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Portfolio (Quarterly) Guide ↗

Marex Group plc

· CIK 0001997464
13F Portfolio $15.8B AUM 1,464 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 338 New 341 Added 269 Reduced 294 Exited
Page 7 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 QCOM QUALCOMM INC Technology 27,015.0 $3.5M 0.02% +7K +35.2% $128.78 +61.9%
122 FIG FIGMA INC Technology 158,804.0 $3.4M 0.02% +64K +68.3% $21.14 +5.2%
123 U UNITY SOFTWARE INC Technology 152,217.0 $3.3M 0.02% +139K +1095.8% $21.94 +24.1%
124 EWY ISHARES INC 26,530.0 $3.3M 0.02% +21K +370.5% $123.01 +47.4%
125 MRNA MODERNA INC Healthcare 63,622.0 $3.2M 0.02% +35K +123.1% $50.80 -3.0%
126 ETHA CALL ISHARES ETHEREUM TR Financial Services 200,000.0 $3.2M 0.02% +130K +185.7% $15.83 +1.4%
127 PLUG PLUG PWR INC Industrials 1,390,968.0 $3.1M 0.02% +1.0M +280.0% $2.26 +57.1%
128 SNAP SNAP INC Communication Services 681,958.0 $3.1M 0.02% +642K +1619.9% $4.60 +19.1%
129 LPTH CALL LIGHTPATH TECHNOLOGIES INC Technology 307,100.0 $3.1M 0.02% +162K +111.1% $10.03 +11.2%
130 LMND LEMONADE INC Financial Services 48,426.0 $3.0M 0.02% +19K +63.7% $62.68 -16.8%
131 BUR BURFORD CAPITAL LIMITED Financial Services 662,793.0 $3.0M 0.02% +36K +5.7% $4.52 +2.4%
132 CCJ CAMECO CORP Energy 26,908.0 $2.9M 0.02% +14K +108.6% $108.61 -0.7%
133 VALE VALE S A Basic Materials 183,045.0 $2.9M 0.02% +16K +9.8% $15.91 +3.7%
134 SBLK STAR BULK CARRIERS CORP. Industrials 126,024.0 $2.9M 0.02% +74K +142.6% $22.97 +14.2%
135 CEG CONSTELLATION ENERGY CORP Utilities 10,069.0 $2.8M 0.02% +8K +462.2% $279.25 -5.2%
136 XLV SELECT SECTOR SPDR TR 19,009.0 $2.8M 0.02% +258.0 +1.4% $146.61 -1.5%
137 VGK VANGUARD INTL EQUITY INDEX F 33,200.0 $2.7M 0.02% +11K +52.3% $82.43 +5.2%
138 FSLR FIRST SOLAR INC Energy 13,807.0 $2.7M 0.02% +11K +383.4% $197.26 +17.8%
139 SLB SLB LIMITED Energy 50,618.0 $2.6M 0.02% +34K +210.2% $51.39 +7.5%
140 LPTH LIGHTPATH TECHNOLOGIES INC Technology 250,575.0 $2.5M 0.02% +119K +90.0% $10.03 +11.2%
Page 7 of 18  ·  341 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 41.9%
Financial Services 27.5%
Consumer Cyclical 8.5%
Healthcare 7.9%
Communication Services 3.5%
Utilities 2.7%
Consumer Defensive 2.4%
Industrials 2.3%
Basic Materials 1.6%
Energy 1.4%