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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
-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
CYBR
476
DELISTED
CyberArk
CYBR
$276K 0.01%
+818
New +$294K
CRH icon
477
CRH
CRH
$66.7B
$275K 0.01%
+3,130
New +$308K
EME icon
478
Emcor
EME
$33.1B
$275K 0.01%
+744
New +$322K
NAC icon
479
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
$275K 0.01%
24,422
+4,921
+25% +$55.9K
XLF icon
480
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$275K 0.01%
5,511
+729
+15% +$36.6K
CHWY icon
481
Chewy
CHWY
$8.54B
$274K 0.01%
+8,434
New +$303K
TUR icon
482
iShares MSCI Turkey ETF
TUR
$206M
$273K 0.01%
8,333
– –
JNPR
483
DELISTED
Juniper Networks
JNPR
$273K 0.01%
7,552
-4,805
-39% -$176K
FMC icon
484
FMC
FMC
$1.42B
$273K 0.01%
+6,459
New +$287K
BRBR icon
485
BellRing Brands
BRBR
$1.51B
$272K 0.01%
3,647
-91
-2% -$6.68K
HLF icon
486
Herbalife
HLF
$1.23B
$271K 0.01%
31,368
– –
CLSK icon
487
CleanSpark
CLSK
$3.73B
$270K 0.01%
40,226
+6,891
+21% +$65.3K
THC icon
488
Tenet Healthcare
THC
$20.1B
$269K 0.01%
2,000
-19,500
-91% -$2.57M
TQQQ icon
489
ProShares UltraPro QQQ
TQQQ
$31.1B
$268K 0.01%
9,362
-19,166
-67% -$727K
CIEN icon
490
Ciena
CIEN
$55.3B
$268K 0.01%
+4,431
New +$350K
HFRO
491
Highland Opportunities and Income Fund
HFRO
$407M
$268K 0.01%
51,480
-205,493
-80% -$1.14M
EBAY icon
492
eBay
EBAY
$48.6B
$268K 0.01%
3,951
+632
+19% +$42.1K
PANW icon
493
Palo Alto Networks
PANW
$264B
$266K 0.01%
+1,560
New +$288K
ALSN icon
494
Allison Transmission
ALSN
$10.1B
$265K 0.01%
+2,765
New +$293K
K
495
DELISTED
Kellanova
K
$264K 0.01%
+3,203
New +$263K
MGPI icon
496
MGP Ingredients
MGPI
$378M
$261K 0.01%
8,900
+3,400
+62% +$114K
SWKS icon
497
Skyworks Solutions
SWKS
$9.06B
$260K 0.01%
+4,029
New +$307K
ACHR icon
498
Archer Aviation
ACHR
$3.64B
$260K 0.01%
36,584
+26,584
+266% +$236K
VMO icon
499
Invesco Municipal Opportunity Trust
VMO
$647M
$260K 0.01%
27,400
-11,300
-29% -$110K
INSP icon
500
Inspire Medical Systems
INSP
$1.42B
$259K 0.01%
1,629
+540
+50% +$97.7K
18 19
20
21 22

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
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NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.