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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 21 of 56  ·  1,117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 URG UR-ENERGY INC Energy 1,250,000.0 $1.7M 0.01% +950K +316.7% $1.36 -1.5%
402 CMCSA COMCAST CORP NEW Communication Services 68,966.0 $1.7M 0.01% -248K -78.3% $24.55 +6.7%
403 UBER CALL UBER TECHNOLOGIES INC Technology 23,300.0 $1.7M 0.01% NEW $72.16 +3.5%
404 YPF YPF SOCIEDAD ANONIMA Energy 36,700.0 $1.7M 0.01% +29K +355.3% $45.47 +11.5%
405 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,609.0 $1.7M 0.01% -843.0 -18.9% $459.13 +12.4%
406 GALAXY DIGITAL INC. 60,384.0 $1.7M 0.01% -21K -25.5% $27.34
407 SNPS CALL SYNOPSYS INC Technology 3,700.0 $1.7M 0.01% NEW $446.07 -9.3%
408 GDS GDS HLDGS LTD Technology 54,526.0 $1.6M 0.01% +49K +880.0% $30.03 +12.1%
409 ROST ROSS STORES INC Consumer Cyclical 7,643.0 $1.6M 0.01% +3K +50.8% $212.85 +11.1%
410 AMD PUT ADVANCED MICRO DEVICES INC Technology 2,800.0 $1.6M 0.01% $580.91 -16.6%
411 CALL MADISON SQUARE GARDEN ENTMT 20,000.0 $1.6M 0.01% NEW $80.89
412 LQD ISHARES TR 14,751.0 $1.6M 0.01% -2K -11.5% $109.07 -3.0%
413 EFA ISHARES TR 15,477.0 $1.6M 0.01% NEW $103.88 +3.3%
414 WULF TERAWULF INC Financial Services 65,063.0 $1.6M 0.01% -1.2M -94.9% $24.70 -36.8%
415 INFQ INFLEQTION INC Technology 120,612.0 $1.6M 0.01% NEW $13.32 -3.1%
416 IYR ISHARES TR 15,610.0 $1.6M 0.01% $102.25 +1.5%
417 ACHR ARCHER AVIATION INC Industrials 336,115.0 $1.6M 0.01% +102K +43.8% $4.73 +33.6%
418 BIDU BAIDU INC Communication Services 13,840.0 $1.6M 0.01% -8K -36.2% $114.29 -20.5%
419 EEM ISHARES TR 22,874.0 $1.6M 0.01% +772.0 +3.5% $68.41 -4.5%
420 WBD WARNER BROS DISCOVERY INC Communication Services 58,411.0 $1.6M 0.01% +12K +24.9% $26.66 +6.8%
Page 21 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%