Marex Group plc

CIK 0001997464 · Q1 2026

13F Equity AUM

$13.8B

-2.2% QoQ

Positions

882

+51 QoQ

AUM Rank

#531

Top 4%

Skill Alpha (FF)

-6.9%/yr^ns

No Clear Edge

Rank #7,751 · Top 94%

vs S&P +4.5%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 33.4%Top 10: 46.6%Top 20: 62.6%

NDQ12.3%

AVGO7.9%

MSFT5.0%

LITE4.3%

UNH3.9%

MIGA3.1%

LLY2.8%

SNDK2.5%

NVDA2.4%

BRRR2.3%

Others (872)53.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology39.6%

Financial Services33.4%

Healthcare9.0%

Consumer Cyclical5.9%

Communication Services3.5%

Consumer Defensive2.4%

Other6.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 882Median: 0.01%Avg: 0.11%

0–0.5%

843(23.3%)

0.5–1%

19(14.0%)

1–3%

14(26.1%)

3–5%

4(16.3%)

5%+

2(20.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 831Unique: 51vs 20 funds

11.3%Low

882

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

15.1%

BANK OF AMERICA CORP /DE/

15.7%

JPMORGAN CHASE & CO

14.8%

BlackRock, Inc.

17.7%

STATE STREET CORP

17.7%

GEODE CAPITAL MANAGEMENT, LLC

17.4%

VANGUARD CAPITAL MANAGEMENT LLC

17.1%

FMR LLC

19.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

17.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New294Increased319Decreased241Exited247

New Positions

LITE4.3%

+857K

SNDK2.5%

+554K

SPGI0.3%

+100K

KSPI0.3%

+548K

MAR0.2%

+80K

AAOI0.2%

+289K

USAR0.2%

+1.4M

EFR0.2%

+1.2M

GLW0.1%

+116K

EOSE0.1%

+2.8M

Increased

SMR0.7%

+7.2M(+378%)

ONDS0.3%

+4.6M(+1516%)

AVGO7.9%

+2.5M(+250%)

NDQ12.3%

+2.5M(+518%)

STLA0.2%

+2.2M(+94%)

NVTS0.3%

+1.6M(+60%)

CIFR0.1%

+1.3M(+1381%)

PLUN0.0%

+1.0M(+280%)

MSOS0.2%

+970K(+14%)

MSFT5.0%

+823K(+80%)

Decreased

IBIT2.1%

-6,841,098(-47%)

QUBT0.2%

-3,783,241(-46%)

QBTS0.1%

-3,599,466(-78%)

ACHR0.0%

-2,590,237(-92%)

NVDA2.4%

-2,257,188(-54%)

AAPL0.5%

-2,179,841(-90%)

MARA0.5%

-1,822,816(-18%)

CLSK0.2%

-1,612,893(-30%)

NFLX0.3%

-1,197,937(-76%)

TSLA2.2%

-1,133,087(-59%)

Exited

-39,502

-1,084,752

-474,798

-200,002

-398,209

-430,044

-12,751

-2,507,176

-121,280

-74,314

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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