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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 54 of 56  ·  1,117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NCA NUVEEN CALIFORNIA MUNI VLU F Financial Services 11,793.0 $110K NEW $9.33 -2.0%
1062 TWG TOP WEALTH GROUP HLDG LTD Consumer Defensive 48,562.0 $107K -6K -11.3% $2.20 -48.6%
1063 DPRO DRAGANFLY INC. Industrials 19,039.0 $103K -2K -8.5% $5.42 -13.7%
1064 ECARX HOLDINGS INC 79,100.0 $102K NEW $1.29
1065 INFLEQTION INC 14,220.0 $98K $6.87
1066 SPT SPROUT SOCIAL INC Technology 12,707.0 $96K -15K -54.3% $7.55 +26.5%
1067 PANL PANGAEA LOGISTICS SOLUTION L Industrials 14,072.0 $91K NEW $6.50 +18.0%
1068 LENZ LENZ THERAPEUTICS INC Healthcare 16,000.0 $91K $5.68 -15.7%
1069 RPD RAPID7 INC Technology 10,683.0 $87K $8.10 +52.7%
1070 CALL AI FINL CORP 145,000.0 $85K NEW $0.59
1071 AEYE AUDIOEYE INC Technology 13,984.0 $81K $5.81 +42.2%
1072 FGL FOUNDER GROUP LTD Industrials 54,407.0 $76K NEW $1.40 -70.4%
1073 BBD BANCO BRADESCO S A Financial Services 20,119.0 $70K -21K -51.1% $3.47 -11.0%
1074 RIG TRANSOCEAN LTD Energy 13,842.0 $68K -128K -90.3% $4.89 +20.0%
1075 UVIX VS TRUST Financial Services 20,000.0 $62K NEW $3.09 +1403.6%
1076 SKIN SKINHEALTH SYSTEMS INC Consumer Defensive 86,700.0 $60K $0.69 -13.4%
1077 LITHIUM AMERS CORP NEW 14,315.0 $55K -293K -95.3% $3.85
1078 PHOENIX NEW MEDIA LTD 35,000.0 $54K $1.55
1079 MPT MEDICAL PROPERTIES TRUST INC Financial Services 10,741.0 $50K $4.62 -12.3%
1080 BTBT BIT DIGITAL INC Financial Services 27,299.0 $49K +2K +7.6% $1.80 -11.1%
Page 54 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%