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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 46 of 56  ·  1,117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 TDG TRANSDIGM GROUP INC Industrials 200.0 $266K 0.00% -210.0 -51.2% $1332.04 -7.6%
902 UHAL U HAUL HOLDING COMPANY Industrials 4,054.0 $265K 0.00% NEW $65.44 +12.9%
903 NKTR NEKTAR THERAPEUTICS Healthcare 3,800.0 $265K 0.00% NEW $69.81 +2.5%
904 SNPS SYNOPSYS INC Technology 593.0 $265K 0.00% -559.0 -48.5% $446.07 -9.0%
905 WMB WILLIAMS COS INC Energy 3,556.0 $264K 0.00% NEW $74.34 +1.5%
906 EXPO EXPONENT INC Industrials 4,491.0 $264K 0.00% NEW $58.76 +17.1%
907 TTEK TETRA TECH INC NEW Industrials 9,100.0 $263K 0.00% +2K +20.9% $28.89 +24.9%
908 KINIKSA PHARMACEUTICALS INTL 4,102.0 $262K 0.00% NEW $63.95
909 XEL XCEL ENERGY INC Utilities 3,265.0 $262K 0.00% NEW $80.30 -0.0%
910 TRVI TREVI THERAPEUTICS INC Healthcare 14,000.0 $261K 0.00% NEW $18.65 +0.3%
911 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 22,005.0 $261K 0.00% NEW $11.84 +0.1%
912 VFC V F CORP Consumer Cyclical 15,600.0 $260K 0.00% +425.0 +2.8% $16.68 -13.0%
913 ILMN ILLUMINA INC Healthcare 1,472.0 $259K 0.00% -5K -77.9% $175.83 +8.0%
914 AGI ALAMOS GOLD INC Basic Materials 8,507.0 $258K 0.00% -115K -93.1% $30.34 +10.0%
915 DASH DOORDASH INC Communication Services 1,396.0 $258K 0.00% NEW $184.53 +19.1%
916 AA ALCOA CORP Basic Materials 4,935.0 $257K 0.00% -16K -76.2% $52.14 -4.5%
917 EWS ISHARES INC 8,657.0 $256K 0.00% NEW $29.61 +13.4%
918 ICLR ICON PUB LTD CO Healthcare 1,474.0 $256K 0.00% NEW $173.71 -2.0%
919 TXNM ENERGY INC 4,506.0 $256K 0.00% NEW $56.78
920 TNK TEEKAY TANKERS LTD Energy 3,944.0 $256K 0.00% NEW $64.87 +36.4%
Page 46 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%