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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
-3.66%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$5.22B
AUM Growth
-$652M
Cap. Flow
-$274M
Cap. Flow %
-5.26%
Top 10 Hldgs %
41.14%
Holding
893
New
216
Increased
212
Reduced
176
Closed
209

Top Buys

Rank Stock Value
1
MSTR icon
Strategy Inc
MSTR
+$227M
2
MA icon
Mastercard
MA
+$147M
3
UNH icon
UnitedHealth
UNH
+$86.2M
4
KLAC icon
KLA
KLAC
+$84.7M
5
LOW icon
Lowe's Companies
LOW
+$73.4M

Top Sells

Rank Stock Value
1
SMCI icon
Super Micro Computer
SMCI
+$264M
2
AVGO icon
Broadcom
AVGO
+$111M
3
NVDA icon
NVIDIA
NVDA
+$103M
4
AAPL icon
Apple
AAPL
+$101M
5
HD icon
Home Depot
HD
+$97.4M

Sector Composition

Rank Sector Weight
1 Technology 31.39%
2 Healthcare 14.48%
3 Consumer Discretionary 14.01%
4 Financials 11.62%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RMD icon
351
ResMed
RMD
$28.3B
$459K 0.01%
2,051
+1,073
+110% +$250K
TEM
352
Tempus AI
TEM
$7.69B
$456K 0.01%
+9,461
New +$511K
LMT icon
353
Lockheed Martin
LMT
$134B
$456K 0.01%
1,021
-14,538
-93% -$6.69M
SNOW icon
354
Snowflake
SNOW
$92.9B
$455K 0.01%
3,114
-2,291
-42% -$389K
A icon
355
Agilent Technologies
A
$39.1B
$452K 0.01%
+3,868
New +$521K
CMG icon
356
Chipotle Mexican Grill
CMG
$40.8B
$451K 0.01%
+8,989
New +$489K
EWJ icon
357
iShares MSCI Japan ETF
EWJ
$21.7B
$448K 0.01%
6,532
– –
PHM icon
358
Pultegroup
PHM
$24.5B
$445K 0.01%
4,328
+1,539
+55% +$166K
BSX icon
359
Boston Scientific
BSX
$65.8B
$441K 0.01%
4,371
-690
-14% -$69.5K
IPI icon
360
Intrepid Potash
IPI
$460M
$441K 0.01%
+15,000
New +$396K
BYND icon
361
Beyond Meat
BYND
$288M
$440K 0.01%
+144,103
New +$530K
SEDG icon
362
SolarEdge
SEDG
$2.59B
$439K 0.01%
27,106
-59,928
-69% -$932K
CACI icon
363
CACI
CACI
$10.8B
$437K 0.01%
+1,192
New +$456K
TIGO icon
364
Millicom
TIGO
$15.8B
$436K 0.01%
+14,400
New +$397K
IE icon
365
Ivanhoe Electric
IE
$1.43B
$436K 0.01%
75,000
– –
TRMD icon
366
TORM
TRMD
$3.1B
$433K 0.01%
+26,257
New +$508K
GROY icon
367
Gold Royalty Corp
GROY
$593M
$432K 0.01%
+300,000
New +$409K
VZLA
368
Vizsla Silver
VZLA
$1.16B
$431K 0.01%
190,007
-75,800
-29% -$159K
TEAM icon
369
Atlassian
TEAM
$22B
$427K 0.01%
+2,014
New +$531K
WFC icon
370
Wells Fargo
WFC
$261B
$426K 0.01%
5,930
-10,938
-65% -$821K
LI icon
371
Li Auto
LI
$12.6B
$425K 0.01%
+16,853
New +$434K
BIIB icon
372
Biogen
BIIB
$29.9B
$422K 0.01%
3,081
-4,411
-59% -$631K
SPPP
373
Sprott Physical Platinum and Palladium Trust
SPPP
$560M
$420K 0.01%
42,287
-175
-0.4% -$1.67K
ACN icon
374
Accenture
ACN
$89.9B
$420K 0.01%
+1,346
New +$475K
NXPI icon
375
NXP Semiconductors
NXPI
$68B
$418K 0.01%
2,200
– –
13 14
15
16 17

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Marex Group held 893 positions worth $5.22B, down 11% from $5.87B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Marex Group withdrew a net $274M in Q1 2025, closing 209 positions and reducing 176 holdings. Its most notable exit was Honeywell, an estimated $56.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 36% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Marex Group opened a new position in IonQ worth $23.3M.

  • Marex Group's largest Q1 2025 buy was IonQ: 1,054,195 shares worth $23.3M.
  • Marex Group added most to Strategy Inc in Q1 2025, an estimated $227M increase.
  • Marex Group's biggest Q1 2025 reduction was Super Micro Computer, cutting an estimated $264M.
  • Marex Group fully exited Honeywell in Q1 2025, selling an estimated $56.5M.
  • Marex Group's ten largest holdings make up 41% of its $5.22B portfolio in Q1 2025.
  • Marex Group opened 216 new positions and closed 209 in Q1 2025.
  • Marex Group's portfolio value fell 11% quarter-over-quarter to $5.22B.

Based on Marex Group's 13F filing for Q1 2025, filed 2 Apr 2026.