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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
NBIX icon
776
Neurocrine Biosciences
NBIX
$17.5B
– –
-1,764
Closed -$203K
NEE icon
777
NextEra Energy
NEE
$187B
– –
-4,750
Closed -$402K
OCSL icon
778
Oaktree Specialty Lending
OCSL
$1.02B
– –
-10,000
Closed -$163K
OPI
779
DELISTED
Office Properties Income Trust
OPI
– –
-65,608
Closed -$143K
ORLA
780
Orla Mining
ORLA
$3.48B
– –
-13,995
Closed -$56K
ORLY icon
781
O'Reilly Automotive
ORLY
$71.4B
– –
-301,845
Closed -$23.2M
PANW icon
782
Palo Alto Networks
PANW
$265B
– –
-2,482
Closed -$424K
PBI icon
783
Pitney Bowes
PBI
$2.42B
– –
-24,165
Closed -$172K
PCH
784
DELISTED
PotlatchDeltic
PCH
– –
-8,900
Closed -$401K
PGP
785
PIMCO Global StockPLUS & Income Fund
PGP
$96.8M
– –
-15,000
Closed -$126K
PGR icon
786
Progressive
PGR
$120B
– –
-2,900
Closed -$736K
PPTA
787
Perpetua Resources
PPTA
$2.23B
– –
-20,015
Closed -$187K
PRZO icon
788
ParaZero Technologies
PRZO
$13.1M
– –
-20,500
Closed -$12.7K
REG icon
789
Regency Centers
REG
$14.9B
– –
-4,000
Closed -$289K
REI icon
790
Ring Energy
REI
$333M
– –
-500,000
Closed -$800K
REXR icon
791
Rexford Industrial Realty
REXR
$8.12B
– –
-13,871
Closed -$698K
RTX icon
792
RTX Corp
RTX
$282B
– –
-4,660
Closed -$565K
SBLK icon
793
Star Bulk Carriers
SBLK
$3.03B
– –
-70,107
Closed -$1.66M
SHNY icon
794
MicroSectors Gold 3x Leveraged ETN
SHNY
$7.94M
– –
-120,000
Closed -$544K
SLB icon
795
SLB Ltd
SLB
$70.6B
– –
-53,808
Closed -$2.26M
SN icon
796
SharkNinja
SN
$20.6B
– –
-3,500
Closed -$380K
SOFI icon
797
SoFi Technologies
SOFI
$21.4B
– –
-129,474
Closed -$1.02M
SQQQ icon
798
ProShares UltraPro Short QQQ
SQQQ
$2.14B
– –
-856
Closed -$158K
SRG
799
Seritage Growth Properties
SRG
$130M
– –
-17,700
Closed -$82.3K
STAG icon
800
STAG Industrial
STAG
$7.74B
– –
-8,000
Closed -$313K
30 31
32
33 34

Similar funds

CLGM
Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
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.