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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
ALB icon
151
Albemarle
ALB
$13.8B
$2.34M 0.04%
27,195
+11,664
+75% +$1.16M
SE icon
152
Sea Limited
SE
$60.9B
$2.31M 0.04%
+21,795
New +$2.29M
NZF icon
153
Nuveen Municipal Credit Income Fund
NZF
$2.41B
$2.24M 0.04%
184,150
+136,250
+284% +$1.73M
GLDM icon
154
SPDR Gold MiniShares Trust
GLDM
$27.4B
$2.23M 0.04%
+42,942
New +$2.26M
PNRG icon
155
PrimeEnergy Resources
PNRG
$308M
$2.2M 0.04%
10,000
-10,099
-50% -$1.83M
VOO icon
156
Vanguard S&P 500 ETF
VOO
$967B
$2.13M 0.04%
3,958
+272
+7% +$147K
NVG icon
157
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.66B
$2.08M 0.04%
169,275
+153,108
+947% +$1.97M
PINS icon
158
Pinterest
PINS
$12.3B
$2.06M 0.04%
+71,186
New +$2.24M
JD icon
159
JD.com
JD
$40.6B
$2.04M 0.03%
58,865
-24,066
-29% -$931K
SPXL icon
160
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.57B
$2.03M 0.03%
12,042
+10,249
+572% +$1.78M
ARM icon
161
Arm
ARM
$302B
$1.98M 0.03%
16,068
-33,704
-68% -$4.75M
DG icon
162
Dollar General
DG
$25.4B
$1.97M 0.03%
26,031
+16,649
+177% +$1.31M
VTIP icon
163
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$1.97M 0.03%
40,656
– –
PM icon
164
Philip Morris
PM
$298B
$1.96M 0.03%
16,281
-69,338
-81% -$8.75M
NE icon
165
Noble Corp
NE
$6.88B
$1.93M 0.03%
61,473
-5,844
-9% -$193K
WSM icon
166
Williams-Sonoma
WSM
$25.7B
$1.92M 0.03%
10,376
-26,796
-72% -$4.25M
QUBT icon
167
Quantum Computing Inc
QUBT
$1.77B
$1.88M 0.03%
+113,447
New +$623K
UBS icon
168
UBS Group
UBS
$169B
$1.87M 0.03%
61,557
-9,499
-13% -$301K
VGT icon
169
Vanguard Information Technology ETF
VGT
$140B
$1.85M 0.03%
+23,784
New +$1.83M
ETSY icon
170
Etsy
ETSY
$7.68B
$1.81M 0.03%
34,285
-5,068
-13% -$270K
NIO icon
171
NIO
NIO
$11.6B
$1.76M 0.03%
404,423
+165,249
+69% +$841K
W icon
172
Wayfair
W
$10.9B
$1.74M 0.03%
39,255
+16,150
+70% +$762K
NOBL icon
173
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$1.74M 0.03%
+34,948
New +$1.84M
LOGI icon
174
Logitech
LOGI
$14.8B
$1.69M 0.03%
20,572
+12,296
+149% +$1.02M
COIN icon
175
Coinbase
COIN
$42.5B
$1.67M 0.03%
6,708
+5,127
+324% +$1.3M
5 6
7
8 9

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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.