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Portfolio (Quarterly) Guide ↗

Marex Group plc

· CIK 0001997464
13F Portfolio $15.9B AUM 1,565 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 572 New 219 Added 156 Reduced
Page 39 of 49  ·  963 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 MTDR MATADOR RES CO Energy 6,002.0 $255K 0.00% NEW $42.44 +17.8%
762 DEFI TECHNOLOGIES INC 336,200.0 $254K 0.00% NEW $0.75
763 IRM IRON MTN INC DEL Real Estate 3,047.0 $253K 0.00% -531.0 -14.8% $82.95 +41.7%
764 FLUTTER ENTMT PLC 1,175.0 $253K 0.00% -199K -99.4% $215.04
765 XXI TWENTY ONE CAP INC Financial Services 28,800.0 $252K 0.00% NEW $8.76 -38.0%
766 XXI PUT TWENTY ONE CAP INC Financial Services 28,800.0 $252K 0.00% NEW $8.76 -38.0%
767 CRWD CROWDSTRIKE HLDGS INC Technology 537.0 $252K 0.00% -322K -99.8% $468.76 -58.3%
768 CARR CARRIER GLOBAL CORPORATION Industrials 4,757.0 $251K 0.00% NEW $52.84 +31.6%
769 QRVO QORVO INC Technology 2,974.0 $251K 0.00% NEW $84.51 +3.1%
770 NTES NETEASE INC Technology 1,826.0 $251K 0.00% -2K -45.7% $137.62 -7.6%
771 RITM RITHM CAPITAL CORP Real Estate 23,008.0 $251K 0.00% NEW $10.90 -17.1%
772 TT TRANE TECHNOLOGIES PLC Industrials 643.0 $250K 0.00% NEW $389.20 +22.1%
773 F FORD MTR CO Consumer Cyclical 19,022.0 $250K 0.00% -285K -93.8% $13.12 +1.8%
774 HIO WESTERN ASSET HIGH INCOME OP Financial Services 67,142.0 $249K 0.00% NEW $3.71 -1.2%
775 CARG CARGURUS INC Consumer Cyclical 6,477.0 $248K 0.00% NEW $38.35 -6.5%
776 FFIV F5 INC Technology 966.0 $247K 0.00% +72.0 +8.1% $255.26 +59.7%
777 MET METLIFE INC Financial Services 3,112.0 $246K 0.00% NEW $78.94 +13.4%
778 QNST QUINSTREET INC Communication Services 17,000.0 $244K 0.00% NEW $14.37 +9.8%
779 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 3,907.0 $244K 0.00% NEW $62.46 -18.4%
780 BBY BEST BUY INC Consumer Cyclical 3,641.0 $244K 0.00% NEW $66.93 +16.2%
Page 39 of 49  ·  963 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 35.7%
Financial Services 28.0%
Consumer Cyclical 11.1%
Healthcare 10.1%
Communication Services 9.0%
Industrials 2.4%
Utilities 1.2%
Basic Materials 1.0%
Energy 0.6%
Real Estate 0.5%