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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
+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
GRAB icon
576
Grab
GRAB
$13.5B
$155K ﹤0.01%
+32,856
New +$150K
GBDC icon
577
Golub Capital BDC
GBDC
$3.33B
$152K ﹤0.01%
10,000
-6,782
-40% -$103K
UA icon
578
Under Armour Class C
UA
$2.81B
$150K ﹤0.01%
20,136
-14,804
-42% -$123K
PBR icon
579
Petrobras
PBR
$122B
$149K ﹤0.01%
+11,600
New +$162K
PARA
580
DELISTED
Paramount Global Class B
PARA
$149K ﹤0.01%
14,250
-55,894
-80% -$601K
PTON icon
581
Peloton Interactive
PTON
$2.61B
$149K ﹤0.01%
17,128
-9,286
-35% -$72.3K
NOTE
582
DELISTED
FiscalNote
NOTE
$146K ﹤0.01%
11,346
+6,029
+113% +$73.5K
MUJ icon
583
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$640M
$144K ﹤0.01%
+13,000
New +$152K
BLUE
584
DELISTED
bluebird bio
BLUE
$143K ﹤0.01%
17,150
-1
-0% -$9
KIO
585
KKR Income Opportunities Fund
KIO
$456M
$139K ﹤0.01%
+10,419
New +$144K
VTN icon
586
Invesco Trust for Investment Grade New York Municipals
VTN
$163M
$138K ﹤0.01%
+13,200
New +$148K
JGH icon
587
Nuveen Global High Income Fund
JGH
$349M
$137K ﹤0.01%
+10,703
New +$140K
TGB
588
Trekor Metals
TGB
$2.65B
$135K ﹤0.01%
69,697
+19,415
+39% +$42.8K
VOXR
589
Vox Royalty Corp
VOXR
$298M
$135K ﹤0.01%
57,739
– –
BKN
590
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$132K ﹤0.01%
+11,821
New +$145K
BLNK icon
591
Blink Charging
BLNK
$79.6M
$129K ﹤0.01%
92,900
– –
PATH icon
592
UiPath
PATH
$5.28B
$128K ﹤0.01%
10,061
-32,842
-77% -$434K
QBTS icon
593
D-Wave Quantum
QBTS
$6.33B
$126K ﹤0.01%
+15,011
New +$44.9K
BRW
594
Saba Capital Income & Opportunities Fund
BRW
$338M
$126K ﹤0.01%
16,472
-132,260
-89% -$1.01M
ICLN icon
595
iShares Global Clean Energy ETF
ICLN
$2.46B
$121K ﹤0.01%
10,626
-10
-0.1% -$126
WB icon
596
Weibo
WB
$1.92B
$118K ﹤0.01%
12,404
-6,862
-36% -$65.7K
ENVX icon
597
Enovix
ENVX
$947M
$114K ﹤0.01%
11,953
-457
-4% -$4.01K
GGN
598
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$764M
$113K ﹤0.01%
+29,953
New +$125K
JQC icon
599
Nuveen Credit Strategies Income Fund
JQC
$702M
$110K ﹤0.01%
+19,288
New +$111K
TEI
600
Templeton Emerging Markets Income Fund
TEI
$318M
$108K ﹤0.01%
+21,000
New +$115K
22 23
24
25 26

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OAC
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EH
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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.