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Portfolio (Quarterly) Guide ↗

Marex Group plc

· CIK 0001997464
13F Portfolio $15.9B AUM 1,565 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 572 New 219 Added 156 Reduced
Page 14 of 49  ·  963 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WYNN WYNN RESORTS LTD Consumer Cyclical 25,467.0 $3.1M 0.02% NEW $120.33 -20.0%
262 ASAN ASANA INC Technology 221,461.0 $3.0M 0.02% +8K +3.9% $13.71 -46.2%
263 SIL GLOBAL X FDS 36,280.0 $3.0M 0.02% NEW $83.52 -4.9%
264 LYFT LYFT INC Technology 156,257.0 $3.0M 0.02% +102K +187.0% $19.37 -22.3%
265 STZ CONSTELLATION BRANDS INC Consumer Defensive 21,936.0 $3.0M 0.02% NEW $137.96 -0.3%
266 LCID PUT LUCID GROUP INC Consumer Cyclical 285,000.0 $3.0M 0.02% NEW $10.57 -42.4%
267 CORPAY INC 10,001.0 $3.0M 0.02% NEW $300.93
268 ONDS ONDAS HLDGS INC Technology 304,617.0 $3.0M 0.02% NEW $9.76 -23.4%
269 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 16,700.0 $3.0M 0.02% NEW $177.75 -27.1%
270 URA GLOBAL X FDS 68,544.0 $2.9M 0.02% -296K -81.2% $42.73 +0.2%
271 XLV SELECT SECTOR SPDR TR 18,751.0 $2.9M 0.02% -1K -6.2% $154.80 +5.4%
272 MCK MCKESSON CORP Healthcare 3,467.0 $2.8M 0.02% +2K +246.7% $820.29 -4.5%
273 GOOGL CALL ALPHABET INC Communication Services 9,000.0 $2.8M 0.02% NEW $313.00 +14.7%
274 CVNA CARVANA CO Consumer Cyclical 6,622.0 $2.8M 0.02% NEW $422.02 -84.0%
275 AUR AURORA INNOVATION INC Technology 718,201.0 $2.8M 0.02% NEW $3.84 +75.9%
276 CRM CALL SALESFORCE INC Technology 10,100.0 $2.7M 0.02% NEW $264.91 -37.1%
277 TSM CALL TAIWAN SEMICONDUCTOR MFG LTD Technology 8,800.0 $2.7M 0.02% NEW $303.89 +42.6%
278 IXJ ISHARES TR 27,042.0 $2.6M 0.02% NEW $97.40 +3.8%
279 VXX BARCLAYS BANK PLC Financial Services 99,203.0 $2.6M 0.02% NEW $26.47 -15.8%
280 TXN CALL TEXAS INSTRS INC Technology 15,100.0 $2.6M 0.02% NEW $173.49 +67.3%
Page 14 of 49  ·  963 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 35.7%
Financial Services 28.0%
Consumer Cyclical 11.1%
Healthcare 10.1%
Communication Services 9.0%
Industrials 2.4%
Utilities 1.2%
Basic Materials 1.0%
Energy 0.6%
Real Estate 0.5%