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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 5 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORLY CALL OREILLY AUTOMOTIVE INC Consumer Cyclical 21,100.0 $1.9M 0.01% NEW $92.09 -2.0%
82 FSLR CALL FIRST SOLAR INC Energy 8,200.0 $1.9M 0.01% NEW $235.96 -7.7%
83 AZO CALL AUTOZONE INC Consumer Cyclical 600.0 $1.9M 0.01% NEW $3195.94 -5.5%
84 OXY OCCIDENTAL PETE CORP Energy 38,680.0 $1.9M 0.01% NEW $48.57 +21.6%
85 DASH CALL DOORDASH INC Communication Services 9,500.0 $1.8M 0.01% NEW $184.53 +15.3%
86 UBER CALL UBER TECHNOLOGIES INC Technology 23,300.0 $1.7M 0.01% NEW $72.16 +3.9%
87 SNPS CALL SYNOPSYS INC Technology 3,700.0 $1.7M 0.01% NEW $446.07 -7.4%
88 CALL MADISON SQUARE GARDEN ENTMT 20,000.0 $1.6M 0.01% NEW $80.89
89 EFA ISHARES TR 15,477.0 $1.6M 0.01% NEW $103.88 +4.4%
90 INFQ INFLEQTION INC Technology 120,612.0 $1.6M 0.01% NEW $13.32 +0.7%
91 TEMA ETF TRUST 49,760.0 $1.5M 0.01% NEW $30.38
92 SCHMID GROUP N.V. 229,650.0 $1.4M 0.01% NEW $6.26
93 FICO CALL FAIR ISAAC CORP Technology 1,200.0 $1.4M 0.01% NEW $1194.78 -10.9%
94 ISRG CALL INTUITIVE SURGICAL INC Healthcare 3,600.0 $1.4M 0.01% NEW $397.68 -1.8%
95 ACMR ACM RESH INC Technology 11,224.0 $1.4M 0.01% NEW $126.89 -32.5%
96 ETN EATON CORP PLC Industrials 3,288.0 $1.4M 0.01% NEW $426.12 +6.9%
97 MXL MAXLINEAR INC Technology 10,568.0 $1.4M 0.01% NEW $128.03 -33.8%
98 SLV PUT ISHARES SILVER TR Financial Services 25,000.0 $1.3M 0.01% NEW $53.47 +11.4%
99 WDAY CALL WORKDAY INC Technology 10,800.0 $1.3M 0.01% NEW $122.42 +56.2%
100 BB CALL BLACKBERRY LTD Technology 100,000.0 $1.3M 0.01% NEW $12.65 -31.0%
Page 5 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%