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Portfolio (Quarterly) Guide ↗

Marex Group plc

· CIK 0001997464
13F Portfolio $15.9B AUM 1,565 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 572 New 219 Added 156 Reduced
Page 11 of 49  ·  963 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FS SPECIALTY LENDING FD 430,044.0 $6.1M 0.04% NEW $14.14
202 IAU ISHARES GOLD TR Financial Services 73,194.0 $5.9M 0.04% NEW $81.17 -4.5%
203 BLOCK INC 90,958.0 $5.9M 0.04% +85K +1377.8% $65.09
204 RIOT RIOT PLATFORMS INC Financial Services 465,247.0 $5.9M 0.04% -1.8M -79.3% $12.67 +74.5%
205 NVR NVR INC Consumer Cyclical 778.0 $5.7M 0.04% -60.0 -7.2% $7292.77 -7.4%
206 NTLA INTELLIA THERAPEUTICS INC Healthcare 623,601.0 $5.6M 0.04% NEW $8.99 +95.3%
207 PFE PUT PFIZER INC Healthcare 225,000.0 $5.6M 0.04% NEW $24.90 -2.3%
208 BUR BURFORD CAP LTD Financial Services 627,003.0 $5.6M 0.04% +24K +3.9% $8.92 -52.2%
209 VTI VANGUARD INDEX FDS 16,187.0 $5.4M 0.03% $335.27 +10.0%
210 PFE PFIZER INC Healthcare 215,582.0 $5.4M 0.03% +145K +205.0% $24.90 -2.3%
211 ROKU PUT ROKU INC Communication Services 47,500.0 $5.2M 0.03% NEW $108.49 +31.3%
212 HUBS HUBSPOT INC Technology 12,751.0 $5.1M 0.03% +12K +1396.6% $401.30 -52.1%
213 GDX VANECK ETF TRUST 59,440.0 $5.1M 0.03% +36K +155.3% $85.77 -8.6%
214 IVV ISHARES TR 7,432.0 $5.1M 0.03% +145.0 +2.0% $684.94 +9.2%
215 ANET ARISTA NETWORKS INC Technology 38,429.0 $5.0M 0.03% +31K +446.5% $131.03 +22.1%
216 VBIL VANGUARD INSTL INDEX FD 66,170.0 $5.0M 0.03% NEW $75.43 +0.1%
217 FALN ISHARES TR 182,742.0 $5.0M 0.03% +175K +2280.7% $27.30 -0.5%
218 BLSH BULLISH Technology 131,028.0 $5.0M 0.03% NEW $37.87 -32.5%
219 BIDU BAIDU INC Communication Services 37,649.0 $4.9M 0.03% +26K +212.8% $130.66 -13.3%
220 TMF DIREXION SHS ETF TR 131,475.0 $4.9M 0.03% +94K +250.6% $37.32 -6.8%
Page 11 of 49  ·  963 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 35.7%
Financial Services 28.0%
Consumer Cyclical 11.1%
Healthcare 10.1%
Communication Services 9.0%
Industrials 2.4%
Utilities 1.2%
Basic Materials 1.0%
Energy 0.6%
Real Estate 0.5%