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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
VTI icon
101
Vanguard Total Stock Market ETF
VTI
$654B
$4.69M 0.08%
16,183
+5,865
+57% +$1.71M
NVO
102
Novo Nordisk
NVO
$213B
$4.38M 0.07%
50,947
+44,947
+749% +$4.86M
IVV icon
103
iShares Core S&P 500 ETF
IVV
$875B
$4.31M 0.07%
+7,328
New +$4.34M
FXI icon
104
iShares China Large-Cap ETF
FXI
$4.29B
$4.26M 0.07%
139,855
-517,374
-79% -$16.3M
RACE icon
105
Ferrari
RACE
$63.2B
$4.13M 0.07%
9,711
+2,417
+33% +$1.09M
SHY icon
106
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$4.1M 0.07%
50,000
– –
PYPL icon
107
PayPal
PYPL
$49.4B
$4.03M 0.07%
47,271
-17,460
-27% -$1.47M
NKE icon
108
Nike
NKE
$60.8B
$4.03M 0.07%
53,317
+7,132
+15% +$560K
UBER icon
109
Uber
UBER
$140B
$3.89M 0.07%
64,414
-5,262
-8% -$376K
X
110
DELISTED
US Steel
X
$3.86M 0.07%
+113,649
New +$4.19M
VAL icon
111
Valaris
VAL
$5.48B
$3.74M 0.06%
84,530
+66,287
+363% +$3.19M
EMB icon
112
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$3.65M 0.06%
+41,000
New +$3.74M
MRNA icon
113
Moderna
MRNA
$22.6B
$3.61M 0.06%
86,900
+67,635
+351% +$3.23M
CCL icon
114
Carnival Corporation Ltd
CCL
$34.6B
$3.59M 0.06%
144,200
+7,663
+6% +$179K
SOXL icon
115
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$21.5B
$3.43M 0.06%
125,703
+107,420
+588% +$3.42M
CVE icon
116
Cenovus Energy
CVE
$55.4B
$3.37M 0.06%
222,649
+8,089
+4% +$130K
RUN icon
117
Sunrun
RUN
$2.48B
$3.37M 0.06%
364,330
-62,188
-15% -$772K
NU icon
118
Nu Holdings
NU
$68.5B
$3.24M 0.06%
312,782
+269,782
+627% +$3.59M
ADBE icon
119
Adobe
ADBE
$84.3B
$3.21M 0.05%
7,223
-94,676
-93% -$46.9M
TSM icon
120
TSMC
TSM
$2.16T
$3.17M 0.05%
16,039
-3,187
-17% -$617K
FSLR icon
121
First Solar
FSLR
$22.1B
$3.16M 0.05%
17,926
+16,314
+1,012% +$3.25M
INTC icon
122
Intel
INTC
$504B
$3.16M 0.05%
157,376
-22,265
-12% -$502K
QQQ icon
123
Invesco QQQ Trust
QQQ
$460B
$3.13M 0.05%
6,126
+2,156
+54% +$1.09M
PAGS icon
124
PagSeguro Digital
PAGS
$2.64B
$3.13M 0.05%
500,000
+393,947
+371% +$3.03M
TSLL icon
125
Direxion Daily TSLA Bull 2X ETF
TSLL
$2.55B
$3.03M 0.05%
+110,000
New +$2.18M
3 4
5
6 7

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LCIP
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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.