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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
NOC icon
51
Northrop Grumman
NOC
$75.2B
$23.5M 0.4%
50,155
-49,945
-50% -$25.1M
MCD icon
52
McDonald's
MCD
$186B
$21.4M 0.37%
73,972
-51,701
-41% -$15.4M
JPM icon
53
JPMorgan Chase
JPM
$923B
$21.1M 0.36%
88,099
+45,179
+105% +$10.5M
DB icon
54
Deutsche Bank
DB
$65.1B
$20M 0.34%
1,175,650
-6,340
-0.5% -$109K
BRK.A icon
55
Berkshire Hathaway Class A
BRK.A
$1.05T
$19.7M 0.34%
29
-2
-6% -$1.39M
SNPS icon
56
Synopsys
SNPS
$71.6B
$19.4M 0.33%
40,006
-243
-0.6% -$127K
JNJ icon
57
Johnson & Johnson
JNJ
$622B
$18.7M 0.32%
129,507
+25,256
+24% +$3.91M
ELV icon
58
Elevance Health
ELV
$82.1B
$18.4M 0.31%
50,000
-2,215
-4% -$927K
KSPI icon
59
Kaspi.kz JSC
KSPI
$16.2B
$17.2M 0.29%
181,830
– –
AMAT icon
60
Applied Materials
AMAT
$443B
$17.2M 0.29%
105,499
-97,488
-48% -$17.7M
SHW icon
61
Sherwin-Williams
SHW
$76.3B
$17M 0.29%
50,000
-50,000
-50% -$18.7M
GLD icon
62
SPDR Gold Trust
GLD
$130B
$16.4M 0.28%
67,822
+11,314
+20% +$2.78M
SLV icon
63
iShares Silver Trust
SLV
$27.7B
$15.5M 0.26%
589,962
+528,664
+862% +$15.1M
HCA icon
64
HCA Healthcare
HCA
$82.8B
$15.2M 0.26%
50,660
+30,624
+153% +$10.7M
FBTC icon
65
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$13.8M 0.23%
168,900
+35,000
+26% +$2.54M
PHYS icon
66
Sprott Physical Gold
PHYS
$14.6B
$12.9M 0.22%
638,680
+618,530
+3,070% +$12.7M
VALE icon
67
Vale
VALE
$63.2B
$12.7M 0.22%
1,430,463
+1,269,270
+787% +$12.9M
BABA icon
68
Alibaba
BABA
$271B
$10.5M 0.18%
123,377
-7,592
-6% -$717K
ROP icon
69
Roper Technologies
ROP
$36.3B
$10.4M 0.18%
+20,000
New +$11M
META icon
70
Meta Platforms (Facebook)
META
$1.54T
$9.94M 0.17%
16,985
-3,034
-15% -$1.78M
ORCL icon
71
Oracle
ORCL
$345B
$9.84M 0.17%
59,063
+56,929
+2,668% +$10.1M
STLA icon
72
Stellantis
STLA
$16.5B
$9.6M 0.16%
735,741
+405,977
+123% +$5.39M
ETHA
73
iShares Ethereum Trust ETF
ETHA
$5.28B
$9M 0.15%
355,852
+288,352
+427% +$6.72M
PSLV icon
74
Sprott Physical Silver Trust
PSLV
$11.7B
$8.61M 0.15%
891,887
+829,312
+1,325% +$8.75M
TDG icon
75
TransDigm Group
TDG
$67.5B
$8.48M 0.14%
6,693
-27
-0.4% -$35.6K
1 2
3
4 5

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OAC
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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.