We are live on ! Find out more
MG

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
REGN icon
26
Regeneron Pharmaceuticals
REGN
$70.5B
$50.1M 0.85%
70,265
+35,062
+100% +$29.4M
MELI icon
27
Mercado Libre
MELI
$92.9B
$46.2M 0.79%
27,151
+26,311
+3,132% +$51.2M
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.3T
$44M 0.75%
232,421
+215,484
+1,272% +$37.7M
NOW icon
29
ServiceNow
NOW
$108B
$40.3M 0.69%
190,260
+63,690
+50% +$12.9M
SPGI icon
30
S&P Global
SPGI
$133B
$40.1M 0.68%
80,565
-50,000
-38% -$25.4M
AXP icon
31
American Express
AXP
$240B
$38.8M 0.66%
130,582
+90,642
+227% +$26M
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.29T
$38.2M 0.65%
200,600
-331,313
-62% -$58.5M
EQIX icon
33
Equinix
EQIX
$100B
$37.7M 0.64%
40,000
-18,700
-32% -$17.2M
ASML icon
34
ASML
ASML
$668B
$37.2M 0.63%
53,681
+52,594
+4,838% +$37.8M
COST icon
35
Costco
COST
$415B
$36.9M 0.63%
40,301
-112,171
-74% -$104M
TRV icon
36
Travelers Companies
TRV
$78.4B
$36.1M 0.62%
150,000
– –
CEG icon
37
Constellation Energy
CEG
$90.5B
$33.7M 0.57%
150,618
+75,618
+101% +$18.9M
LULU icon
38
lululemon athletica
LULU
$13.2B
$32M 0.54%
83,564
-26,521
-24% -$8.66M
ADI icon
39
Analog Devices
ADI
$181B
$31.9M 0.54%
+150,000
New +$33.2M
PH icon
40
Parker-Hannifin
PH
$120B
$31.8M 0.54%
50,000
– –
GS icon
41
Goldman Sachs
GS
$311B
$29.7M 0.51%
51,915
+51,243
+7,625% +$28.6M
DELL icon
42
Dell
DELL
$247B
$29.5M 0.5%
255,866
+244,175
+2,089% +$30.6M
HYG icon
43
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
$28.8M 0.49%
+366,318
New +$29.1M
MSI icon
44
Motorola Solutions
MSI
$68.1B
$27.9M 0.47%
+60,304
New +$28.6M
BLK icon
45
Blackrock
BLK
$163B
$27.1M 0.46%
26,439
-68,561
-72% -$69.6M
CRM icon
46
Salesforce
CRM
$142B
$26.8M 0.46%
80,204
-50,246
-39% -$16M
ISRG icon
47
Intuitive Surgical
ISRG
$125B
$26.8M 0.46%
51,273
+263
+0.5% +$137K
TLT icon
48
iShares 20+ Year Treasury Bond ETF
TLT
$42.5B
$26.4M 0.45%
302,243
+52,953
+21% +$4.87M
FLUT icon
49
Flutter Entertainment
FLUT
$18.5B
$25.8M 0.44%
+100,000
New +$25.2M
QCOM icon
50
Qualcomm
QCOM
$180B
$24.2M 0.41%
157,770
+3,483
+2% +$570K
1
2
3 4 5

Similar funds

CLGM
Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
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 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.