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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 45 of 56  ·  1,117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 GFS GLOBALFOUNDRIES INC Technology 3,477.0 $287K 0.00% -6K -64.6% $82.41 -39.4%
882 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 6,900.0 $286K 0.00% NEW $41.51 -25.3%
883 FSLR FIRST SOLAR INC Energy 1,202.0 $284K 0.00% -13K -91.3% $235.96 -6.8%
884 ES EVERSOURCE ENERGY Utilities 3,897.0 $282K 0.00% NEW $72.27 -0.1%
885 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 36,378.0 $282K 0.00% +8K +26.2% $7.74 +4.1%
886 J JACOBS SOLUTIONS INC Industrials 2,228.0 $281K 0.00% NEW $126.00 +13.4%
887 EOG EOG RES INC Energy 2,146.0 $278K 0.00% +98.0 +4.8% $129.73 +14.6%
888 F CALL FORD MTR CO Consumer Cyclical 20,000.0 $278K 0.00% NEW $13.90 +0.3%
889 UROY URANIUM RTY CORP Energy 100,000.0 $278K 0.00% -152K -60.4% $2.78 +45.3%
890 RNG RINGCENTRAL INC Technology 7,127.0 $278K 0.00% +2K +29.7% $38.98 +67.2%
891 PEGA PEGASYSTEMS INC Technology 9,260.0 $278K 0.00% NEW $29.97 +8.4%
892 CELC CELCUITY INC Healthcare 2,647.0 $277K 0.00% NEW $104.62 -10.9%
893 OGE OGE ENERGY CORP Utilities 5,689.0 $277K 0.00% NEW $48.66 -3.3%
894 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 4,823.0 $276K 0.00% NEW $57.22 +17.1%
895 KRMN KARMAN HLDGS INC Industrials 5,500.0 $275K 0.00% NEW $49.92 +19.1%
896 NE NOBLE CORP PLC Energy 7,310.0 $273K 0.00% $37.30 +21.3%
897 HWM HOWMET AEROSPACE INC Industrials 1,013.0 $272K 0.00% -242.0 -19.3% $268.86 +8.8%
898 PATH PUT UIPATH INC Technology 25,000.0 $272K 0.00% $10.87 +43.3%
899 VCIT VANGUARD SCOTTSDALE FDS 3,282.0 $271K 0.00% NEW $82.65 -1.9%
900 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 10,000.0 $267K 0.00% $26.67 +5.1%
Page 45 of 56  ·  1,117 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%