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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 24 of 56  ·  1,117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 WMT WALMART INC Consumer Defensive 11,258.0 $1.3M 0.01% +2K +16.4% $113.26 +0.9%
462 BB CALL BLACKBERRY LTD Technology 100,000.0 $1.3M 0.01% NEW $12.65 -34.1%
463 IALT BLACKROCK ETF TRUST 45,000.0 $1.3M 0.01% NEW $28.05 +3.3%
464 EQIX EQUINIX INC Real Estate 1,187.0 $1.2M 0.01% +593.0 +99.8% $1042.39 +3.3%
465 ADI ANALOG DEVICES INC Technology 3,104.0 $1.2M 0.01% NEW $397.17 -6.0%
466 BKLN PUT INVESCO EXCH TRADED FD TR II 60,000.0 $1.2M 0.01% NEW $20.37 +1.0%
467 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 64,474.0 $1.2M 0.01% NEW $18.73 +7.2%
468 V VISA INC Financial Services 3,510.0 $1.2M 0.01% +622.0 +21.5% $343.09 +6.5%
469 ITUB ITAU UNIBANCO HLDG S A Financial Services 147,115.0 $1.2M 0.01% +51K +53.5% $8.17 -9.8%
470 VALE VALE S A Basic Materials 79,908.0 $1.2M 0.01% -103K -56.4% $15.04 -7.6%
471 IWM ISHARES TR 4,000.0 $1.2M 0.01% NEW $300.45 +0.4%
472 C CITIGROUP INC Financial Services 8,524.0 $1.2M 0.01% +1K +13.3% $139.96 -5.1%
473 ZTS ZOETIS INC Healthcare 16,395.0 $1.2M 0.01% NEW $71.86 +6.7%
474 AES AES CORP Utilities 78,727.0 $1.2M 0.01% NEW $14.66 +0.3%
475 LULU CALL LULULEMON ATHLETICA INC Consumer Cyclical 10,000.0 $1.1M 0.01% NEW $114.18 +4.6%
476 HAFN HAFNIA LTD Industrials 171,217.0 $1.1M 0.01% -153K -47.2% $6.64 +19.1%
477 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,266.0 $1.1M 0.01% -142.0 -5.9% $501.36 +22.4%
478 EWA CALL ISHARES INC 40,000.0 $1.1M 0.01% NEW $28.16 +6.4%
479 CHURCHILL CAP CORP XI 64,550.0 $1.1M 0.01% NEW $17.45
480 GSL GLOBAL SHIP LEASE INC Industrials 29,939.0 $1.1M 0.01% +19K +166.6% $37.60 +15.6%
Page 24 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%