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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 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BMNR BITMINE IMMERSION TECHS INC Financial Services 1,431,778.0 $19.1M 0.08% -7.7M -84.4% $13.31 +40.7%
42 ETORO GROUP LTD 473,853.0 $18.7M 0.08% -100K -17.5% $39.47
43 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 613,413.0 $18.5M 0.08% -22K -3.4% $30.17 +11.4%
44 ETHA ISHARES ETHEREUM TR Financial Services 1,399,546.0 $16.6M 0.07% -983K -41.3% $11.89 +21.1%
45 TGTX TG THERAPEUTICS INC Healthcare 276,178.0 $15.2M 0.06% -2K -0.8% $54.94 -10.3%
46 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 717,611.0 $13.5M 0.06% -27K -3.6% $18.87 +13.9%
47 UBER UBER TECHNOLOGIES INC Technology 161,478.0 $11.7M 0.05% -26K -14.1% $72.16 +3.9%
48 MSOS ADVISORSHARES TR 2,100,000.0 $10.7M 0.04% -5.8M -73.3% $5.08 -10.6%
49 APP APPLOVIN CORP Technology 20,355.0 $10.5M 0.04% -17K -45.6% $515.23 -39.4%
50 NFLX NETFLIX INC. Communication Services 145,026.0 $10.4M 0.04% -209K -59.0% $71.40 +6.5%
51 COIN COINBASE GLOBAL INC Financial Services 67,810.0 $9.9M 0.04% -4K -5.7% $146.19 +3.0%
52 FXI ISHARES TR 305,840.0 $9.7M 0.04% -104K -25.3% $31.59 +11.1%
53 RIOT RIOT PLATFORMS INC Financial Services 345,309.0 $9.5M 0.04% -137K -28.4% $27.38 -26.8%
54 RGTI RIGETTI COMPUTING INC Technology 487,829.0 $9.4M 0.04% -1.0M -67.7% $19.32 -3.4%
55 PYPL PAYPAL HLDGS INC Financial Services 215,675.0 $9.3M 0.04% -34K -13.5% $43.18 +40.0%
56 GDX VANECK ETF TRUST 116,526.0 $8.8M 0.04% -15K -11.6% $75.45 +21.7%
57 HYG ISHARES TR 109,105.0 $8.7M 0.04% -36K -24.7% $79.97 -0.5%
58 JPM JPMORGAN CHASE & CO Financial Services 25,055.0 $8.2M 0.04% -323K -92.8% $327.33 +10.3%
59 AAL AMERICAN AIRLINES GROUP INC Industrials 449,352.0 $8.1M 0.03% -4K -0.9% $18.07 -20.1%
60 BN BROOKFIELD CORP Financial Services 180,179.0 $7.7M 0.03% -21K -10.5% $42.59 +0.4%
Page 3 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%