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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 31 of 56  ·  1,117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MDT MEDTRONIC PLC Healthcare 8,948.0 $700K 0.00% +3K +53.2% $78.23 +18.0%
602 FREIGHTOS LTD 453,750.0 $690K 0.00% $1.52
603 MS MORGAN STANLEY Financial Services 3,285.0 $687K 0.00% +797.0 +32.0% $209.04 -0.7%
604 MGK VANGUARD WORLD FD 7,762.0 $682K 0.00% NEW $87.91 +0.8%
605 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,565.0 $675K 0.00% NEW $263.26 +36.9%
606 WOLF WOLFSPEED INC Technology 13,950.0 $673K 0.00% NEW $48.25 -45.4%
607 IGV ISHARES TR 7,424.0 $673K 0.00% -938.0 -11.2% $90.60 +12.5%
608 GTES GATES INDL CORP PLC Industrials 24,000.0 $671K 0.00% NEW $27.97 -7.4%
609 WFC WELLS FARGO & CO Financial Services 8,081.0 $668K 0.00% -4K -31.5% $82.64 +1.3%
610 MRAM EVERSPIN TECHNOLOGIES INC Technology 27,571.0 $667K 0.00% NEW $24.18 -29.8%
611 IBIT PUT ISHARES BITCOIN TRUST ETF Financial Services 20,000.0 $666K 0.00% -1.8M -98.9% $33.29 +23.8%
612 ARQ INC 260,848.0 $665K 0.00% +201K +334.8% $2.55
613 ELAN ELANCO ANIMAL HEALTH INC Healthcare 27,000.0 $664K 0.00% NEW $24.61 -4.3%
614 VICI CALL VICI PPTYS INC Real Estate 25,000.0 $664K 0.00% $26.55 +0.1%
615 TMDX TRANSMEDICS GROUP INC Healthcare 9,927.0 $659K 0.00% NEW $66.42 +36.8%
616 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,872.0 $655K 0.00% NEW $350.07 -9.6%
617 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,216.0 $653K 0.00% -513.0 -29.7% $536.95 -3.3%
618 JBS N.V. 55,000.0 $652K 0.00% +15K +37.5% $11.85
619 FCEL FUELCELL ENERGY INC Industrials 18,021.0 $649K 0.00% NEW $36.01 -49.0%
620 BMA BANCO MACRO S A Financial Services 7,008.0 $649K 0.00% -9K -55.0% $92.59 -21.3%
Page 31 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%