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Portfolio (Quarterly) Guide ↗

Marex Group plc

· CIK 0001997464
13F Portfolio $15.9B AUM 1,565 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 572 New 219 Added 156 Reduced
Page 7 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PANW PALO ALTO NETWORKS INC Technology 11,484.0 $2.1M 0.01% +10K +636.1% $184.20 +92.1%
122 QURE UNIQURE NV Healthcare 85,993.0 $2.1M 0.01% +6K +7.5% $23.93 +76.1%
123 XLP SELECT SECTOR SPDR TR 25,756.0 $2.0M 0.01% +6K +31.8% $77.68 +9.3%
124 OXY OCCIDENTAL PETE CORP Energy 44,847.0 $1.8M 0.01% +30K +206.2% $41.12 +18.2%
125 BITFARMS LTD 774,120.0 $1.8M 0.01% +754K +3839.7% $2.35
126 ALGN ALIGN TECHNOLOGY INC Healthcare 11,333.0 $1.8M 0.01% +6K +96.5% $156.15 +18.3%
127 HIGHLAND OPPS & INCOME FD 285,112.0 $1.7M 0.01% +234K +453.8% $5.98
128 T AT&T INC Communication Services 68,542.0 $1.7M 0.01% +59K +588.0% $24.84 -18.9%
129 PNRG PRIMEENERGY RESOURCES CORP Energy 9,496.0 $1.6M 0.01% +496.0 +5.5% $171.00 +2.0%
130 EQX EQUINOX GOLD CORP Basic Materials 113,700.0 $1.6M 0.01% +30K +35.6% $14.04 -28.2%
131 IYR ISHARES TR 16,610.0 $1.6M 0.01% +14K +568.7% $93.89 +10.6%
132 LOGI LOGITECH INTL S A Technology 14,990.0 $1.5M 0.01% +7K +90.8% $100.22 -6.3%
133 TRIP TRIPADVISOR INC Consumer Cyclical 100,208.0 $1.5M 0.01% +39K +62.7% $14.56 -4.4%
134 PBR PETROLEO BRASILEIRO SA PETRO Energy 122,937.0 $1.5M 0.01% +111K +959.8% $11.85 +36.0%
135 CIFR CIPHER MINING INC Financial Services 94,130.0 $1.4M 0.01% +67K +247.2% $14.76 +35.2%
136 ZM ZOOM COMMUNICATIONS INC Technology 15,802.0 $1.4M 0.01% +142.0 +0.9% $86.29 +2.2%
137 CACI CACI INTL INC Technology 2,540.0 $1.4M 0.01% +1K +113.1% $532.81 -6.5%
138 BW LPG LTD 99,958.0 $1.3M 0.01% +19K +24.2% $13.10
139 VKTX VIKING THERAPEUTICS INC Healthcare 36,427.0 $1.3M 0.01% +20K +117.9% $35.18 +5.1%
140 UPS UNITED PARCEL SERVICE INC Industrials 12,832.0 $1.3M 0.01% +7K +108.3% $99.19 +10.7%
Page 7 of 11  ·  219 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 35.7%
Financial Services 28.0%
Consumer Cyclical 11.1%
Healthcare 10.1%
Communication Services 9.0%
Industrials 2.4%
Utilities 1.2%
Basic Materials 1.0%
Energy 0.6%
Real Estate 0.5%