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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 22 of 51  ·  1,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PCT PURECYCLE TECHNOLOGIES INC Industrials 212,800.0 $1.1M 0.01% +115K +117.6% $5.19 +132.9%
422 ROST ROSS STORES INC Consumer Cyclical 5,070.0 $1.1M 0.01% NEW $216.63 -0.1%
423 SSL SASOL LTD Basic Materials 84,000.0 $1.1M 0.01% +54K +180.0% $12.96 +3.5%
424 DIS DISNEY WALT CO Communication Services 11,265.0 $1.1M 0.01% -22K -65.8% $96.38 +5.7%
425 GLD PUT SPDR GOLD TR Financial Services 2,500.0 $1.1M 0.01% NEW $430.29 -4.2%
426 GEMI GEMINI SPACE STA INC Financial Services 239,077.0 $1.1M 0.01% +88K +58.1% $4.42 +12.2%
427 VKTX VIKING THERAPEUTICS INC Healthcare 32,311.0 $1.1M 0.01% -4K -11.3% $32.54 -11.1%
428 RDW REDWIRE CORPORATION Industrials 123,532.0 $1.1M 0.01% NEW $8.50 +59.9%
429 STNG SCORPIO TANKERS INC Energy 14,012.0 $1.0M 0.01% NEW $74.66 +8.9%
430 MOH MOLINA HEALTHCARE INC Healthcare 7,815.0 $1.0M 0.01% -2K -18.6% $133.30 +39.4%
431 XBI CALL SPDR SERIES TRUST 8,000.0 $1.0M 0.01% -7K -46.7% $127.73 +0.9%
432 MCHP MICROCHIP TECHNOLOGY INC. Technology 15,726.0 $1.0M 0.01% -210K -93.0% $64.61 +42.2%
433 ALC ALCON AG Healthcare 13,423.0 $1.0M 0.01% +5K +51.4% $75.35 -12.1%
434 RACE FERRARI N V Consumer Cyclical 2,985.0 $1.0M 0.01% -2K -41.8% $338.45 -2.9%
435 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 38,180.0 $1.0M 0.01% +23K +150.3% $26.35 -5.2%
436 NTES NETEASE COM INC Technology 8,952.0 $1.0M 0.01% +7K +390.2% $111.94 +2.6%
437 CNR CORE NATURAL RESOURCES INC Energy 9,565.0 $1.0M 0.01% NEW $104.73 -20.0%
438 SSRM SSR MINING IN Basic Materials 33,665.0 $990K 0.01% +4K +12.2% $29.40 +1.5%
439 TCOM TRIP COM GROUP LTD Consumer Cyclical 19,785.0 $985K 0.01% NEW $49.79 -4.0%
440 SKEENA RES LTD NEW 33,133.0 $985K 0.01% +13K +65.7% $29.72
Page 22 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%