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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
LB
301
LandBridge Co
LB
$2.14B
$466K 0.01%
+11,900
New +$400K
CB icon
302
Chubb
CB
$137B
$456K 0.01%
1,580
– –
FEAM icon
303
5E Advanced Materials
FEAM
$46.5M
$455K 0.01%
36,613
-3,699
-9% -$70K
RNAM
304
DELISTED
Avidity Biosciences
RNAM
$455K 0.01%
9,900
– –
JMIA
305
Jumia Technologies
JMIA
$734M
$454K 0.01%
85,000
+50,000
+143% +$370K
ESPR
306
DELISTED
Esperion Therapeutics
ESPR
$454K 0.01%
275,000
– –
AG icon
307
First Majestic Silver
AG
$8.12B
$453K 0.01%
75,564
-1,963,255
-96% -$11.4M
JNPR
308
DELISTED
Juniper Networks
JNPR
$453K 0.01%
11,617
+614
+6% +$23.4K
CSGP icon
309
CoStar Group
CSGP
$11.1B
$453K 0.01%
6,000
+1,000
+20% +$75.8K
ON icon
310
ON Semiconductor
ON
$35.1B
$452K 0.01%
6,229
-2,897
-32% -$211K
DECK icon
311
Deckers Outdoor
DECK
$13.4B
$452K 0.01%
+2,832
New +$432K
XPEV icon
312
XPeng
XPEV
$12.2B
$451K 0.01%
37,008
-100,501
-73% -$833K
DOCU
313
DocuSign
DOCU
$8.98B
$449K 0.01%
7,238
-1,436
-17% -$80.5K
BZUN
314
Baozun
BZUN
$143M
$439K 0.01%
122,711
-17,243
-12% -$42.6K
CORZ icon
315
Core Scientific
CORZ
$7.62B
$437K 0.01%
+36,816
New +$382K
TDOC icon
316
Teladoc Health
TDOC
$1.56B
$431K 0.01%
46,992
-6,196
-12% -$51.3K
PHM icon
317
Pultegroup
PHM
$23.7B
$431K 0.01%
3,000
– –
UPST icon
318
Upstart Holdings
UPST
$2.64B
$430K 0.01%
10,746
-1,633
-13% -$54.3K
IBDQ
319
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$427K 0.01%
17,000
– –
IRM icon
320
Iron Mountain
IRM
$37.1B
$425K 0.01%
3,578
-68,522
-95% -$7.33M
PANW icon
321
Palo Alto Networks
PANW
$265B
$424K 0.01%
2,482
-458
-16% -$77.1K
PTY icon
322
PIMCO Corporate & Income Opportunity Fund
PTY
$2.46B
$423K 0.01%
+29,400
New +$420K
IGSB icon
323
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$421K 0.01%
8,000
– –
DHR icon
324
Danaher
DHR
$135B
$421K 0.01%
1,515
-80,211
-98% -$21.2M
KNSL icon
325
Kinsale Capital Group
KNSL
$7.66B
$419K 0.01%
900
+220
+32% +$97.2K
11 12
13
14 15

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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
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.