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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 23 of 51  ·  1,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 10,451.0 $981K 0.01% +9K +436.5% $93.87 +83.4%
442 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 12,855.0 $979K 0.01% NEW $76.16 +7.8%
443 GOOG ALPHABET INC Communication Services 3,365.0 $965K 0.01% -2K -36.5% $286.86 +37.0%
444 C1 FD INC 248,765.0 $958K 0.01% +69K +38.4% $3.85
445 TRMD TORM PLC Energy 34,230.0 $955K 0.01% -7K -16.1% $27.90 +16.5%
446 INFY INFOSYS LTD Technology 70,394.0 $951K 0.01% NEW $13.51 -6.8%
447 GILD GILEAD SCIENCES INC Healthcare 6,821.0 $951K 0.01% +1K +19.4% $139.37 -7.0%
448 NOW SERVICENOW INC Technology 9,065.0 $948K 0.01% +6K +187.9% $104.55 -1.1%
449 GRANITESHARES ETF TR 90,606.0 $946K 0.01% NEW $10.44
450 GRAB GRAB HOLDINGS LIMITED Technology 258,218.0 $945K 0.01% +175K +208.6% $3.66 -3.3%
451 RIG TRANSOCEAN LTD Energy 142,115.0 $942K 0.01% -158K -52.6% $6.63 +14.3%
452 WFC WELLS FARGO & CO Financial Services 11,794.0 $939K 0.01% +8K +190.5% $79.61 -6.6%
453 JNJ JOHNSON & JOHNSON Healthcare 3,831.0 $936K 0.01% NEW $244.44 -6.3%
454 XLU SELECT SECTOR SPDR TR 20,391.0 $936K 0.01% +15K +284.5% $45.89 -3.4%
455 NVDL GRANITESHARES ETF TR 12,790.0 $928K 0.01% NEW $72.57 +55.2%
456 URI UNITED RENTALS INC Industrials 1,266.0 $922K 0.01% -235.0 -15.7% $728.56 +29.6%
457 UROY URANIUM RTY CORP Energy 252,270.0 $921K 0.01% NEW $3.65 -1.4%
458 AMBA AMBARELLA INC Technology 17,886.0 $921K 0.01% +7K +60.9% $51.48 +53.2%
459 ZM ZOOM COMMUNICATIONS INC Technology 11,388.0 $915K 0.01% -4K -27.9% $80.39 +23.0%
460 NET CLOUDFLARE INC Technology 4,393.0 $906K 0.01% -7K -62.1% $206.34 -2.2%
Page 23 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%