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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
VKI icon
601
Invesco Advantage Municipal Income Trust II
VKI
$396M
$107K ﹤0.01%
+12,200
New +$110K
GFR icon
602
Greenfire Resources
GFR
$808M
$106K ﹤0.01%
15,000
+2,800
+23% +$20.1K
WRN
603
Western Copper and Gold
WRN
$490M
$104K ﹤0.01%
99,200
– –
EVN
604
Eaton Vance Municipal Income Trust
EVN
$425M
$102K ﹤0.01%
+10,100
New +$107K
WULF icon
605
TeraWulf
WULF
$9.77B
$102K ﹤0.01%
18,000
-9,559
-35% -$61.6K
OCCI
606
OFS Credit Co
OCCI
$69.6M
$100K ﹤0.01%
+14,113
New +$102K
HBM icon
607
Hudbay
HBM
$10.1B
$99.6K ﹤0.01%
+12,300
New +$110K
PCF
608
High Income Securities Fund
PCF
$99.8M
$99.1K ﹤0.01%
+15,174
New +$102K
ABEV icon
609
Ambev
ABEV
$47.9B
$98.1K ﹤0.01%
+53,030
New +$117K
ACHR icon
610
Archer Aviation
ACHR
$3.78B
$97.5K ﹤0.01%
+10,000
New +$55.6K
CIFR icon
611
Cipher Digital
CIFR
$10.3B
$97.4K ﹤0.01%
21,000
-53,759
-72% -$305K
NOVA
612
DELISTED
Sunnova Energy
NOVA
$97.4K ﹤0.01%
+28,384
New +$142K
ITUB icon
613
Itaú Unibanco
ITUB
$92B
$96K ﹤0.01%
+21,928
New +$113K
CALY
614
Callaway Golf Company
CALY
$3.26B
$95.6K ﹤0.01%
12,160
-1,989
-14% -$18.1K
INVZ icon
615
Innoviz Technologies
INVZ
$137M
$93.7K ﹤0.01%
55,767
– –
BFLY icon
616
Butterfly Network
BFLY
$1.76B
$93.6K ﹤0.01%
+30,000
New +$78.1K
GUT
617
Gabelli Utility Trust
GUT
$580M
$91.5K ﹤0.01%
+18,187
New +$94.3K
USA icon
618
Liberty All-Star Equity Fund
USA
$1.75B
$90.3K ﹤0.01%
+13,000
New +$93.4K
LAZR
619
DELISTED
Luminar Technologies
LAZR
$89.7K ﹤0.01%
16,677
-2
-0% -$21
PMX
620
DELISTED
PIMCO Municipal Income Fund III
PMX
$85K ﹤0.01%
+11,552
New +$90.7K
TSI
621
TCW Strategic Income Fund
TSI
$212M
$84K ﹤0.01%
+17,466
New +$87.7K
HGLB
622
Highland Global Allocation Fund
HGLB
$175M
$83.1K ﹤0.01%
+12,201
New +$93.1K
FENG
623
Phoenix New Media
FENG
$16.8M
$83K ﹤0.01%
35,000
– –
IMMP
624
Immutep
IMMP
$59M
$82.5K ﹤0.01%
+38,000
New +$76.3K
ACRV icon
625
Acrivon Therapeutics
ACRV
$70.2M
$79.4K ﹤0.01%
13,187
– –
23 24
25
26 27

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 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.