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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
+11.53%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$14.2B
AUM Growth
+$2.62B
Cap. Flow
+$1.85B
Cap. Flow %
13.06%
Top 10 Hldgs %
32.74%
Holding
1,046
New
405
Increased
233
Reduced
157
Closed
205

Top Buys

Rank Stock Value
1
BRRR icon
Coinshares Bitcoin ETF
BRRR
+$548M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$381M
3
NFLX icon
Netflix
NFLX
+$241M
4
UNH icon
UnitedHealth
UNH
+$237M
5
META icon
Meta Platforms (Facebook)
META
+$228M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$106M
2
TSLA icon
Tesla
TSLA
+$96.4M
3
CRWD icon
CrowdStrike
CRWD
+$90.7M
4
RGTI icon
Rigetti Computing
RGTI
+$89.2M
5
HUM icon
Humana
HUM
+$74.7M

Sector Composition

Rank Sector Weight
1 Technology 16.51%
2 Financials 8.06%
3 Healthcare 7.56%
4 Consumer Discretionary 5.89%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRNA icon
176
Moderna
MRNA
$22.6B
$6.11M 0.04%
236,355
+223,356
+1,718% +$6.23M
AMT icon
177
American Tower
AMT
$76.7B
$5.95M 0.04%
+30,960
New +$6.45M
AMT icon
178
PUT
American Tower
AMT
$76.7B
$5.85M 0.04%
+30,400
New +$6.33M
PFE icon
179
PUT
Pfizer
PFE
$142B
$5.73M 0.04%
+225,000
New +$5.55M
BUR icon
180
Burford Capital
BUR
$876M
$5.59M 0.04%
+470,000
New +$6.28M
IAU icon
181
iShares Gold Trust
IAU
$62.8B
$5.56M 0.04%
+76,344
New +$4.98M
GLD icon
182
CALL
SPDR Gold Trust
GLD
$130B
$5.51M 0.04%
15,500
+2,500
+19% +$797K
ENPH icon
183
Enphase Energy
ENPH
$5.09B
$5.44M 0.04%
153,700
+128,148
+502% +$4.76M
VTI icon
184
Vanguard Total Stock Market ETF
VTI
$653B
$5.37M 0.04%
+16,366
New +$5.17M
PYPL icon
185
PayPal
PYPL
$49.2B
$5.25M 0.04%
78,249
+64,052
+451% +$4.51M
VAL icon
186
Valaris
VAL
$5.48B
$5.15M 0.04%
104,745
+12,403
+13% +$605K
LULU icon
187
lululemon athletica
LULU
$12.6B
$5.12M 0.04%
28,779
+10,314
+56% +$2.07M
QURE icon
188
uniQure
QURE
$2.73B
$5.07M 0.04%
+86,859
New +$1.58M
IVV icon
189
iShares Core S&P 500 ETF
IVV
$874B
$4.97M 0.04%
+7,432
New +$4.79M
ROKU icon
190
PUT
Roku
ROKU
$21B
$4.76M 0.03%
+47,500
New +$4.38M
AAL icon
191
American Airlines Group
AAL
$9.03B
$4.71M 0.03%
418,739
+157,321
+60% +$1.94M
ANET icon
192
Arista Networks
ANET
$222B
$4.65M 0.03%
31,893
+26,181
+458% +$3.37M
FUTU icon
193
Futu Holdings
FUTU
$13.8B
$4.64M 0.03%
26,667
+14,126
+113% +$2.35M
SLV icon
194
CALL
iShares Silver Trust
SLV
$27.8B
$4.64M 0.03%
109,400
+50,000
+84% +$1.8M
TMF icon
195
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.21B
$4.61M 0.03%
114,634
+93,051
+431% +$3.56M
TGT icon
196
Target
TGT
$61B
$4.55M 0.03%
50,726
+34,524
+213% +$3.4M
ASML icon
197
ASML
ASML
$690B
$4.52M 0.03%
4,673
+2,256
+93% +$1.77M
HSY icon
198
Hershey
HSY
$34.8B
$4.5M 0.03%
+24,076
New +$4.37M
HSY icon
199
PUT
Hershey
HSY
$34.8B
$4.49M 0.03%
+24,000
New +$4.36M
ROKU icon
200
Roku
ROKU
$21B
$4.44M 0.03%
44,328
+15,446
+53% +$1.42M
6 7
8
9 10

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Marex Group held 1,046 positions worth $14.2B, up 23% from $11.5B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Marex Group deployed $1.85B of net new capital in Q3 2025, opening 405 new positions and adding to 233 existing holdings. Its largest new stake was Coinshares Bitcoin ETF: 16,940,000 shares worth $548M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Intuit, an estimated $106M trimmed.

  • Marex Group's largest Q3 2025 buy was Coinshares Bitcoin ETF: 16,940,000 shares worth $548M.
  • Marex Group added most to iShares Bitcoin Trust in Q3 2025, an estimated $381M increase.
  • Marex Group's biggest Q3 2025 reduction was Intuit, cutting an estimated $106M.
  • Marex Group fully exited Humana in Q3 2025, selling an estimated $74.7M.
  • Marex Group's ten largest holdings make up 33% of its $14.2B portfolio in Q3 2025.
  • Marex Group opened 405 new positions and closed 205 in Q3 2025.
  • Marex Group's portfolio value rose 23% quarter-over-quarter to $14.2B.

Based on Marex Group's 13F filing for Q3 2025, filed 14 Nov 2025.