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Portfolio (Quarterly) Guide ↗

Marex Group Ltd

· CIK 0001997464
13F Portfolio $23.6B AUM 1,609 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 391 New 320 Added 320 Reduced 281 Exited
Page 20 of 56  ·  1,117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FSLR CALL FIRST SOLAR INC Energy 8,200.0 $1.9M 0.01% NEW $235.96 -6.8%
382 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 199,839.0 $1.9M 0.01% -116K -36.6% $9.68 -8.4%
383 PFE CALL PFIZER INC Healthcare 80,000.0 $1.9M 0.01% $24.08 +13.2%
384 ANGLOGOLD ASHANTI PLC 23,773.0 $1.9M 0.01% -82K -77.6% $80.89
385 AZO CALL AUTOZONE INC Consumer Cyclical 600.0 $1.9M 0.01% NEW $3195.94 -3.8%
386 USO UNITED STS OIL FD LP Financial Services 17,824.0 $1.9M 0.01% +11K +153.8% $106.44 +22.8%
387 OXY OCCIDENTAL PETE CORP Energy 38,680.0 $1.9M 0.01% NEW $48.57 +23.1%
388 URA GLOBAL X FDS 42,214.0 $1.8M 0.01% -25K -37.4% $43.70 -0.2%
389 CCJ CAMECO CORP Energy 17,999.0 $1.8M 0.01% -9K -33.1% $101.86 -5.7%
390 PLUG PLUG PWR INC Industrials 674,338.0 $1.8M 0.01% -717K -51.5% $2.71 -20.3%
391 VKTX VIKING THERAPEUTICS INC Healthcare 46,654.0 $1.8M 0.01% +14K +44.4% $39.01 -14.5%
392 CEG CONSTELLATION ENERGY CORP Utilities 7,324.0 $1.8M 0.01% -3K -27.3% $248.37 +7.4%
393 WELL WELLTOWER INC Real Estate 7,986.0 $1.8M 0.01% +3K +77.0% $226.97 +3.8%
394 AMPX AMPRIUS TECHNOLOGIES INC Industrials 126,930.0 $1.8M 0.01% +87K +219.7% $13.86 -22.7%
395 PM PHILIP MORRIS INTL INC Consumer Defensive 9,705.0 $1.8M 0.01% -1K -13.1% $180.91 +3.7%
396 DASH CALL DOORDASH INC Communication Services 9,500.0 $1.8M 0.01% NEW $184.53 +17.2%
397 INTU CALL INTUIT Technology 6,700.0 $1.7M 0.01% -9K -58.1% $261.00 +34.3%
398 DELL DELL TECHNOLOGIES INC Technology 4,012.0 $1.7M 0.01% -204K -98.1% $431.46 +8.6%
399 NTR NUTRIEN LTD Basic Materials 27,496.0 $1.7M 0.01% -21K -43.9% $62.95 +10.2%
400 MRK MERCK & CO INC Healthcare 13,315.0 $1.7M 0.01% +2K +22.1% $128.50 +5.2%
Page 20 of 56  ·  1,117 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 57.3%
Financial Services 14.6%
Healthcare 7.6%
Communication Services 5.6%
Consumer Cyclical 4.8%
Industrials 4.8%
Utilities 3.0%
Basic Materials 1.1%
Energy 0.8%
Real Estate 0.3%