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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 14 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KOS KOSMOS ENERGY LTD Energy 22,261.0 $62K -240.0 -1.1% $2.78 +18.0%
262 MPT MEDICAL PROPERTIES TRUST INC Financial Services 10,741.0 $50K -12K -51.9% $4.63 +9.8%
263 DATAVAULT AI INC 60,000.0 $37K -120K -66.7% $0.62
264 BTBT BIT DIGITAL INC Financial Services 25,368.0 $33K -10K -28.3% $1.31 +28.2%
265 TGHL THE GROWHUB LTD Technology 77,727.0 $22K -6K -7.2% $0.29 +16.0%
266 TANH TANTECH HLDGS LTD Consumer Defensive 34,112.0 $20K -14K -28.8% $0.59 -30.4%
267 ALT5 SIGMA CORP 11,541.0 $13K -81K -87.5% $1.11
268 FOXX DEV HLDGS INC 15,000.0 $1K -11K -42.3% $0.09
269 GDEV INC 101,111.0 $839.0 -30K -22.9% $0.01
Page 14 of 14  ·  269 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%