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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 30 of 56  ·  1,117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 KLARNA GROUP PLC 36,615.0 $741K 0.00% -6K -14.8% $20.24
582 ROKU ROKU INC Communication Services 5,354.0 $740K 0.00% -2K -28.4% $138.14 +14.0%
583 BBAI BIGBEAR AI HLDGS INC Technology 201,209.0 $738K 0.00% -5.1M -96.2% $3.67 -17.0%
584 UPS UNITED PARCEL SVCS INC Industrials 6,869.0 $738K 0.00% -2K -23.9% $107.50 -4.2%
585 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 25,000.0 $738K 0.00% +5K +25.0% $29.53 -8.4%
586 PPHC PUBLIC POL HLDG CO INC Industrials 99,331.0 $736K 0.00% NEW $7.41 +37.8%
587 CARR CALL CARRIER GLOBAL CORPORATION Industrials 10,000.0 $734K 0.00% NEW $73.35 -17.6%
588 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,351.0 $732K 0.00% NEW $541.83 -4.1%
589 BAK BRASKEM SA Basic Materials 300,000.0 $732K 0.00% NEW $2.44 -16.2%
590 NEE NEXTERA ENERGY INC Utilities 8,316.0 $730K 0.00% +5K +130.1% $87.77 -2.8%
591 DIS DISNEY WALT CO Communication Services 7,565.0 $728K 0.00% -4K -32.9% $96.25 +11.5%
592 PNRG PRIMEENERGY RESOURCES CORP Energy 4,331.0 $723K 0.00% -3K -39.0% $166.89 +29.5%
593 PANW PALO ALTO NETWORKS INC Technology 2,111.0 $720K 0.00% -6K -73.5% $341.02 +3.3%
594 WELLS FARGO & CO 621.0 $718K 0.00% +359.0 +137.0% $1157.00
595 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 13,800.0 $718K 0.00% -400.0 -2.8% $52.04 +20.6%
596 FNV FRANCO NEV CORP Basic Materials 3,429.0 $715K 0.00% NEW $208.44 +23.3%
597 SEDG SOLAREDGE TECHNOLOGIES INC Energy 12,213.0 $714K 0.00% +2K +19.6% $58.44 -47.5%
598 VYX NCR VOYIX CORPORATION Technology 87,064.0 $711K 0.00% $8.17 -6.7%
599 ELMT ELMET GROUP CO (THE) Industrials 35,879.0 $708K 0.00% NEW $19.74 -14.1%
600 PCVX VAXCYTE INC Healthcare 12,127.0 $705K 0.00% +3K +26.2% $58.13 +5.9%
Page 30 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%