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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 BIDU BAIDU INC Communication Services 13,840.0 $1.6M 0.01% -8K -36.2% $114.29 -8.9%
122 RTX RTX CORPORATION Industrials 7,789.0 $1.5M 0.01% -375.0 -4.6% $189.73 +16.8%
123 FALN ISHARES TR 53,522.0 $1.5M 0.01% -186K -77.7% $27.24 -0.8%
124 ASAN ASANA INC Technology 206,613.0 $1.4M 0.01% -466K -69.3% $7.00 +26.1%
125 SNOW SNOWFLAKE INC Technology 5,589.0 $1.4M 0.01% -3K -35.0% $254.50 +29.7%
126 TTD THE TRADE DESK INC Technology 78,044.0 $1.4M 0.01% -11K -12.7% $18.08 -25.9%
127 ALGN ALIGN TECHNOLOGY INC Healthcare 8,366.0 $1.4M 0.01% -4K -31.5% $168.66 +1.5%
128 ABBV ABBVIE INC Healthcare 5,599.0 $1.4M 0.01% -303K -98.2% $251.64 -0.5%
129 MCK MCKESSON CORP Healthcare 1,854.0 $1.4M 0.01% -2K -44.7% $755.60 +13.8%
130 CRWD CROWDSTRIKE HLDGS INC Technology 1,821.0 $1.4M 0.01% -3K -59.2% $190.78 +12.1%
131 DDOG DATADOG INC Technology 5,183.0 $1.3M 0.01% -702.0 -11.9% $260.36 -5.0%
132 SOXX ISHARES TR 2,062.0 $1.3M 0.01% -210.0 -9.2% $640.76 -12.7%
133 DKNG DRAFTKINGS INC NEW Consumer Cyclical 50,684.0 $1.3M 0.01% -154K -75.2% $25.26 +0.2%
134 PINS PINTEREST INC Communication Services 60,703.0 $1.3M 0.01% -163K -72.8% $21.03 +9.7%
135 VALE VALE S A Basic Materials 79,908.0 $1.2M 0.01% -103K -56.4% $15.04 -8.6%
136 HAFN HAFNIA LTD Industrials 171,217.0 $1.1M 0.01% -153K -47.2% $6.64 +18.4%
137 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,266.0 $1.1M 0.01% -142.0 -5.9% $501.36 +16.8%
138 TOTALENERGIES SE 14,418.0 $1.1M 0.01% -6K -29.5% $77.76
139 SIL GLOBAL X FDS 13,697.0 $1.1M 0.01% -39K -74.2% $77.46 +17.1%
140 DCH DAUCH CORP Industrials 187,670.0 $1.0M 0.00% -16K -7.9% $5.42 +25.5%
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%