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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
ESS icon
726
Essex Property Trust
ESS
$18.8B
– –
-7,348
Closed -$2.17M
EWW icon
727
iShares MSCI Mexico ETF
EWW
$1.88B
– –
-4,478
Closed -$241K
EWZ icon
728
iShares MSCI Brazil ETF
EWZ
$9.16B
– –
-10,000
Closed -$295K
FCEL icon
729
FuelCell Energy
FCEL
$1.86B
– –
-696
Closed -$7.93K
FICO icon
730
Fair Isaac
FICO
$28B
– –
-121
Closed -$235K
FSCO
731
FS Credit Opportunities Corp
FSCO
$997M
– –
-15,584
Closed -$99K
GMEX
732
GMEX Robotics
GMEX
$1.23M
– –
-5
Closed -$665K
FUTU icon
733
Futu Holdings
FUTU
$13.9B
– –
-2,308
Closed -$221K
FYBR
734
DELISTED
Frontier Communications
FYBR
– –
-23,500
Closed -$835K
GAN
735
DELISTED
GAN Ltd
GAN
– –
-74,631
Closed -$132K
GE icon
736
GE Aerospace
GE
$362B
– –
-4,324
Closed -$815K
GILD icon
737
Gilead Sciences
GILD
$162B
– –
-2,988
Closed -$251K
GLNG icon
738
Golar LNG
GLNG
$5.07B
– –
-185,000
Closed -$6.8M
GLPI icon
739
Gaming and Leisure Properties
GLPI
$12.6B
– –
-5,000
Closed -$257K
XRN
740
Chiron Real Estate Inc
XRN
$541M
– –
-3,685
Closed -$183K
B
741
Barrick Mining
B
$62.3B
– –
-51,299
Closed -$1.02M
GOTU icon
742
Gaotu Techedu
GOTU
$382M
– –
-43,448
Closed -$170K
GPN icon
743
Global Payments
GPN
$21.3B
– –
-3,414
Closed -$350K
GROY icon
744
Gold Royalty Corp
GROY
$595M
– –
-116,690
Closed -$159K
GTLS
745
DELISTED
Chart Industries
GTLS
– –
-20,000
Closed -$2.48M
GWRE icon
746
Guidewire Software
GWRE
$10.9B
– –
-1,169
Closed -$214K
HAL icon
747
Halliburton
HAL
$27.3B
– –
-10,114
Closed -$294K
HOLO icon
748
MicroCloud Hologram
HOLO
$36.4M
– –
-23
Closed -$6.5K
HOLX
749
DELISTED
Hologic
HOLX
– –
-2,842
Closed -$232K
HRB icon
750
H&R Block
HRB
$5.06B
– –
-3,182
Closed -$202K
28 29
30
31 32

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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
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EH
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Edgewood Management
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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.