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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 3 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRWV PUT COREWEAVE INC Technology 70,000.0 $7.0M 0.03% NEW $99.54 +6.5%
42 XOVR ENTREPRENEURSHARES SERIES TR 309,500.0 $6.5M 0.03% NEW $21.05 -2.6%
43 ACWX ISHARES TR 84,232.0 $6.4M 0.03% NEW $76.11 +2.6%
44 AJG GALLAGHER ARTHUR J & CO Financial Services 24,001.0 $5.5M 0.02% NEW $229.57 +8.0%
45 XLF CALL SELECT SECTOR SPDR TR 100,000.0 $5.4M 0.02% NEW $53.61 +7.4%
46 SRAD CALL SPORTRADAR GROUP AG Technology 330,500.0 $4.9M 0.02% NEW $14.97 -12.3%
47 TSCO TRACTOR SUPPLY CO Consumer Cyclical 151,747.0 $4.8M 0.02% NEW $31.61 +9.7%
48 PGR PROGRESSIVE CORP Financial Services 21,179.0 $4.6M 0.02% NEW $218.45 -6.7%
49 WMT CALL WALMART INC Consumer Defensive 37,300.0 $4.2M 0.02% NEW $113.26 +0.9%
50 KEEL KEEL INFRASTRUCTURE CORP Technology 735,104.0 $4.2M 0.02% NEW $5.74 -34.3%
51 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 65,000.0 $4.1M 0.02% NEW $62.63 +19.1%
52 CALL FORTINET INC 26,500.0 $4.1M 0.02% NEW $153.62
53 BMNR CALL BITMINE IMMERSION TECHS INC Financial Services 300,000.0 $4.0M 0.02% NEW $13.31 +40.7%
54 ISRG PUT INTUITIVE SURGICAL INC Healthcare 10,000.0 $4.0M 0.02% NEW $397.68 -1.8%
55 SOXX PUT ISHARES TR 6,000.0 $3.8M 0.02% NEW $640.76 -12.7%
56 PANW CALL PALO ALTO NETWORKS INC Technology 10,700.0 $3.6M 0.01% NEW $341.02 +10.2%
57 ABVX ABIVAX SA Healthcare 27,336.0 $3.6M 0.01% NEW $133.26 -9.4%
58 ANET PUT ARISTA NETWORKS INC Technology 20,000.0 $3.4M 0.01% NEW $169.88 +18.8%
59 CRWD CALL CROWDSTRIKE HLDGS INC Technology 4,400.0 $3.4M 0.01% NEW $190.78 +12.1%
60 ABVX CALL ABIVAX SA Healthcare 25,000.0 $3.3M 0.01% NEW $133.26 -9.4%
Page 3 of 20  ·  391 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%