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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
+32.96%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.08B
AUM Growth
+$533M
Cap. Flow
+$57.6M
Cap. Flow %
1.87%
Top 10 Hldgs %
43.86%
Holding
709
New
144
Increased
145
Reduced
149
Closed
229

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$177M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$175M
3
BKNG icon
Booking.com
BKNG
+$86.3M
4
COST icon
Costco
COST
+$82.1M
5
LLY icon
Eli Lilly
LLY
+$75.7M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$330M
2
AMD icon
Advanced Micro Devices
AMD
+$183M
3
BAC icon
Bank of America
BAC
+$68.2M
4
TGT icon
Target
TGT
+$54.5M
5
MO icon
Altria Group
MO
+$40.8M

Sector Composition

Rank Sector Weight
1 Technology 33.95%
2 Healthcare 13.56%
3 Consumer Discretionary 8.56%
4 Communication Services 8.5%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NU icon
251
Nu Holdings
NU
$69.2B
$513K 0.02%
+43,000
New +$439K
LAZR
252
DELISTED
Luminar Technologies
LAZR
$493K 0.02%
16,679
-9,100
-35% -$332K
MARA icon
253
Marathon Digital Holdings
MARA
$4.82B
$486K 0.02%
21,538
+938
+5% +$20.5K
SOFI icon
254
SoFi Technologies
SOFI
$21.5B
$486K 0.02%
66,598
+25,146
+61% +$200K
EQX icon
255
Equinox Gold
EQX
$7.47B
$482K 0.02%
80,000
– –
VTIP icon
256
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$479K 0.02%
+10,000
New +$476K
ISPR icon
257
Ispire Technology
ISPR
$89M
$475K 0.02%
+77,565
New +$780K
SE icon
258
Sea Limited
SE
$61.4B
$473K 0.02%
8,815
-2,513
-22% -$116K
VOO icon
259
Vanguard S&P 500 ETF
VOO
$973B
$472K 0.02%
981
-2,125
-68% -$973K
ON icon
260
ON Semiconductor
ON
$34.1B
$471K 0.02%
6,407
+3,329
+108% +$255K
ESPR
261
DELISTED
Esperion Therapeutics
ESPR
$469K 0.02%
175,000
+25,000
+17% +$60.8K
FUTU icon
262
Futu Holdings
FUTU
$14B
$456K 0.01%
8,423
+1,494
+22% +$77K
ACMR icon
263
ACM Research
ACMR
$5.94B
$453K 0.01%
+15,555
New +$356K
URNM icon
264
Sprott Uranium Miners ETF
URNM
$1.81B
$451K 0.01%
9,140
-898
-9% -$45.9K
IAG icon
265
IAMGOLD
IAG
$8.63B
$450K 0.01%
135,254
+55,254
+69% +$147K
EMB icon
266
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$448K 0.01%
+5,000
New +$440K
AI icon
267
C3.ai
AI
$1.29B
$444K 0.01%
16,397
-13,660
-45% -$384K
TMDX icon
268
Transmedics
TMDX
$2.43B
$444K 0.01%
6,000
-1,006
-14% -$82.9K
ZTO icon
269
ZTO Express
ZTO
$18.3B
$443K 0.01%
21,169
-1,918
-8% -$36.7K
LIT icon
270
Global X Lithium & Battery Tech ETF
LIT
$1.51B
$433K 0.01%
9,554
-533
-5% -$23.7K
SLV icon
271
iShares Silver Trust
SLV
$28.4B
$429K 0.01%
18,865
-53,985
-74% -$1.15M
IQV icon
272
IQVIA
IQV
$34.9B
$422K 0.01%
1,668
– –
IBDQ
273
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$422K 0.01%
+17,000
New +$421K
SCCO icon
274
Southern Copper
SCCO
$143B
$420K 0.01%
4,256
+1,535
+56% +$123K
EEM icon
275
iShares MSCI Emerging Markets ETF
EEM
$28.3B
$417K 0.01%
10,156
-4,552
-31% -$181K
9 10
11
12 13

Similar funds

CLGM
Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Marex Group's Q1 2024 Portfolio in Review

As of Q1 2024, Marex Group held 709 positions worth $3.08B, up 21% from $2.54B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Marex Group's Q1 2024 filing shows 144 new, 145 increased, 149 reduced and 229 closed positions. Its largest new stake was iShares Bitcoin Trust: 5,610,100 shares worth $227M. The largest sale was NVIDIA, an estimated $330M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Marex Group's largest Q1 2024 buy was iShares Bitcoin Trust: 5,610,100 shares worth $227M.
  • Marex Group added most to Broadcom in Q1 2024, an estimated $177M increase.
  • Marex Group's biggest Q1 2024 reduction was NVIDIA, cutting an estimated $330M.
  • Marex Group fully exited Advanced Micro Devices in Q1 2024, selling an estimated $183M.
  • Marex Group's ten largest holdings make up 44% of its $3.08B portfolio in Q1 2024.
  • Marex Group opened 144 new positions and closed 229 in Q1 2024.
  • Marex Group's portfolio value rose 21% quarter-over-quarter to $3.08B.

Based on Marex Group's 13F filing for Q1 2024, filed 2 Apr 2026.