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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
STNG icon
801
Scorpio Tankers
STNG
$3.95B
– –
-4,135
Closed -$295K
SVC
802
Service Properties Trust
SVC
$1.1B
– –
-2,600
Closed -$59.3K
SVIX icon
803
-1x Short VIX Futures ETF
SVIX
$179M
– –
-9,000
Closed -$244K
SWK icon
804
Stanley Black & Decker
SWK
$13.6B
– –
-1,881
Closed -$207K
SWKS icon
805
Skyworks Solutions
SWKS
$9.1B
– –
-5,226
Closed -$516K
TEAM icon
806
Atlassian
TEAM
$20.3B
– –
-2,434
Closed -$387K
TTWO icon
807
Take-Two Interactive
TTWO
$42.7B
– –
-2,093
Closed -$322K
TWLO icon
808
Twilio
TWLO
$28.1B
– –
-8,176
Closed -$533K
UGL icon
809
ProShares Ultra Gold
UGL
$648M
– –
-8,440
Closed -$202K
ULTA icon
810
Ulta Beauty
ULTA
$20.5B
– –
-585
Closed -$228K
URNM icon
811
Sprott Uranium Miners ETF
URNM
$1.84B
– –
-7,600
Closed -$349K
UROY
812
Uranium Royalty Corp
UROY
$454M
– –
-68,600
Closed -$168K
UUUU icon
813
Energy Fuels
UUUU
$3B
– –
-28,465
Closed -$156K
VCV icon
814
Invesco California Value Municipal Income Trust
VCV
$520M
– –
-10,715
Closed -$117K
VFS icon
815
VinFast Auto
VFS
$7.18B
– –
-22,300
Closed -$85.2K
WDAY icon
816
Workday
WDAY
$31.6B
– –
-1,088
Closed -$266K
WDC icon
817
Western Digital
WDC
$192B
– –
-5,480
Closed -$283K
WEAT icon
818
Teucrium Wheat Fund
WEAT
$319M
– –
-6,832
Closed -$179K
WLFC icon
819
Willis Lease Finance
WLFC
$1.61B
– –
-21,105
Closed -$1.05M
WMS icon
820
Advanced Drainage Systems
WMS
$10.8B
– –
-1,397
Closed -$220K
WPC icon
821
W.P. Carey
WPC
$16.7B
– –
-9,070
Closed -$565K
XBI icon
822
State Street SPDR S&P Biotech ETF
XBI
$10.2B
– –
-23,869
Closed -$2.36M
YUM icon
823
Yum! Brands
YUM
$40.6B
– –
-1,630
Closed -$228K
ZENV
824
DELISTED
Zenvia
ZENV
– –
-16,241
Closed -$25K
ZIM icon
825
ZIM Integrated Shipping Services
ZIM
$3.08B
– –
-8,201
Closed -$210K
31 32
33
34 35

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
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
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.