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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 18 of 51  ·  1,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UAL UNITED AIRLS HLDGS INC Industrials 19,742.0 $1.8M 0.01% NEW $92.07 +0.5%
342 LQD ISHARES TR 16,660.0 $1.8M 0.01% -4K -17.5% $108.99 -1.7%
343 CRM CALL SALESFORCE INC Technology 9,600.0 $1.8M 0.01% -500.0 -5.0% $186.67 -3.9%
344 PAM PAMPA ENERGIA SA Utilities 20,248.0 $1.8M 0.01% +8K +64.3% $88.50 -6.5%
345 HL HECLA MINING COMPANY Basic Materials 95,851.0 $1.8M 0.01% +78K +443.8% $18.63 -7.4%
346 COHR COHERENT CORP Technology 7,407.0 $1.8M 0.01% NEW $238.21 +52.3%
347 NOW CALL SERVICENOW INC Technology 16,700.0 $1.7M 0.01% +2K +15.2% $104.55 -1.1%
348 CRWD CROWDSTRIKE HLDGS INC Technology 4,461.0 $1.7M 0.01% +4K +730.7% $390.41 +58.5%
349 DAC DANAOS CORPORATION Industrials 15,225.0 $1.7M 0.01% NEW $112.64 +17.3%
350 QCOM CALL QUALCOMM INC Technology 13,300.0 $1.7M 0.01% -800.0 -5.7% $128.78 +58.1%
351 ADBE CALL ADOBE INC Technology 6,900.0 $1.7M 0.01% NEW $243.08 +4.9%
352 CNC CENTENE CORP DEL Healthcare 50,514.0 $1.7M 0.01% +33K +188.6% $32.74 +77.9%
353 PNRG PRIMEENERGY RESOURCES CORP Energy 7,100.0 $1.7M 0.01% -2K -25.2% $232.85 +17.1%
354 LOGI LOGITECH INTL S A Technology 17,697.0 $1.6M 0.01% +3K +18.1% $91.12 +13.0%
355 PYPL CALL PAYPAL HLDGS INC Financial Services 35,300.0 $1.6M 0.01% -2K -5.1% $45.23 -1.9%
356 ORCL CALL ORACLE CORP Technology 10,800.0 $1.6M 0.01% -600.0 -5.3% $147.11 +26.9%
357 RTX RTX CORPORATION Industrials 8,164.0 $1.6M 0.01% +6K +209.0% $192.90 -8.8%
358 KRE SPDR SERIES TRUST 23,838.0 $1.6M 0.01% NEW $65.15 +3.7%
359 WDC WESTERN DIGITAL CORP Technology 5,712.0 $1.5M 0.01% +2K +61.9% $270.49 +69.6%
360 EQX EQUINOX GOLD CORP Basic Materials 106,550.0 $1.5M 0.01% -7K -6.3% $14.46 -10.6%
Page 18 of 51  ·  1,007 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%