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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 18 of 49  ·  963 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GALAXY DIGITAL INC. 72,844.0 $1.6M 0.01% NEW $22.36
342 PNRG PRIMEENERGY RESOURCES CORP Energy 9,496.0 $1.6M 0.01% +496.0 +5.5% $171.00 +1.3%
343 NVGS NAVIGATOR HLDGS LTD Energy 93,006.0 $1.6M 0.01% -4K -3.9% $17.32 +10.4%
344 NNE NANO NUCLEAR ENERGY INC Industrials 66,546.0 $1.6M 0.01% NEW $24.01 -16.6%
345 EQX EQUINOX GOLD CORP Basic Materials 113,700.0 $1.6M 0.01% +30K +35.6% $14.04 -27.8%
346 LPTH CALL LIGHTPATH TECHNOLOGIES INC Technology 145,500.0 $1.6M 0.01% NEW $10.80 +34.8%
347 ETHA CALL ISHARES ETHEREUM TR Financial Services 70,000.0 $1.6M 0.01% NEW $22.43 -42.7%
348 IYR ISHARES TR 16,610.0 $1.6M 0.01% +14K +568.7% $93.89 +10.8%
349 GBDC GOLUB CAP BDC INC Financial Services 112,529.0 $1.5M 0.01% NEW $13.57 -4.3%
350 ARCC ARES CAPITAL CORP Financial Services 74,779.0 $1.5M 0.01% NEW $20.23 -7.4%
351 LOGI LOGITECH INTL S A Technology 14,990.0 $1.5M 0.01% +7K +90.8% $100.22 -6.2%
352 GEMI GEMINI SPACE STA INC Financial Services 151,243.0 $1.5M 0.01% NEW $9.92 -57.4%
353 LPG DORIAN LPG LTD Energy 60,000.0 $1.5M 0.01% NEW $24.34 +47.9%
354 TRIP TRIPADVISOR INC Consumer Cyclical 100,208.0 $1.5M 0.01% +39K +62.7% $14.56 -1.9%
355 PBR PETROLEO BRASILEIRO SA PETRO Energy 122,937.0 $1.5M 0.01% +111K +959.8% $11.85 +35.9%
356 BIT BLACKROCK MULTI SECTOR INC T Financial Services 110,337.0 $1.4M 0.01% NEW $13.06 -4.3%
357 VIST VISTA ENERGY S.A.B. DE C.V. Energy 29,586.0 $1.4M 0.01% NEW $48.66 +24.0%
358 VALE CALL VALE S A Basic Materials 110,000.0 $1.4M 0.01% NEW $13.03 +15.0%
359 MCO MOODYS CORP Financial Services 2,804.0 $1.4M 0.01% NEW $510.85 -4.0%
360 LPTH LIGHTPATH TECHNOLOGIES INC Technology 131,891.0 $1.4M 0.01% NEW $10.80 +34.8%
Page 18 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%