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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 15 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HAS HASBRO INC Consumer Cyclical 2,850.0 $235K 0.00% -26.0 -0.9% $82.59 +15.1%
282 LOGI LOGITECH INTL S A Technology 2,472.0 $232K 0.00% -15K -86.0% $94.04 +7.5%
283 MGNX MACROGENICS INC Healthcare 50,000.0 $231K 0.00% -50K -50.0% $4.62 -12.1%
284 EBAY EBAY INC. Consumer Cyclical 2,057.0 $230K 0.00% -1K -36.5% $111.75 -9.7%
285 ILF ISHARES TR 6,796.0 $229K 0.00% -4K -36.8% $33.75 -0.3%
286 FOUR SHIFT4 PMTS INC Technology 4,648.0 $226K 0.00% -99K -95.5% $48.64 -8.8%
287 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 2,000.0 $222K 0.00% -1K -39.2% $111.03 +4.0%
288 WEN WENDYS CO Consumer Cyclical 26,765.0 $222K 0.00% -14K -34.0% $8.29 +4.0%
289 MEDP MEDPACE HLDGS INC Healthcare 411.0 $218K 0.00% -431.0 -51.2% $529.59 +12.8%
290 INOD INNODATA INC Technology 2,835.0 $214K 0.00% -6K -68.4% $75.58 -14.9%
291 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 711.0 $214K 0.00% -1K -64.5% $301.03 -25.4%
292 LUV SOUTHWEST AIRLS CO Industrials 4,142.0 $213K 0.00% -7K -61.8% $51.42 -15.7%
293 ETSY INC 2,775.0 $209K 0.00% -22K -89.0% $75.33
294 RUN SUNRUN INC Energy 15,619.0 $209K 0.00% -7K -29.8% $13.38 -26.5%
295 MPC MARATHON PETE CORP Energy 817.0 $209K 0.00% -11K -92.8% $255.67 +40.1%
296 TVTX TRAVERE THERAPEUTICS INC Healthcare 3,664.0 $208K 0.00% -15K -79.9% $56.81 +11.8%
297 CC CHEMOURS CO Basic Materials 10,034.0 $206K 0.00% -2K -18.2% $20.52 -23.4%
298 FOXA FOX CORP Communication Services 3,941.0 $206K 0.00% -2K -29.9% $52.16 +32.6%
299 URBN URBAN OUTFITTERS INC Consumer Cyclical 2,868.0 $203K 0.00% -925.0 -24.4% $70.86 +8.2%
300 BDRY AMPLIFY COMMODITY TRUST Financial Services 16,362.0 $194K 0.00% -10K -38.2% $11.87 +17.9%
Page 15 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%