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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
+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
GRMN
351
Garmin
GRMN
$47.1B
$481K 0.01%
2,334
+867
+59% +$170K
TRC icon
352
Tejon Ranch
TRC
$478M
$476K 0.01%
+29,934
New +$483K
RIG icon
353
Transocean
RIG
$5.9B
$476K 0.01%
126,889
+32,616
+35% +$135K
BWA icon
354
BorgWarner
BWA
$13.2B
$475K 0.01%
14,942
+611
+4% +$20.8K
IRM icon
355
Iron Mountain
IRM
$38.8B
$473K 0.01%
4,498
+920
+26% +$108K
GUG
356
Guggenheim Active Allocation Fund
GUG
$509M
$472K 0.01%
+31,739
New +$498K
KGC icon
357
Kinross Gold
KGC
$28.7B
$471K 0.01%
50,770
+23,386
+85% +$230K
PDO
358
PIMCO Dynamic Income Opportunities Fund
PDO
$1.84B
$467K 0.01%
+34,360
New +$470K
PSF icon
359
Cohen & Steers Select Preferred & Income Fund
PSF
$236M
$463K 0.01%
+23,432
New +$480K
JNPR
360
DELISTED
Juniper Networks
JNPR
$463K 0.01%
12,357
+740
+6% +$28K
NMCO icon
361
Nuveen Municipal Credit Opportunities Fund
NMCO
$580M
$462K 0.01%
+43,569
New +$486K
BG icon
362
Bunge Global
BG
$23.6B
$461K 0.01%
5,933
– –
VIST icon
363
Vista Energy
VIST
$7.71B
$460K 0.01%
8,510
-5,831
-41% -$301K
GGAL icon
364
Galicia Financial Group
GGAL
$8.02B
$459K 0.01%
7,371
-5,324
-42% -$293K
NXPI icon
365
NXP Semiconductors
NXPI
$68.2B
$457K 0.01%
+2,200
New +$500K
VZLA
366
Vizsla Silver
VZLA
$1.15B
$455K 0.01%
265,807
+101,196
+61% +$194K
BSX icon
367
Boston Scientific
BSX
$66.1B
$452K 0.01%
5,061
+1,559
+45% +$137K
BIDU icon
368
Baidu
BIDU
$36.2B
$448K 0.01%
5,310
-11,762
-69% -$1.07M
U icon
369
Unity
U
$12.5B
$447K 0.01%
19,894
-12,149
-38% -$270K
EWJ icon
370
iShares MSCI Japan ETF
EWJ
$21.8B
$438K 0.01%
6,532
+3,555
+119% +$245K
CB icon
371
Chubb
CB
$139B
$437K 0.01%
1,580
– –
PAM icon
372
Pampa Energía
PAM
$4.66B
$435K 0.01%
4,949
-140
-3% -$10.6K
GXO icon
373
GXO Logistics
GXO
$6.18B
$435K 0.01%
+10,000
New +$551K
MRVL icon
374
Marvell Technology
MRVL
$177B
$426K 0.01%
3,860
-92
-2% -$8.54K
IDXX icon
375
Idexx Laboratories
IDXX
$42.7B
$426K 0.01%
+1,031
New +$452K
13 14
15
16 17

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OAC
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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.