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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 19 of 51  ·  1,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BWXT BWX TECHNOLOGIES INC Industrials 7,503.0 $1.5M 0.01% NEW $204.49 -1.2%
362 XLE SELECT SECTOR SPDR TR 24,686.0 $1.5M 0.01% +4K +21.9% $61.26 -1.2%
363 GALAXY DIGITAL INC. 81,041.0 $1.5M 0.01% +8K +11.2% $18.45
364 KWEB KRANESHARES TRUST 52,353.0 $1.5M 0.01% +41K +370.8% $28.43 -1.3%
365 NXE NEXGEN ENERGY LTD Energy 127,930.0 $1.5M 0.01% NEW $11.60 -3.1%
366 PSKY PARAMOUNT SKYDANCE CORP Communication Services 164,418.0 $1.5M 0.01% +105K +178.2% $9.02 +9.6%
367 IYR ISHARES TR 15,610.0 $1.5M 0.01% -1K -6.0% $94.56 +6.7%
368 NTR PUT NUTRIEN LTD Basic Materials 19,500.0 $1.5M 0.01% NEW $75.46 -5.2%
369 SMH VANECK ETF TRUST 3,817.0 $1.5M 0.01% NEW $383.40 +42.5%
370 UEC URANIUM ENERGY CORP Energy 107,385.0 $1.4M 0.01% NEW $13.50 +1.1%
371 LI LI AUTO INC Consumer Cyclical 81,057.0 $1.4M 0.01% +27K +51.1% $17.83 +3.8%
372 IAG IAMGOLD CORP Basic Materials 76,085.0 $1.4M 0.01% +1K +1.4% $18.82 -9.8%
373 SE SEA LTD Consumer Cyclical 17,042.0 $1.4M 0.01% +9K +101.9% $82.81 +6.5%
374 CAT CATERPILLAR INC Industrials 1,991.0 $1.4M 0.01% +2K +318.3% $708.46 +21.9%
375 AERT AERIES TECHNOLOGY INC Industrials 4,495,814.0 $1.4M 0.01% NEW $0.31 +135.6%
376 AMTM AMENTUM HOLDINGS INC Industrials 53,043.0 $1.4M 0.01% +40K +308.0% $26.08 -10.7%
377 SILJ AMPLIFY ETF TR 46,450.0 $1.4M 0.01% NEW $29.72 -0.5%
378 COIN CALL COINBASE GLOBAL INC Financial Services 7,900.0 $1.4M 0.01% -400.0 -4.8% $174.61 +8.5%
379 AA ALCOA CORP Basic Materials 20,739.0 $1.4M 0.01% +14K +206.5% $66.33 -5.6%
380 SOLT VOLATILITY SHS TR 30,072.0 $1.4M 0.01% NEW $45.35 +1.9%
Page 19 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%