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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
NVDA icon
1
NVIDIA
NVDA
$4.98T
$387M 6.59%
2,882,282
+1,155,090
+67% +$159M
TSLA icon
2
Tesla
TSLA
$1.41T
$364M 6.2%
901,998
+844,115
+1,458% +$272M
IBIT icon
3
iShares Bitcoin Trust
IBIT
$47.3B
$357M 6.08%
6,730,601
+691,381
+11% +$32.6M
MSTR icon
4
Strategy Inc
MSTR
$34.8B
$278M 4.74%
960,585
-583,242
-38% -$176M
AVGO icon
5
Broadcom
AVGO
$1.81T
$263M 4.47%
1,132,528
+430,752
+61% +$79.7M
SMCI icon
6
Super Micro Computer
SMCI
$15.5B
$243M 4.14%
7,965,750
+6,693,480
+526% +$243M
BRRR icon
7
Coinshares Bitcoin ETF
BRRR
$405M
$238M 4.06%
9,000,000
– –
BKNG icon
8
Booking.com
BKNG
$138B
$195M 3.32%
979,275
+50,825
+5% +$9.77M
SYK icon
9
Stryker
SYK
$122B
$192M 3.27%
533,233
+425,000
+393% +$157M
LLY icon
10
Eli Lilly
LLY
$1.05T
$173M 2.94%
223,735
+75,508
+51% +$62.5M
INTU icon
11
Intuit
INTU
$77.6B
$155M 2.63%
245,915
-99,414
-29% -$63.5M
HD icon
12
Home Depot
HD
$334B
$144M 2.45%
370,029
+166,777
+82% +$68.1M
AAPL icon
13
Apple
AAPL
$4.81T
$130M 2.21%
518,945
+436,191
+527% +$103M
NFLX icon
14
Netflix
NFLX
$284B
$97.7M 1.66%
1,095,620
+176,050
+19% +$14.5M
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.06T
$94.4M 1.61%
208,162
+101,529
+95% +$46.9M
CRWD icon
16
CrowdStrike
CRWD
$207B
$94.1M 1.6%
1,100,240
+93,904
+9% +$7.81M
AMD icon
17
Advanced Micro Devices
AMD
$841B
$93.9M 1.6%
777,672
+764,749
+5,918% +$110M
BA icon
18
Boeing
BA
$166B
$92.7M 1.58%
523,943
+445,611
+569% +$69.9M
UNH icon
19
UnitedHealth
UNH
$382B
$82.7M 1.41%
163,554
-94,567
-37% -$53.7M
AMZN icon
20
Amazon
AMZN
$2.69T
$69.3M 1.18%
315,967
+253,387
+405% +$51.8M
TMO icon
21
Thermo Fisher Scientific
TMO
$196B
$62.9M 1.07%
120,940
+916
+0.8% +$504K
MSFT icon
22
Microsoft
MSFT
$2.94T
$62.3M 1.06%
147,795
+22,713
+18% +$9.67M
HON icon
23
Honeywell
HON
$71.6B
$56.5M 0.96%
265,560
+183,439
+223% +$38.3M
HLT icon
24
Hilton Worldwide
HLT
$73.5B
$55.6M 0.95%
+225,008
New +$55.1M
LRCX icon
25
Lam Research
LRCX
$391B
$51.8M 0.88%
717,336
-285,344
-28% -$21.6M
1
2 3 4 5

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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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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.