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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
RSBA
126
Return Stacked Bonds & Merger Arbitrage ETF
RSBA
$49.3M
$3M 0.05%
+150,000
New +$3M
ROKU icon
127
Roku
ROKU
$21B
$2.96M 0.05%
39,856
+16,141
+68% +$1.22M
ACWI icon
128
iShares MSCI ACWI ETF
ACWI
$32.7B
$2.95M 0.05%
25,120
– –
INSW icon
129
International Seaways
INSW
$4.52B
$2.94M 0.05%
81,810
-5,690
-7% -$242K
DAR icon
130
Darling Ingredients
DAR
$10.1B
$2.87M 0.05%
85,224
+65,786
+338% +$2.49M
AWK icon
131
American Water Works
AWK
$26.2B
$2.86M 0.05%
+23,000
New +$3.1M
SHOP icon
132
Shopify
SHOP
$145B
$2.86M 0.05%
26,877
+1,890
+8% +$184K
ASAN icon
133
Asana
ASAN
$1.51B
$2.84M 0.05%
140,000
-178,380
-56% -$2.82M
ARQ icon
134
Arq
ARQ
$87.6M
$2.8M 0.05%
370,268
-57,007
-13% -$375K
DMA
135
Destra Multi-Alternative Fund
DMA
$69.1M
$2.8M 0.05%
330,798
+9,007
+3% +$79.1K
BEKE icon
136
KE Holdings
BEKE
$17.8B
$2.78M 0.05%
151,000
+1,000
+0.7% +$20.6K
PFE icon
137
Pfizer
PFE
$143B
$2.77M 0.05%
104,332
+8,496
+9% +$230K
HOOD icon
138
Robinhood
HOOD
$91.2B
$2.76M 0.05%
73,941
+19,711
+36% +$636K
ENPH icon
139
Enphase Energy
ENPH
$5.13B
$2.73M 0.05%
39,682
+27,809
+234% +$2.21M
THC icon
140
Tenet Healthcare
THC
$17.1B
$2.71M 0.05%
21,500
+17,343
+417% +$2.58M
WMB icon
141
Williams Companies
WMB
$92B
$2.71M 0.05%
50,000
-130,000
-72% -$7.01M
AUPH icon
142
Aurinia Pharmaceuticals
AUPH
$1.96B
$2.6M 0.04%
290,000
-200,000
-41% -$1.63M
CRDO icon
143
Credo Technology Group
CRDO
$44.1B
$2.58M 0.04%
+38,320
New +$1.9M
KOLD icon
144
ProShares UltraShort Bloomberg Natural Gas
KOLD
$108M
$2.56M 0.04%
60,000
+15,000
+33% +$975K
TMF icon
145
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.22B
$2.52M 0.04%
63,003
+57,738
+1,097% +$2.75M
UPS icon
146
United Parcel Service
UPS
$97B
$2.5M 0.04%
19,803
+13,372
+208% +$1.76M
PDI icon
147
PIMCO Dynamic Income Fund
PDI
$7.42B
$2.5M 0.04%
+136,137
New +$2.64M
NCLH icon
148
Norwegian Cruise Line
NCLH
$8.59B
$2.44M 0.04%
+95,000
New +$2.4M
T icon
149
AT&T
T
$160B
$2.44M 0.04%
107,279
+81,602
+318% +$1.84M
EL icon
150
Estee Lauder
EL
$28.9B
$2.37M 0.04%
31,617
+14,031
+80% +$1.11M
4 5
6
7 8

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OAC
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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.