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Portfolio (Quarterly) Guide ↗

Marex Group Ltd

· CIK 0001997464
13F Portfolio $23.6B AUM 1,609 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 391 New 320 Added 320 Reduced 281 Exited
Page 14 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VTIP VANGUARD MALVERN FDS 11,412.0 $573K 0.00% +3K +41.3% $50.23 -1.1%
262 ESTC ELASTIC N V Technology 9,995.0 $570K 0.00% +2K +23.8% $57.02 +46.3%
263 DE DEERE & CO Industrials 894.0 $567K 0.00% +485.0 +118.6% $634.33 -5.4%
264 GIS GENERAL MILLS INC Consumer Defensive 16,201.0 $564K 0.00% +3K +26.9% $34.80 +9.1%
265 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 14,486.0 $561K 0.00% +10K +200.7% $38.73 +46.2%
266 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 25,260.0 $552K 0.00% +5K +25.9% $21.86 -9.6%
267 BUNGE GLOBAL SA 5,122.0 $547K 0.00% +3K +99.7% $106.73
268 DAL DELTA AIR LINES INC Industrials 5,794.0 $543K 0.00% +767.0 +15.3% $93.66 -6.5%
269 PINNACLE FINL PARTNERS INC 5,300.0 $535K 0.00% +2K +89.2% $100.88
270 EW EDWARDS LIFESCIENCES CORP Healthcare 5,738.0 $519K 0.00% +3K +85.4% $90.46 +0.4%
271 SABA SABA CAPITAL INCOME & OPPORT Financial Services 62,017.0 $518K 0.00% +11K +20.8% $8.35 -1.3%
272 BNTX BIONTECH SE Healthcare 5,511.0 $513K 0.00% +3K +95.9% $93.05 -1.6%
273 CTA SIMPLIFY EXCHANGE TRADED FUN 19,600.0 $508K 0.00% +7K +56.8% $25.94 +7.5%
274 MINT PIMCO ETF TR 5,000.0 $504K 0.00% +3K +150.0% $100.81 -0.1%
275 KSA ISHARES TR 13,500.0 $504K 0.00% +4K +35.0% $37.31 +1.9%
276 VTRS VIATRIS INC Healthcare 30,931.0 $491K 0.00% +5K +20.9% $15.88 +2.2%
277 OTIS OTIS WORLDWIDE CORP Industrials 6,845.0 $490K 0.00% +4K +119.8% $71.60 -1.5%
278 ADSK AUTODESK INC Technology 2,372.0 $461K 0.00% +1K +96.8% $194.42 +24.3%
279 RLJ LODGING TR 18,529.0 $454K 0.00% +6K +48.3% $24.52
280 LH LABCORP HOLDINGS INC Healthcare 1,600.0 $448K 0.00% +399.0 +33.2% $280.00 +15.5%
Page 14 of 16  ·  320 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.3%
Financial Services 14.6%
Healthcare 7.6%
Communication Services 5.6%
Consumer Cyclical 4.8%
Industrials 4.8%
Utilities 3.0%
Basic Materials 1.1%
Energy 0.8%
Real Estate 0.3%