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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 29 of 49  ·  963 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CYTK CYTOKINETICS INC Healthcare 8,002.0 $508K 0.00% NEW $63.54 +36.1%
562 CENCORA INC 1,501.0 $507K 0.00% NEW $337.75
563 ARGX ARGENX SE Healthcare 601.0 $505K 0.00% NEW $840.95 +11.7%
564 SWKS SKYWORKS SOLUTIONS INC Technology 7,939.0 $503K 0.00% +4K +97.0% $63.41 -1.3%
565 ODDITY TECH LTD 12,500.0 $502K 0.00% NEW $40.18
566 GIS GENERAL MLS INC Consumer Defensive 10,678.0 $497K 0.00% NEW $46.50 -19.2%
567 HNGE HINGE HEALTH INC Healthcare 10,651.0 $495K 0.00% NEW $46.45 +80.9%
568 MCK CALL MCKESSON CORP Healthcare 600.0 $492K 0.00% NEW $820.29 -4.1%
569 THC TENET HEALTHCARE CORP Healthcare 2,473.0 $491K 0.00% +473.0 +23.6% $198.72 +2.5%
570 DAL CALL DELTA AIR LINES INC DEL Industrials 7,000.0 $486K 0.00% NEW $69.40 +33.6%
571 RTX RTX CORPORATION Industrials 2,642.0 $485K 0.00% NEW $183.40 +8.6%
572 RPRX ROYALTY PHARMA PLC Healthcare 12,500.0 $483K 0.00% NEW $38.64 +49.5%
573 NOW SERVICENOW INC Technology 3,149.0 $482K 0.00% -50K -94.1% $153.19 -30.6%
574 MSC INCOME FUND INC 36,700.0 $482K 0.00% NEW $13.14
575 ALAB ASTERA LABS INC Technology 2,887.0 $480K 0.00% NEW $166.36 +144.3%
576 SBET SHARPLINK GAMING INC Financial Services 53,701.0 $480K 0.00% NEW $8.94 -40.6%
577 TXG 10X GENOMICS INC Healthcare 29,401.0 $480K 0.00% NEW $16.31 +139.2%
578 CECO CECO ENVIRONMENTAL CORP Industrials 8,000.0 $479K 0.00% -34K -81.0% $59.85 +37.3%
579 FEZ SPDR INDEX SHS FDS 7,405.0 $477K 0.00% +3K +66.4% $64.39 +7.1%
580 SKEENA RES LTD NEW 20,000.0 $475K 0.00% -86K -81.1% $23.73
Page 29 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%