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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
IBDQ
376
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$426K 0.01%
17,000
– –
BCO icon
377
Brink's
BCO
$5.04B
$421K 0.01%
+4,537
New +$454K
MTB icon
378
M&T Bank
MTB
$36.1B
$420K 0.01%
+2,235
New +$444K
KNSL icon
379
Kinsale Capital Group
KNSL
$8.02B
$419K 0.01%
900
– –
AJG icon
380
Arthur J. Gallagher & Co
AJG
$63.1B
$418K 0.01%
+1,473
New +$429K
VYX icon
381
NCR Voyix
VYX
$1.06B
$415K 0.01%
+30,000
New +$416K
GFI icon
382
Gold Fields
GFI
$29.5B
$414K 0.01%
31,386
+4,419
+16% +$67.3K
UAA icon
383
Under Armour
UAA
$2.95B
$414K 0.01%
50,011
+25,751
+106% +$235K
IGSB icon
384
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$414K 0.01%
8,000
– –
MDB icon
385
MongoDB
MDB
$23.9B
$413K 0.01%
1,776
-6,144
-78% -$1.74M
IAG icon
386
IAMGOLD
IAG
$8.58B
$413K 0.01%
80,000
– –
VUG icon
387
Vanguard Growth ETF
VUG
$217B
$411K 0.01%
+6,012
New +$404K
ITA icon
388
iShares US Aerospace & Defense ETF
ITA
$14.2B
$411K 0.01%
+2,825
New +$426K
QUAL icon
389
iShares MSCI USA Quality Factor ETF
QUAL
$45.9B
$405K 0.01%
2,277
– –
AOS icon
390
A.O. Smith
AOS
$8.38B
$405K 0.01%
+5,932
New +$449K
UAL icon
391
United Airlines
UAL
$38.9B
$404K 0.01%
+4,165
New +$352K
EQX icon
392
Equinox Gold
EQX
$7.41B
$402K 0.01%
80,000
– –
TDOC icon
393
Teladoc Health
TDOC
$1.6B
$401K 0.01%
44,110
-2,882
-6% -$27.8K
TTD icon
394
Trade Desk
TTD
$8.06B
$400K 0.01%
+3,401
New +$421K
ORKT
395
Orangekloud Technology Inc
ORKT
$5.61M
$399K 0.01%
+33,054
New +$494K
TDW icon
396
Tidewater
TDW
$3.9B
$398K 0.01%
+7,269
New +$414K
DUOL icon
397
Duolingo
DUOL
$5.67B
$393K 0.01%
+1,211
New +$385K
GEN icon
398
Gen Digital
GEN
$15.6B
$393K 0.01%
14,336
+5,166
+56% +$149K
ASM
399
Avino Silver & Gold Mines
ASM
$999M
$392K 0.01%
445,098
+240,000
+117% +$276K
FNV icon
400
Franco-Nevada
FNV
$41.3B
$391K 0.01%
+3,321
New +$411K
14 15
16
17 18

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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 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.