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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 2 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLW CORNING INC Technology 115,774.0 $15.7M 0.10% NEW $135.97 +53.2%
22 EOSE EOS ENERGY ENTERPRISES INC Industrials 2,759,960.0 $13.7M 0.09% NEW $4.96 +64.7%
23 CRITICAL METALS CORP 1,526,568.0 $12.1M 0.08% NEW $7.94
24 HYG ISHARES TR 144,939.0 $11.5M 0.07% NEW $79.56 -0.1%
25 HUM PUT HUMANA INC Healthcare 55,000.0 $9.5M 0.06% NEW $173.39 +73.8%
26 CMCSA PUT COMCAST CORP NEW Communication Services 300,000.0 $8.6M 0.05% NEW $28.71 -13.8%
27 RCAT RED CAT HLDGS INC Technology 541,039.0 $7.1M 0.04% NEW $13.09 -25.6%
28 LUNR INTUITIVE MACHINES INC Industrials 357,285.0 $6.6M 0.04% NEW $18.56 +96.8%
29 DHR PUT DANAHER CORP DEL Healthcare 32,500.0 $6.2M 0.04% NEW $189.60 -13.2%
30 MTN VAIL RESORTS INC Consumer Cyclical 35,001.0 $4.5M 0.03% NEW $128.32 -5.4%
31 MTN PUT VAIL RESORTS INC Consumer Cyclical 35,000.0 $4.5M 0.03% NEW $128.32 -5.4%
32 FOUR PUT SHIFT4 PMTS INC Technology 100,000.0 $4.4M 0.03% NEW $43.73 -3.9%
33 XRP BITWISE XRP ETF Financial Services 286,021.0 $4.3M 0.03% NEW $15.03 +6.9%
34 FLOT ISHARES TR 83,592.0 $4.3M 0.03% NEW $50.95 +0.0%
35 EWJ PUT ISHARES INC 50,000.0 $4.2M 0.03% NEW $84.44 +7.9%
36 PL PLANET LABS PBC Industrials 144,129.0 $4.0M 0.03% NEW $27.95 +54.0%
37 NTR NUTRIEN LTD Basic Materials 48,989.0 $3.7M 0.02% NEW $75.46 -6.0%
38 DDOG CALL DATADOG INC Technology 30,000.0 $3.5M 0.02% NEW $118.05 +71.8%
39 BTG B2GOLD CORP Basic Materials 706,153.0 $3.2M 0.02% NEW $4.53 +8.2%
40 DNN DENISON MINES CORP Energy 870,544.0 $3.1M 0.02% NEW $3.53 -1.1%
Page 2 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%