4.9%
333 MOUNT LOGAN CAP INC 26,325.0 $94K 0.00% +6K +28.9% $3.58
334 BTTC BLACK TITAN CORP Financial Services 54,983.0 $77K +5K +8.9% $1.40 -12.1%
335 HTZ HERTZ GLOBAL HLDGS INC Industrials 13,493.0 $62K +399.0 +3.0% $4.61 +26.5%
336 TIVC TIVIC HEALTH SYSTEMS INC Healthcare 59,263.0 $52K +18K +44.8% $0.89 +5.1%
337 BYND BEYOND MEAT INC Consumer Defensive 56,568.0 $40K +15K +37.7% $0.70 +14.6%
338 IQ IQIYI INC Communication Services 27,471.0 $37K +5K +20.1% $1.35 -11.1%
339 ACRV ACRIVON THERAPEUTICS INC Healthcare 20,000.0 $28K +10K +100.0% $1.39 +27.3%
340 ICG INTCHAINS GROUP LTD Technology 15,122.0 $19K +3K +26.0% $1.23 -7.3%
Page 17 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%