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MG

Marex Group Portfolio holdings

AUM $15.8B
1-Year Est. Return 31.44%
This Fund
S&P 500
This Quarter Est. Return
+14.33%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$5.87B
AUM Growth
+$1.49B
Cap. Flow
+$1.04B
Cap. Flow %
17.74%
Top 10 Hldgs %
45.81%
Holding
854
New
240
Increased
190
Reduced
182
Closed
177

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$272M
2
SMCI icon
Super Micro Computer
SMCI
+$243M
3
NVDA icon
NVIDIA
NVDA
+$159M
4
SYK icon
Stryker
SYK
+$157M
5
AMD icon
Advanced Micro Devices
AMD
+$110M

Top Sells

Rank Stock Value
1
MSTR icon
Strategy Inc
MSTR
+$176M
2
COST icon
Costco
COST
+$104M
3
LIN icon
Linde
LIN
+$90.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$72.6M
5
BLK icon
Blackrock
BLK
+$69.6M

Sector Composition

Rank Sector Weight
1 Technology 36.26%
2 Consumer Discretionary 17.72%
3 Healthcare 12.15%
4 Financials 6.53%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WST icon
251
West Pharmaceutical
WST
$25B
$934K 0.02%
2,850
+705
+33% +$222K
SMH icon
252
VanEck Semiconductor ETF
SMH
$69.8B
$920K 0.02%
3,797
+387
+11% +$96K
ASHR icon
253
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.37B
$911K 0.02%
+34,426
New +$960K
CELH icon
254
Celsius Holdings
CELH
$6.95B
$910K 0.02%
34,560
+15,616
+82% +$463K
GDX icon
255
VanEck Gold Miners ETF
GDX
$22.9B
$898K 0.02%
26,481
-14,796
-36% -$568K
SOXS icon
256
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.54B
$892K 0.02%
+199
New +$857K
PTA icon
257
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.04B
$888K 0.02%
+46,195
New +$934K
SQM icon
258
Sociedad Química y Minera de Chile
SQM
$19.8B
$885K 0.02%
24,339
+1,213
+5% +$47.5K
DNP icon
259
DNP Select Income Fund
DNP
$4.15B
$876K 0.01%
+99,273
New +$935K
APA icon
260
APA Corp
APA
$12.9B
$863K 0.01%
37,370
+5,607
+18% +$131K
BE icon
261
Bloom Energy
BE
$61.8B
$854K 0.01%
38,466
+28,114
+272% +$493K
SNOW icon
262
Snowflake
SNOW
$91.9B
$835K 0.01%
5,405
-5,851
-52% -$824K
NUE icon
263
Nucor
NUE
$54.9B
$834K 0.01%
+7,147
New +$1.03M
FNGA
264
DELISTED
MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038
FNGA
$830K 0.01%
+1,423
New +$730K
DHR icon
265
Danaher
DHR
$135B
$830K 0.01%
3,615
+2,100
+139% +$516K
GRAL
266
GRAIL Inc
GRAL
$3.02B
$827K 0.01%
46,351
-5,000
-10% -$81.3K
PCT icon
267
PureCycle Technologies
PCT
$1.21B
$820K 0.01%
80,000
-24,174
-23% -$280K
PLTR icon
268
Palantir
PLTR
$296B
$814K 0.01%
10,760
-2,011
-16% -$117K
AMGN icon
269
Amgen
AMGN
$201B
$814K 0.01%
3,122
+1,448
+86% +$430K
SOXX icon
270
iShares Semiconductor ETF
SOXX
$46.2B
$811K 0.01%
3,764
+1,959
+109% +$437K
MOS icon
271
The Mosaic Company
MOS
$7.08B
$811K 0.01%
32,988
+9,471
+40% +$248K
WM icon
272
Waste Management
WM
$95.3B
$810K 0.01%
+4,013
New +$862K
AEYE icon
273
AudioEye
AEYE
$72.2M
$806K 0.01%
+52,984
New +$1.21M
GDXJ icon
274
VanEck Junior Gold Miners ETF
GDXJ
$7.05B
$793K 0.01%
18,541
+71
+0.4% +$3.44K
ABBV icon
275
AbbVie
ABBV
$454B
$784K 0.01%
4,411
-5,013
-53% -$922K
9 10
11
12 13

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LCIP
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EF
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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 2024 Portfolio in Review

As of Q4 2024, Marex Group held 854 positions worth $5.87B, up 34% from $4.38B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Marex Group deployed $1.04B of net new capital in Q4 2024, opening 240 new positions and adding to 190 existing holdings. Its largest new stake was Hilton Worldwide: 225,008 shares worth $55.6M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 32% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Strategy Inc, an estimated $176M trimmed.

  • Marex Group's largest Q4 2024 buy was Hilton Worldwide: 225,008 shares worth $55.6M.
  • Marex Group added most to Tesla in Q4 2024, an estimated $272M increase.
  • Marex Group's biggest Q4 2024 reduction was Strategy Inc, cutting an estimated $176M.
  • Marex Group fully exited Cigna in Q4 2024, selling an estimated $34.7M.
  • Marex Group's ten largest holdings make up 46% of its $5.87B portfolio in Q4 2024.
  • Marex Group opened 240 new positions and closed 177 in Q4 2024.
  • Marex Group's portfolio value rose 34% quarter-over-quarter to $5.87B.

Based on Marex Group's 13F filing for Q4 2024, filed 2 Apr 2026.