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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
+5.61%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$704M
AUM Growth
–
Cap. Flow
+$717M
Cap. Flow %
101.84%
Top 10 Hldgs %
41.55%
Holding
266
New
265
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$41.4M
2
SPGI icon
S&P Global
SPGI
+$39.6M
3
APD icon
Air Products & Chemicals
APD
+$36.4M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$32.8M
5
DHR icon
Danaher
DHR
+$31.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 22.44%
2 Technology 14.95%
3 Communication Services 12.14%
4 Healthcare 12%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILD icon
151
Gilead Sciences
GILD
$162B
$605K 0.09%
+7,100
New +$562K
TWLO icon
152
Twilio
TWLO
$27.7B
$581K 0.08%
+11,869
New +$676K
PINS icon
153
Pinterest
PINS
$12.3B
$571K 0.08%
+23,533
New +$561K
WPM icon
154
Wheaton Precious Metals
WPM
$50.1B
$562K 0.08%
+14,369
New +$519K
BZUN
155
Baozun
BZUN
$141M
$561K 0.08%
+105,802
New +$506K
DE icon
156
Deere & Co
DE
$164B
$557K 0.08%
+1,300
New +$528K
U icon
157
Unity
U
$12.4B
$552K 0.08%
+19,303
New +$605K
OLED icon
158
Universal Display
OLED
$3.72B
$550K 0.08%
+5,092
New +$534K
LYFT icon
159
Lyft
LYFT
$5.3B
$549K 0.08%
+49,822
New +$601K
BMY icon
160
Bristol-Myers Squibb
BMY
$126B
$540K 0.08%
+7,507
New +$566K
KSS icon
161
Kohl's
KSS
$2.04B
$537K 0.08%
+21,262
New +$603K
EPD icon
162
Enterprise Products Partners
EPD
$83.9B
$533K 0.08%
+22,000
New +$542K
WB icon
163
Weibo
WB
$1.91B
$529K 0.08%
+27,654
New +$417K
TGT icon
164
Target
TGT
$61.1B
$524K 0.07%
+3,513
New +$551K
DOCU
165
DocuSign
DOCU
$8.98B
$521K 0.07%
+9,400
New +$458K
V icon
166
Visa
V
$667B
$499K 0.07%
+2,402
New +$484K
COIN icon
167
Coinbase
COIN
$42.9B
$495K 0.07%
+13,996
New +$737K
SONY icon
168
Sony
SONY
$121B
$491K 0.07%
+32,175
New +$481K
PTON icon
169
Peloton Interactive
PTON
$2.62B
$483K 0.07%
+60,773
New +$583K
SPG icon
170
Simon Property Group
SPG
$73.1B
$481K 0.07%
+4,100
New +$456K
IBM icon
171
IBM
IBM
$193B
$480K 0.07%
+3,400
New +$469K
SOFI icon
172
SoFi Technologies
SOFI
$21.3B
$478K 0.07%
+103,704
New +$514K
RL icon
173
Ralph Lauren
RL
$22.1B
$478K 0.07%
+4,522
New +$453K
PDD icon
174
Pinduoduo
PDD
$117B
$477K 0.07%
+5,852
New +$407K
DHI icon
175
D.R. Horton
DHI
$39.2B
$474K 0.07%
+5,321
New +$426K
5 6
7
8 9

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LCIP
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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 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for Marex Group, which disclosed 266 positions worth $704M. Its ten largest holdings account for 42% of the portfolio.

Its largest position is Tesla: 218,745 shares worth $26.7M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, followed by Technology and Communication Services.

  • Marex Group's largest Q4 2022 buy was Tesla: 218,745 shares worth $26.7M.
  • Marex Group's ten largest holdings make up 42% of its $704M portfolio in Q4 2022.
  • Marex Group disclosed 266 positions in Q4 2022, its first 13F filing on record.

Based on Marex Group's 13F filing for Q4 2022, filed 2 Apr 2026.