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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
+5.55%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.38B
AUM Growth
+$659M
Cap. Flow
+$520M
Cap. Flow %
11.86%
Top 10 Hldgs %
40.13%
Holding
803
New
165
Increased
174
Reduced
202
Closed
188

Top Buys

Rank Stock Value
1
MSTR icon
Strategy Inc
MSTR
+$217M
2
INTU icon
Intuit
INTU
+$172M
3
BKNG icon
Booking.com
BKNG
+$94.4M
4
LIN icon
Linde
LIN
+$91.3M
5
HD icon
Home Depot
HD
+$74.1M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$161M
2
AVGO icon
Broadcom
AVGO
+$99.6M
3
COST icon
Costco
COST
+$51.8M
4
NFLX icon
Netflix
NFLX
+$50.8M
5
ETN icon
Eaton
ETN
+$39.4M

Sector Composition

Rank Sector Weight
1 Technology 32.45%
2 Healthcare 14.8%
3 Consumer Discretionary 10.18%
4 Financials 8.84%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUFG icon
276
Mitsubishi UFJ Financial
MUFG
$255B
$613K 0.01%
60,174
+29,824
+98% +$315K
D icon
277
Dominion Energy
D
$62.8B
$607K 0.01%
10,500
+4,598
+78% +$251K
RIOT icon
278
Riot Platforms
RIOT
$9.02B
$597K 0.01%
80,500
+22,500
+39% +$195K
CELH icon
279
Celsius Holdings
CELH
$6.95B
$594K 0.01%
18,944
+12,758
+206% +$536K
NU icon
280
Nu Holdings
NU
$68.5B
$587K 0.01%
43,000
– –
ECHO
281
EchoStar
ECHO
$26.5B
$580K 0.01%
23,384
-3,116
-12% -$63.7K
BG icon
282
Bunge Global
BG
$23.7B
$573K 0.01%
5,933
– –
BILS icon
283
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.84B
$568K 0.01%
5,700
-3,300
-37% -$328K
WPC icon
284
W.P. Carey
WPC
$16.7B
$565K 0.01%
9,070
-8,000
-47% -$474K
T icon
285
AT&T
T
$157B
$565K 0.01%
25,677
-12,819
-33% -$255K
RTX icon
286
RTX Corp
RTX
$282B
$565K 0.01%
4,660
+299
+7% +$34.1K
NAD icon
287
Nuveen Quality Municipal Income Fund
NAD
$2.71B
$557K 0.01%
45,000
+8,671
+24% +$104K
GENI icon
288
Genius Sports
GENI
$1.72B
$557K 0.01%
+71,000
New +$493K
PATH icon
289
UiPath
PATH
$5.28B
$549K 0.01%
42,903
-20,003
-32% -$245K
DXJ icon
290
WisdomTree Japan Hedged Equity Fund
DXJ
$7.17B
$546K 0.01%
5,150
+980
+24% +$104K
SHNY icon
291
MicroSectors Gold 3x Leveraged ETN
SHNY
$7.94M
$544K 0.01%
+120,000
New +$473K
AMGN icon
292
Amgen
AMGN
$201B
$539K 0.01%
+1,674
New +$548K
GGAL icon
293
Galicia Financial Group
GGAL
$8.06B
$534K 0.01%
12,695
+4,654
+58% +$162K
TWLO icon
294
Twilio
TWLO
$28.1B
$533K 0.01%
8,176
-2,593
-24% -$155K
BWA icon
295
BorgWarner
BWA
$13.2B
$520K 0.01%
+14,331
New +$472K
SWKS icon
296
Skyworks Solutions
SWKS
$9.1B
$516K 0.01%
5,226
-12,117
-70% -$1.29M
CL icon
297
Colgate-Palmolive
CL
$72.1B
$511K 0.01%
4,926
+1,945
+65% +$198K
EQX icon
298
Equinox Gold
EQX
$7.33B
$487K 0.01%
80,000
– –
PLTR icon
299
Palantir
PLTR
$296B
$475K 0.01%
+12,771
New +$392K
AZN icon
300
AstraZeneca
AZN
$261B
$467K 0.01%
3,000
– –
10 11
12
13 14

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OAC
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EH
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NMO
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Marex Group's Q3 2024 Portfolio in Review

As of Q3 2024, Marex Group held 803 positions worth $4.38B, up 18% from $3.72B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Marex Group deployed $520M of net new capital in Q3 2024, opening 165 new positions and adding to 174 existing holdings. Its largest new stake was Linde: 200,101 shares worth $95.4M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 30% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was NVIDIA, an estimated $161M trimmed.

  • Marex Group's largest Q3 2024 buy was Linde: 200,101 shares worth $95.4M.
  • Marex Group added most to Strategy Inc in Q3 2024, an estimated $217M increase.
  • Marex Group's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $161M.
  • Marex Group fully exited Eaton in Q3 2024, selling an estimated $39.4M.
  • Marex Group's ten largest holdings make up 40% of its $4.38B portfolio in Q3 2024.
  • Marex Group opened 165 new positions and closed 188 in Q3 2024.
  • Marex Group's portfolio value rose 18% quarter-over-quarter to $4.38B.

Based on Marex Group's 13F filing for Q3 2024, filed 7 Apr 2026.