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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
+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
ZM icon
201
Zoom
ZM
$24.7B
$1.37M 0.02%
16,726
+685
+4% +$53.9K
FRO icon
202
Frontline
FRO
$8.65B
$1.36M 0.02%
96,017
+40,267
+72% +$754K
HFRO
203
Highland Opportunities and Income Fund
HFRO
$400M
$1.33M 0.02%
256,973
+246,860
+2,441% +$1.4M
MCHP icon
204
Microchip Technology
MCHP
$44.2B
$1.33M 0.02%
+23,193
New +$1.59M
MCK icon
205
McKesson
MCK
$96.5B
$1.3M 0.02%
2,280
-43,965
-95% -$24.6M
ATHM icon
206
Autohome
ATHM
$2.45B
$1.3M 0.02%
50,000
– –
BAC icon
207
Bank of America
BAC
$430B
$1.27M 0.02%
28,814
+21,935
+319% +$965K
DXC icon
208
DXC Technology
DXC
$1.5B
$1.26M 0.02%
63,151
– –
CPNG icon
209
Coupang
CPNG
$28.1B
$1.26M 0.02%
57,353
+3,584
+7% +$88K
C icon
210
Citigroup
C
$221B
$1.26M 0.02%
17,860
-11,340
-39% -$764K
RL icon
211
Ralph Lauren
RL
$22.1B
$1.24M 0.02%
5,371
+4,189
+354% +$893K
EPAM icon
212
EPAM Systems
EPAM
$4.5B
$1.24M 0.02%
+5,283
New +$1.18M
CNQ icon
213
Canadian Natural Resources
CNQ
$98B
$1.23M 0.02%
+40,000
New +$1.35M
ANET icon
214
Arista Networks
ANET
$222B
$1.22M 0.02%
11,070
+7,038
+175% +$724K
HYD icon
215
VanEck High Yield Muni ETF
HYD
$4.43B
$1.22M 0.02%
23,500
-1,300
-5% -$68K
OXLC
216
Oxford Lane Capital
OXLC
$844M
$1.21M 0.02%
+47,614
New +$1.25M
AEF
217
abrdn Emerging Markets Equity Income Fund
AEF
$359M
$1.2M 0.02%
230,893
-119,147
-34% -$646K
WFC icon
218
Wells Fargo
WFC
$261B
$1.18M 0.02%
16,868
+11,639
+223% +$795K
SEDG icon
219
SolarEdge
SEDG
$2.75B
$1.18M 0.02%
87,034
-23,993
-22% -$369K
TNA icon
220
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.35B
$1.18M 0.02%
28,182
+22,516
+397% +$1.07M
CCJ icon
221
Cameco
CCJ
$38.9B
$1.17M 0.02%
22,825
-9,420
-29% -$513K
RCL icon
222
Royal Caribbean
RCL
$76B
$1.17M 0.02%
5,054
-5,383
-52% -$1.19M
BIIB icon
223
Biogen
BIIB
$29.6B
$1.15M 0.02%
7,492
+3,625
+94% +$611K
PSTX
224
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
$1.13M 0.02%
118,161
– –
TQQQ icon
225
ProShares UltraPro QQQ
TQQQ
$32.2B
$1.13M 0.02%
28,528
+19,572
+219% +$771K
7 8
9
10 11

Similar funds

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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 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.