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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 20 of 49  ·  963 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 URI UNITED RENTALS INC Industrials 1,501.0 $1.2M 0.01% +24.0 +1.6% $809.32 +35.7%
382 TJX TJX COS INC NEW Consumer Cyclical 7,839.0 $1.2M 0.01% NEW $153.61 +0.4%
383 LRMR LARIMAR THERAPEUTICS INC Healthcare 312,000.0 $1.2M 0.01% NEW $3.81 -14.4%
384 CCJ CAMECO CORP Energy 12,899.0 $1.2M 0.01% +4K +46.0% $91.49 +5.5%
385 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 71,050.0 $1.2M 0.01% NEW $16.48 -6.6%
386 ARW ARROW ELECTRS INC Technology 10,430.0 $1.1M 0.01% -2K -14.0% $110.18 +79.2%
387 VZ VERIZON COMMUNICATIONS INC Communication Services 28,111.0 $1.1M 0.01% +22K +338.5% $40.73 +3.1%
388 RGLD ROYAL GOLD INC Basic Materials 5,089.0 $1.1M 0.01% NEW $222.29 -8.2%
389 NU NU HLDGS LTD Financial Services 67,425.0 $1.1M 0.01% -290K -81.1% $16.74 -18.7%
390 VOYG VOYAGER TECHNOLOGIES INC Industrials 42,763.0 $1.1M 0.01% NEW $26.14 +29.3%
391 BNTX BIONTECH SE Healthcare 11,711.0 $1.1M 0.01% +7K +178.0% $95.20 +2.5%
392 ATHM AUTOHOME INC Communication Services 50,000.0 $1.1M 0.01% $22.26 -18.3%
393 XOM EXXON MOBIL CORP Energy 9,223.0 $1.1M 0.01% NEW $120.34 +13.2%
394 PAM PAMPA ENERGIA S A Utilities 12,320.0 $1.1M 0.01% +5K +72.3% $88.51 -9.0%
395 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,894.0 $1.1M 0.01% -3K -45.7% $278.92 +6.2%
396 SE SEA LTD Consumer Cyclical 8,440.0 $1.1M 0.01% -12K -58.8% $127.57 -19.0%
397 HAFN HAFNIA LTD Industrials 201,383.0 $1.1M 0.01% -92K -31.2% $5.33 +31.7%
398 NIO NIO INC Consumer Cyclical 208,223.0 $1.1M 0.01% -70K -25.1% $5.10 -6.1%
399 SATS ECHOSTAR CORP Technology 9,698.0 $1.1M 0.01% -14K -58.5% $108.70 -6.6%
400 MRK PUT MERCK & CO INC Healthcare 10,000.0 $1.1M 0.01% NEW $105.26 +23.1%
Page 20 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%