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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 10 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,216.0 $653K 0.00% -513.0 -29.7% $536.95 -1.3%
182 BMA BANCO MACRO S A Financial Services 7,008.0 $649K 0.00% -9K -55.0% $92.59 -17.8%
183 SLB SLB LIMITED Energy 13,830.0 $643K 0.00% -37K -72.7% $46.49 +14.9%
184 RMBS RAMBUS INC DEL Technology 4,807.0 $638K 0.00% -827.0 -14.7% $132.74 -29.2%
185 PSKY PARAMOUNT SKYDANCE CORP Communication Services 64,281.0 $634K 0.00% -100K -60.9% $9.86 +4.9%
186 NTES NETEASE COM INC Technology 4,812.0 $617K 0.00% -4K -46.2% $128.14 -2.0%
187 SYPR SYPRIS SOLUTIONS INC Consumer Cyclical 252,489.0 $614K 0.00% -7K -2.8% $2.43 -21.8%
188 WELL CALL WELLTOWER INC Real Estate 2,700.0 $613K 0.00% -2K -40.0% $226.97 +4.4%
189 KOPN KOPIN CORP Technology 135,000.0 $605K 0.00% -72K -34.7% $4.48 +15.6%
190 CEE THE CENTRAL AND EASTERN EU I Financial Services 29,194.0 $600K 0.00% -3K -10.5% $20.55 +1.1%
191 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 18,000.0 $599K 0.00% -495K -96.5% $33.29 +10.1%
192 FEZ SPDR INDEX SHS FDS 8,710.0 $598K 0.00% -6K -40.1% $68.68 +3.9%
193 EYPT EYEPOINT INC Healthcare 41,300.0 $591K 0.00% -15K -26.7% $14.30 -62.2%
194 AEM AGNICO EAGLE MINES LTD Basic Materials 3,685.0 $572K 0.00% -26K -87.5% $155.13 +20.7%
195 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,478.0 $572K 0.00% -87.0 -5.6% $386.73 +2.6%
196 SCCO SOUTHERN COPPER CORP Basic Materials 3,263.0 $569K 0.00% -591.0 -15.3% $174.26 +7.0%
197 META PUT META PLATFORMS INC Communication Services 1,000.0 $563K 0.00% -182K -99.5% $563.29 -1.7%
198 FLR FLUOR CORP Industrials 10,600.0 $555K 0.00% -2K -14.6% $52.39 +2.7%
199 VZ VERIZON COMMUNICATIONS INC Communication Services 12,714.0 $538K 0.00% -2K -15.1% $42.34 +15.2%
200 MPWR MONOLITHIC PWR SYS INC Technology 384.0 $531K 0.00% -308.0 -44.5% $1382.36 -4.7%
Page 10 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%