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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 17 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 10,833.0 $46K NEW $4.23 +75.4%
322 CANOPY GROWTH CORPORATION 46,373.0 $44K NEW $0.95
323 PUT CANOPY GROWTH CORPORATION 44,400.0 $42K NEW $0.95
324 GSM FERROGLOBE PLC Basic Materials 10,001.0 $41K NEW $4.12 -2.7%
325 GDHG GOLDEN HEAVEN GROUP HLDGS LT Consumer Cyclical 23,484.0 $41K NEW $1.74 +0.6%
326 SIDUS SPACE INC 14,882.0 $35K NEW $2.32
327 WTI W & T OFFSHORE INC Energy 10,000.0 $34K NEW $3.41 +30.5%
328 SEALSQ CORP 10,705.0 $28K NEW $2.62
329 FLNA FILANA THERAPEUTICS INC Healthcare 10,500.0 $18K NEW $1.69 -30.2%
330 KUSTOM ENTERTAINMENT INC 26,954.0 $16K NEW $0.58
331 GUTS FRACTYL HEALTH INC Healthcare 29,537.0 $14K NEW $0.46 +88.0%
332 ORBS EIGHTCO HOLDINGS INC Technology 10,300.0 $10K NEW $0.93 -4.5%
333 NFE NEW FORTRESS ENERGY INC Utilities 15,418.0 $9K NEW $0.59 +17.1%
334 ALEANNA INC 10,000.0 $8K NEW $0.81
335 IINN INSPIRA TECHNOLOGIES OXY BHN Healthcare 11,061.0 $5K NEW $0.45 -11.6%
336 GABELLI EQUITY TR INC 85,768.0 $600.0 NEW $0.01
337 NEUBERGER HIGH YIELD ST FD I 45,000.0 $450.0 NEW $0.01
338 BLACKROCK UTILS INFRASTRUCTU 22,624.0 $181.0 NEW $0.01
Page 17 of 17  ·  338 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%