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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
-3.66%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$5.22B
AUM Growth
-$652M
Cap. Flow
-$274M
Cap. Flow %
-5.26%
Top 10 Hldgs %
41.14%
Holding
893
New
216
Increased
212
Reduced
176
Closed
209

Top Buys

Rank Stock Value
1
MSTR icon
Strategy Inc
MSTR
+$227M
2
MA icon
Mastercard
MA
+$147M
3
UNH icon
UnitedHealth
UNH
+$86.2M
4
KLAC icon
KLA
KLAC
+$84.7M
5
LOW icon
Lowe's Companies
LOW
+$73.4M

Top Sells

Rank Stock Value
1
SMCI icon
Super Micro Computer
SMCI
+$264M
2
AVGO icon
Broadcom
AVGO
+$111M
3
NVDA icon
NVIDIA
NVDA
+$103M
4
AAPL icon
Apple
AAPL
+$101M
5
HD icon
Home Depot
HD
+$97.4M

Sector Composition

Rank Sector Weight
1 Technology 31.39%
2 Healthcare 14.48%
3 Consumer Discretionary 14.01%
4 Financials 11.62%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSTR icon
1
Strategy Inc
MSTR
$35.4B
$483M 9.26%
1,676,798
+716,213
+75% +$227M
IBIT icon
2
iShares Bitcoin Trust
IBIT
$47.7B
$306M 5.86%
6,534,586
-196,015
-3% -$10.4M
NVDA icon
3
NVIDIA
NVDA
$4.99T
$224M 4.3%
2,068,245
-814,037
-28% -$103M
BRRR icon
4
Coinshares Bitcoin ETF
BRRR
$409M
$210M 4.02%
9,000,000
– –
UNH icon
5
UnitedHealth
UNH
$382B
$174M 3.33%
332,183
+168,629
+103% +$86.2M
TSLA icon
6
Tesla
TSLA
$1.4T
$168M 3.22%
648,235
-253,763
-28% -$84.6M
LLY icon
7
Eli Lilly
LLY
$1.05T
$166M 3.18%
201,101
-22,634
-10% -$18.8M
MA icon
8
Mastercard
MA
$484B
$148M 2.84%
270,106
+269,698
+66,102% +$147M
BKNG icon
9
Booking.com
BKNG
$139B
$147M 2.81%
795,300
-183,975
-19% -$35.2M
SYK icon
10
Stryker
SYK
$123B
$121M 2.32%
325,735
-207,498
-39% -$79M
CRWD icon
11
CrowdStrike
CRWD
$207B
$114M 2.18%
1,291,208
+190,968
+17% +$18.2M
NFLX icon
12
Netflix
NFLX
$286B
$108M 2.06%
1,154,590
+58,970
+5% +$5.61M
INTU icon
13
Intuit
INTU
$79.1B
$108M 2.06%
175,307
-70,608
-29% -$42.4M
AVGO icon
14
Broadcom
AVGO
$1.81T
$102M 1.95%
607,424
-525,104
-46% -$111M
MCD icon
15
McDonald's
MCD
$191B
$93.2M 1.79%
298,455
+224,483
+303% +$67.1M
TRV icon
16
Travelers Companies
TRV
$78.5B
$92.6M 1.77%
350,000
+200,000
+133% +$49.8M
MSFT icon
17
Microsoft
MSFT
$2.95T
$92.3M 1.77%
245,979
+98,184
+66% +$40M
BA icon
18
Boeing
BA
$165B
$89.5M 1.72%
524,817
+874
+0.2% +$151K
KLAC icon
19
KLA
KLAC
$276B
$80.7M 1.55%
1,187,120
+1,176,030
+10,604% +$84.7M
LOW icon
20
Lowe's Companies
LOW
$115B
$75.4M 1.44%
323,296
+298,163
+1,186% +$73.4M
LRCX icon
21
Lam Research
LRCX
$388B
$69.6M 1.33%
956,821
+239,485
+33% +$18.9M
NOC icon
22
Northrop Grumman
NOC
$75.2B
$62M 1.19%
121,102
+70,947
+141% +$33.9M
TMO icon
23
Thermo Fisher Scientific
TMO
$196B
$60.6M 1.16%
121,854
+914
+0.8% +$495K
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.06T
$60.5M 1.16%
113,581
-94,581
-45% -$46M
AMGN icon
25
Amgen
AMGN
$197B
$56.4M 1.08%
180,899
+177,777
+5,694% +$52.5M
1
2 3 4 5

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CLGM
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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
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NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Marex Group's Q1 2025 Portfolio in Review

As of Q1 2025, Marex Group held 893 positions worth $5.22B, down 11% from $5.87B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Marex Group withdrew a net $274M in Q1 2025, closing 209 positions and reducing 176 holdings. Its most notable exit was Honeywell, an estimated $56.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 36% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Marex Group opened a new position in IonQ worth $23.3M.

  • Marex Group's largest Q1 2025 buy was IonQ: 1,054,195 shares worth $23.3M.
  • Marex Group added most to Strategy Inc in Q1 2025, an estimated $227M increase.
  • Marex Group's biggest Q1 2025 reduction was Super Micro Computer, cutting an estimated $264M.
  • Marex Group fully exited Honeywell in Q1 2025, selling an estimated $56.5M.
  • Marex Group's ten largest holdings make up 41% of its $5.22B portfolio in Q1 2025.
  • Marex Group opened 216 new positions and closed 209 in Q1 2025.
  • Marex Group's portfolio value fell 11% quarter-over-quarter to $5.22B.

Based on Marex Group's 13F filing for Q1 2025, filed 2 Apr 2026.