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Portfolio (Quarterly) Guide ↗

Marex Group Ltd

· CIK 0001997464
13F Portfolio $23.6B AUM 1,609 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 391 New 320 Added 320 Reduced 281 Exited
Page 7 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NFLX CALL NETFLIX INC. Communication Services 63,800.0 $4.6M 0.02% +43K +203.8% $71.40 +6.5%
122 FISV FISERV INC Technology 90,105.0 $4.4M 0.02% +14K +18.8% $49.05 +6.4%
123 GLDM WORLD GOLD TR Financial Services 55,138.0 $4.4M 0.02% +10K +22.5% $79.42 +10.1%
124 XRP BITWISE XRP ETF Financial Services 375,517.0 $4.4M 0.02% +89K +31.3% $11.66 -4.2%
125 FLOT ISHARES TR 85,550.0 $4.4M 0.02% +2K +2.3% $51.05 -0.2%
126 FIG FIGMA INC Technology 239,349.0 $4.3M 0.02% +81K +50.7% $18.09 +38.1%
127 NKE NIKE INC Consumer Cyclical 105,014.0 $4.3M 0.02% +52K +97.3% $41.05 -4.8%
128 AMZN CALL AMAZON COM INC Consumer Cyclical 18,000.0 $4.3M 0.02% +8K +83.7% $238.34 +9.6%
129 XBI CALL SPDR SERIES TRUST 27,000.0 $4.3M 0.02% +19K +237.5% $158.25 +0.8%
130 XLV SELECT SECTOR SPDR TR 26,113.0 $4.1M 0.02% +7K +37.4% $158.66 +5.3%
131 XME SPDR SERIES TRUST 38,450.0 $4.1M 0.02% +31K +452.8% $106.93 +10.4%
132 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 14,600.0 $4.1M 0.02% +7K +92.1% $281.21 -18.6%
133 VGK VANGUARD INTL EQUITY INDEX F 44,689.0 $4.0M 0.02% +11K +34.6% $88.54 +4.0%
134 QXO QXO INC Industrials 224,917.0 $3.9M 0.02% +184K +454.1% $17.28 -19.1%
135 NVGS NAVIGATOR HLDGS LTD Energy 206,122.0 $3.8M 0.02% +4K +2.0% $18.63 +15.7%
136 QURE UNIQURE NV Healthcare 81,500.0 $3.8M 0.02% +1K +1.9% $46.06 +4.1%
137 ADBE CALL ADOBE INC Technology 17,600.0 $3.6M 0.01% +11K +155.1% $205.02 +23.9%
138 CAT CATERPILLAR INC Industrials 3,333.0 $3.5M 0.01% +1K +67.4% $1064.90 -17.2%
139 EWY CALL ISHARES INC 17,500.0 $3.5M 0.01% +8K +75.0% $201.90 -8.3%
140 UEC URANIUM ENERGY CORP Energy 326,100.0 $3.5M 0.01% +219K +203.7% $10.66 +4.8%
Page 7 of 16  ·  320 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 57.3%
Financial Services 14.6%
Healthcare 7.6%
Communication Services 5.6%
Consumer Cyclical 4.8%
Industrials 4.8%
Utilities 3.0%
Basic Materials 1.1%
Energy 0.8%
Real Estate 0.3%