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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
AGEN
676
Agenus
AGEN
$258M
– –
-13,000
Closed -$71.2K
AGNC icon
677
AGNC Investment
AGNC
$12.3B
– –
-10,566
Closed -$111K
ALUR.WS
678
DELISTED
Allurion Technologies Warrants
ALUR.WS
– –
-11,528
Closed -$463
AMP icon
679
Ameriprise Financial
AMP
$46.8B
– –
-12,000
Closed -$5.64M
AMPGW
680
DELISTED
Amplitech Group Warrants
AMPGW
– –
-10,737
Closed -$429
AMTX icon
681
Aemetis
AMTX
$130M
– –
-18,800
Closed -$43.2K
ANF icon
682
Abercrombie & Fitch
ANF
$4.04B
– –
-6,417
Closed -$898K
APLE icon
683
Apple Hospitality REIT
APLE
$3.92B
– –
-13,000
Closed -$193K
APLT
684
DELISTED
Applied Therapeutics
APLT
– –
-15,000
Closed -$128K
ARE icon
685
Alexandria Real Estate Equities
ARE
$8.73B
– –
-5,971
Closed -$709K
ASA
686
ASA Gold and Precious Metals
ASA
$950M
– –
-16,143
Closed -$335K
ASX icon
687
ASE Group
ASX
$86.6B
– –
-13,090
Closed -$128K
AVB icon
688
AvalonBay Communities
AVB
$27.1B
– –
-17,326
Closed -$3.9M
AVXL icon
689
Anavex Life Sciences
AVXL
$230M
– –
-10,000
Closed -$56.8K
AZN icon
690
AstraZeneca
AZN
$261B
– –
-3,000
Closed -$467K
BB icon
691
BlackBerry
BB
$5.06B
– –
-60,500
Closed -$159K
BLD
692
DELISTED
TopBuild
BLD
– –
-577
Closed -$235K
BQ
693
Boqii Holding Ltd
BQ
$6.49M
– –
-2,208
Closed -$8.87K
BXSL icon
694
Blackstone Secured Lending
BXSL
$5.38B
– –
-9,911
Closed -$290K
BYND icon
695
Beyond Meat
BYND
$289M
– –
-332,503
Closed -$2.25M
CAN
696
Canaan Creative
CAN
$190M
– –
-10,000
Closed -$10.1K
CCC
697
CCC Intelligent Solutions
CCC
$3.37B
– –
-15,000
Closed -$166K
CGC
698
Canopy Growth
CGC
$382M
– –
-60,934
Closed -$294K
CHCT
699
Community Healthcare Trust
CHCT
$529M
– –
-13,800
Closed -$250K
CHKP icon
700
Check Point Software Technologies
CHKP
$13.1B
– –
-1,183
Closed -$228K
26 27
28
29 30

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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 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.