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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
+25.67%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$11.5B
AUM Growth
+$6.31B
Cap. Flow
+$5.08B
Cap. Flow %
44.03%
Top 10 Hldgs %
42.58%
Holding
980
New
298
Increased
138
Reduced
168
Closed
338

Top Buys

Rank Stock Value
1
MA icon
Mastercard
MA
+$281M
2
BKNG icon
Booking.com
BKNG
+$169M
3
HUM icon
Humana
HUM
+$76.2M
4
RGTI icon
Rigetti Computing
RGTI
+$74.6M
5
MSTR icon
Strategy Inc
MSTR
+$74.1M

Top Sells

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$359M
2
BRRR icon
Coinshares Bitcoin ETF
BRRR
+$210M
3
NVDA icon
NVIDIA
NVDA
+$157M
4
AVGO icon
Broadcom
AVGO
+$123M
5
NFLX icon
Netflix
NFLX
+$114M

Sector Composition

Rank Sector Weight
1 Technology 15.53%
2 Financials 8.74%
3 Consumer Discretionary 7.67%
4 Healthcare 7.01%
5 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
351
Johnson & Johnson
JNJ
$624B
$634K 0.01%
4,151
-98,093
-96% -$15.1M
GGAL icon
352
Galicia Financial Group
GGAL
$8.06B
$627K 0.01%
+12,451
New +$713K
JAZZ icon
353
Jazz Pharmaceuticals
JAZZ
$16B
$610K 0.01%
5,749
+2,813
+96% +$306K
PBR icon
354
Petrobras
PBR
$122B
$602K 0.01%
48,151
+36,551
+315% +$438K
WMT icon
355
Walmart Inc
WMT
$863B
$600K 0.01%
6,133
-2,066
-25% -$197K
AES icon
356
AES
AES
$10.6B
$592K 0.01%
56,306
+17,281
+44% +$185K
BMY icon
357
Bristol-Myers Squibb
BMY
$126B
$591K 0.01%
12,772
-120,684
-90% -$5.92M
ANET icon
358
Arista Networks
ANET
$222B
$584K 0.01%
5,712
-1,320
-19% -$114K
A icon
359
Agilent Technologies
A
$39.5B
$580K 0.01%
4,914
+1,046
+27% +$116K
ARWR icon
360
Arrowhead Research
ARWR
$12.2B
$576K 0.01%
36,469
+7,886
+28% +$113K
OXY icon
361
Occidental Petroleum
OXY
$57.3B
$573K 0.01%
13,646
-1,000
-7% -$41.8K
UAL icon
362
CALL
United Airlines
UAL
$37.4B
$557K ﹤0.01%
+7,000
New +$516K
ASPI icon
363
ASP Isotopes
ASPI
$509M
$552K ﹤0.01%
75,000
-7,535
-9% -$50.5K
JOBY icon
364
Joby Aviation
JOBY
$7.42B
$549K ﹤0.01%
+52,061
New +$377K
MDGL icon
365
Madrigal Pharmaceuticals
MDGL
$12.5B
$548K ﹤0.01%
1,811
+1,087
+150% +$324K
KGC icon
366
Kinross Gold
KGC
$28.3B
$543K ﹤0.01%
34,751
-271,748
-89% -$3.96M
INSP icon
367
Inspire Medical Systems
INSP
$1.46B
$541K ﹤0.01%
4,172
+2,543
+156% +$369K
DOCS icon
368
Doximity
DOCS
$3.68B
$528K ﹤0.01%
+8,611
New +$480K
HBI
369
DELISTED
Hanesbrands
HBI
$524K ﹤0.01%
+114,456
New +$552K
GEN icon
370
Gen Digital
GEN
$15.1B
$520K ﹤0.01%
17,676
+2,516
+17% +$68.8K
SEDG icon
371
SolarEdge
SEDG
$2.75B
$518K ﹤0.01%
25,406
-1,700
-6% -$28.1K
SAND
372
DELISTED
Sandstorm Gold
SAND
$517K ﹤0.01%
55,000
+8,714
+19% +$74.6K
CRDO icon
373
Credo Technology Group
CRDO
$44.1B
$514K ﹤0.01%
+5,555
New +$324K
ANGI icon
374
Angi Inc
ANGI
$219M
$504K ﹤0.01%
+33,016
New +$477K
AU icon
375
AngloGold Ashanti
AU
$39.7B
$501K ﹤0.01%
11,001
-5,080
-32% -$219K
13 14
15
16 17

Similar funds

CLGM
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LCIP
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EF
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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Marex Group's Q2 2025 Portfolio in Review

As of Q2 2025, Marex Group held 980 positions worth $11.5B, up 121% from $5.22B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Marex Group deployed $5.08B of net new capital in Q2 2025, opening 298 new positions and adding to 138 existing holdings. Its largest new stake was Humana: 305,720 shares worth $74.7M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was iShares Bitcoin Trust, an estimated $359M trimmed.

  • Marex Group's largest Q2 2025 buy was Humana: 305,720 shares worth $74.7M.
  • Marex Group added most to Mastercard in Q2 2025, an estimated $281M increase.
  • Marex Group's biggest Q2 2025 reduction was iShares Bitcoin Trust, cutting an estimated $359M.
  • Marex Group fully exited Coinshares Bitcoin ETF in Q2 2025, selling an estimated $210M.
  • Marex Group's ten largest holdings make up 43% of its $11.5B portfolio in Q2 2025.
  • Marex Group opened 298 new positions and closed 338 in Q2 2025.
  • Marex Group's portfolio value rose 121% quarter-over-quarter to $11.5B.

Based on Marex Group's 13F filing for Q2 2025, filed 19 Aug 2025.