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Marex Group Portfolio holdings

AUM $15.8B
1-Year Est. Return 31.44%
This Fund
S&P 500
This Quarter Est. Return
+15.3%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.54B
AUM Growth
+$1.84B
Cap. Flow
+$1.61B
Cap. Flow %
63.12%
Top 10 Hldgs %
38.81%
Holding
592
New
380
Increased
122
Reduced
58
Closed
28

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$372M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$75.9M
3
AMD icon
Advanced Micro Devices
AMD
+$59.9M
4
BAC icon
Bank of America
BAC
+$58.6M
5
TGT icon
Target
TGT
+$45.3M

Top Sells

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$122M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$28.9M
3
SYK icon
Stryker
SYK
+$22M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$19.8M
5
TSM icon
TSMC
TSM
+$18.6M

Sector Composition

Rank Sector Weight
1 Technology 31.75%
2 Healthcare 11.92%
3 Financials 11.02%
4 Consumer Discretionary 10.41%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VFS icon
251
VinFast Auto
VFS
$7.18B
$735K 0.03%
+87,800
New +$602K
HOOD icon
252
Robinhood
HOOD
$91.2B
$734K 0.03%
+57,605
New +$572K
BG icon
253
Bunge Global
BG
$23.7B
$725K 0.03%
7,185
+2,321
+48% +$243K
TDG icon
254
TransDigm Group
TDG
$67.9B
$720K 0.03%
+712
New +$657K
BNTX icon
255
BioNTech
BNTX
$23.3B
$720K 0.03%
6,823
+317
+5% +$31.9K
WDC icon
256
Western Digital
WDC
$192B
$698K 0.03%
17,624
-39,723
-69% -$1.39M
MOS icon
257
The Mosaic Company
MOS
$7.08B
$697K 0.03%
19,518
+11,173
+134% +$395K
NIO icon
258
NIO
NIO
$11.6B
$695K 0.03%
76,631
-83,461
-52% -$662K
TTE icon
259
TotalEnergies
TTE
$191B
$674K 0.03%
+10,000
New +$667K
CHPT icon
260
ChargePoint
CHPT
$140M
$669K 0.03%
+14,295
New +$800K
COP icon
261
ConocoPhillips
COP
$146B
$668K 0.03%
+5,755
New +$673K
MELI icon
262
Mercado Libre
MELI
$91.2B
$662K 0.03%
+421
New +$597K
WRK
263
DELISTED
WestRock Company
WRK
$660K 0.03%
15,902
-2,500
-14% -$96.1K
PLTR icon
264
Palantir
PLTR
$296B
$656K 0.03%
38,192
-2,199
-5% -$39.2K
RMBS icon
265
Rambus
RMBS
$11.2B
$651K 0.03%
+9,539
New +$594K
T icon
266
AT&T
T
$157B
$631K 0.02%
37,609
+1,692
+5% +$26.7K
CPRI icon
267
Capri Holdings
CPRI
$1.78B
$622K 0.02%
+12,379
New +$618K
MU icon
268
Micron Technology
MU
$1.12T
$618K 0.02%
7,237
-11,210
-61% -$833K
WIX icon
269
WIX.com
WIX
$2.04B
$614K 0.02%
4,995
+926
+23% +$89.3K
LCID icon
270
Lucid Motors
LCID
$2.52B
$593K 0.02%
14,089
+12,670
+893% +$569K
EEM icon
271
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$591K 0.02%
14,708
-45,281
-75% -$1.75M
JWN
272
DELISTED
Nordstrom
JWN
$591K 0.02%
+32,026
New +$491K
BBWI icon
273
Bath & Body Works
BBWI
$3.9B
$591K 0.02%
+13,684
New +$462K
ROK icon
274
Rockwell Automation
ROK
$51.3B
$590K 0.02%
+1,899
New +$532K
SDS icon
275
ProShares UltraShort S&P500
SDS
$407M
$586K 0.02%
+3,915
New +$677K
9 10
11
12 13

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Diamond Hill Capital Management
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OAC
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EH
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Edgewood Management
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NMO
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Marex Group's Q4 2023 Portfolio in Review

As of Q4 2023, Marex Group held 592 positions worth $2.54B, up 260% from $708M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Marex Group deployed $1.61B of net new capital in Q4 2023, opening 380 new positions and adding to 122 existing holdings. Its largest new stake was NVIDIA: 8,024,160 shares worth $397M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares MSCI ACWI ETF, an estimated $122M trimmed.

  • Marex Group's largest Q4 2023 buy was NVIDIA: 8,024,160 shares worth $397M.
  • Marex Group added most to Advanced Micro Devices in Q4 2023, an estimated $59.9M increase.
  • Marex Group's biggest Q4 2023 reduction was iShares MSCI ACWI ETF, cutting an estimated $122M.
  • Marex Group fully exited Zoetis in Q4 2023, selling an estimated $17.4M.
  • Marex Group's ten largest holdings make up 39% of its $2.54B portfolio in Q4 2023.
  • Marex Group opened 380 new positions and closed 28 in Q4 2023.
  • Marex Group's portfolio value rose 260% quarter-over-quarter to $2.54B.

Based on Marex Group's 13F filing for Q4 2023, filed 2 Apr 2026.