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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
TGTX icon
76
TG Therapeutics
TGTX
$8.48B
$8.28M 0.14%
275,000
– –
TME icon
77
Tencent Music
TME
$14.4B
$7.91M 0.13%
696,792
-13,314
-2% -$158K
MRK icon
78
Merck
MRK
$323B
$7.8M 0.13%
78,416
+65,711
+517% +$6.77M
BMY icon
79
Bristol-Myers Squibb
BMY
$126B
$7.71M 0.13%
136,373
+132,327
+3,271% +$7.39M
ABG icon
80
Asbury Automotive
ABG
$4.14B
$7.7M 0.13%
31,665
– –
BUR icon
81
Burford Capital
BUR
$909M
$7.66M 0.13%
601,100
+11,200
+2% +$150K
URA icon
82
Global X Uranium ETF
URA
$5.7B
$7.64M 0.13%
285,341
+213,563
+298% +$6.53M
VT icon
83
Vanguard Total World Stock ETF
VT
$76.3B
$7.63M 0.13%
+64,941
New +$7.8M
LMT icon
84
Lockheed Martin
LMT
$131B
$7.56M 0.13%
15,559
+3,205
+26% +$1.75M
BOXX icon
85
Alpha Architect 1-3 Month Box ETF
BOXX
$13B
$7.38M 0.13%
66,900
-84,454
-56% -$9.25M
LW icon
86
Lamb Weston
LW
$6.77B
$7.08M 0.12%
+106,000
New +$7.91M
MKL icon
87
Markel Group
MKL
$24.6B
$7.07M 0.12%
4,094
– –
BN icon
88
Brookfield
BN
$101B
$6.99M 0.12%
182,400
– –
IWM icon
89
iShares Russell 2000 ETF
IWM
$81.2B
$6.26M 0.11%
28,348
-65,716
-70% -$15M
LOW icon
90
Lowe's Companies
LOW
$113B
$6.2M 0.11%
25,133
– –
DIA icon
91
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.6B
$6.11M 0.1%
+14,368
New +$6.22M
TECK icon
92
Teck Resources
TECK
$29.3B
$6.09M 0.1%
150,321
– –
ASTS icon
93
AST SpaceMobile
ASTS
$17.7B
$5.91M 0.1%
280,100
+59,470
+27% +$1.45M
VTR icon
94
Ventas
VTR
$47.6B
$5.89M 0.1%
100,000
+49,000
+96% +$3.08M
NVR icon
95
NVR
NVR
$16.7B
$5.77M 0.1%
706
+9
+1% +$82K
CME icon
96
CME Group
CME
$91.8B
$5.33M 0.09%
22,957
-2,422
-10% -$557K
NBIS
97
Nebius Group N.V.
NBIS
$56.3B
$5.2M 0.09%
187,803
+111,279
+145% +$2.71M
FISV
98
Fiserv Inc
FISV
$26.6B
$5.04M 0.09%
24,514
-237
-1% -$48.4K
AAL icon
99
American Airlines Group
AAL
$8.97B
$4.88M 0.08%
279,716
-153,785
-35% -$2.21M
ZIMV
100
DELISTED
ZimVie
ZIMV
$4.73M 0.08%
339,046
– –
2 3
4
5 6

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Diamond Hill Capital Management
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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.