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Livermore
Livermore
ZHEN

Marex Group plc

SEC CIK
0001997464
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Apr 2, 2026. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
677
+62 vs. Q3 2024
Portfolio value
$5.87B
+$1.49B (+33.9%) vs. Q3 2024
Filed
Apr 2, 2026
SEC
Holdings of Marex Group plc in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF17,000$425.9K<0.1%00.0%Unchanged–
IDXXIDEXX Laboratories IncCOM1,031$426.3K<0.1%+1,031NewHistory
MRVLMarvell Technology, Inc.COM3,860$426.3K<0.1%−92−2.3%ReducedHistory
GXOGXO Logistics, Inc.Stock10,000$435.0K<0.1%+10,000NewHistory
PAMPampa Energy Inc.SPONS ADR LVL I4,949$435.2K<0.1%−140−2.8%ReducedHistory
CBChubb LtdStock1,580$436.6K<0.1%00.0%UnchangedHistory
iShares Inc46434G822MSCI JAPAN ETF6,532$438.3K<0.1%+3,555+119.4%Added–
UUnity Software Inc.COM19,894$447.0K<0.1%−12,149−37.9%ReducedHistory
BIDUBaidu, Inc.ADR5,310$447.7K<0.1%−11,762−68.9%ReducedHistory
BSXBoston Scientific CorpStock5,061$452.0K<0.1%+1,559+44.5%AddedHistory
VZLAVizsla Silver Corp.COM NEW265,807$454.5K<0.1%+101,196+61.5%AddedHistory
NXPINXP Semiconductors N.V.COM2,200$457.3K<0.1%+2,200NewHistory
GGALGrupo Financiero Galicia SASPONSORED ADR7,371$459.4K<0.1%−5,324−41.9%ReducedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS8,510$460.5K<0.1%−5,831−40.7%ReducedHistory
BGBunge Global SACOM SHS5,933$461.4K<0.1%00.0%UnchangedHistory
NMCONuveen Municipal Credit Opportunities FundCOM43,569$462.3K<0.1%+43,569NewHistory
JNPRJuniper Networks IncCOM12,357$462.8K<0.1%+740+6.4%AddedHistory
PSFCohen & Steers Select Preferred & Income Fund, Inc.COM23,432$463.3K<0.1%+23,432NewHistory
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS34,360$467.0K<0.1%+34,360NewHistory
KGCKinross Gold CorpCOM50,770$470.6K<0.1%+23,386+85.4%AddedHistory
GUGGuggenheim Active Allocation FundCOMMON STOCK31,739$472.0K<0.1%+31,739NewHistory
IRMIron Mountain IncCOM4,498$472.8K<0.1%+920+25.7%AddedHistory
BWABorgwarner IncCOM14,942$475.0K<0.1%+611+4.3%AddedHistory
RIGTransocean Ltd.REGISTERED SHS126,889$475.8K<0.1%+32,616+34.6%AddedHistory
TRCTejon Ranch CoCOM29,934$476.0K<0.1%+29,934NewHistory
GRMNGarmin LtdSHS2,334$481.4K<0.1%+867+59.1%AddedHistory
IDEVoya Infrastructure, Industrials & Materials FundCOM47,541$482.5K<0.1%+47,541NewHistory
NHSNeuberger High Yield Strategies Fund Inc.COM64,710$484.7K<0.1%+64,710NewHistory
BNTXBioNTech SESPONSORED ADS4,254$484.7K<0.1%−922−17.8%ReducedHistory
MMDNYLI MacKay DefinedTerm Muni Opportunities FundCOM32,674$487.8K<0.1%+32,674NewHistory
UPSTUpstart Holdings, Inc.COM7,994$492.2K<0.1%−2,752−25.6%ReducedHistory
BBDBank BradescoSP ADR PFD NEW257,793$492.4K<0.1%+200,672+351.3%AddedHistory
BXBlackstone Inc.COM2,870$494.8K<0.1%+2,870NewHistory
BHKBlackRock Core Bond TrustSHS BEN INT47,368$495.5K<0.1%+47,368NewHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW25,690$499.4K<0.1%+11,958+87.1%AddedHistory
QRVOQorvo, Inc.Stock7,188$502.7K<0.1%+7,188NewHistory
CPRICapri Holdings LtdSHS23,973$504.9K<0.1%+3,085+14.8%AddedHistory
BIRKBirkenstock Holding plcCOM SHS9,000$509.9K<0.1%+9,000NewHistory
RIOTRiot Platforms, Inc.COM50,000$510.5K<0.1%−30,500−37.9%ReducedHistory
CORZCore Scientific, Inc.COM36,400$511.4K<0.1%−416−1.1%ReducedHistory
FEAM5E Advanced Materials, Inc.COMMON STOCK802,765$513.8K<0.1%−39,343−4.7%ReducedHistory
AMRAlpha Metallurgical Resources, Inc.COM2,591$518.5K<0.1%+2,591NewHistory
GMGeneral Motors CoCOM9,753$519.5K<0.1%−10,687−52.3%ReducedHistory
iShares Tr4642886613 7 YR TREAS BD4,539$524.5K<0.1%−10,113−69.0%Reduced–
iShares U.S. Treasury Bond ETF46429B267ETF22,953$527.5K<0.1%+22,953New–
BBAIBigBear.ai Holdings, Inc.COM119,400$531.3K<0.1%−700−0.6%ReducedHistory
PHKPIMCO High Income FundCOM SHS109,680$533.0K<0.1%+109,680NewHistory
ECHOEchoStar CORPCL A23,384$535.5K<0.1%00.0%UnchangedHistory
VLNValens Semiconductor Ltd.ORDINARY SHARES207,011$538.2K<0.1%+207,011NewHistory
CATCaterpillar IncStock1,504$545.6K<0.1%−914−37.8%ReducedHistory
IQIInvesco Quality Municipal Income TrustCOM56,172$553.9K<0.1%+56,172NewHistory
Vanguard S&P 500 Growth ETF921932505ETF1,543$564.8K<0.1%+1,543New–
IEIvanhoe Electric Inc.COM75,000$566.3K<0.1%00.0%UnchangedHistory
GENIGenius Sports LtdSHARES CL A66,000$570.9K<0.1%−5,000−7.0%ReducedHistory
ILMNIllumina, Inc.COM4,290$573.3K<0.1%−1,139−21.0%ReducedHistory
ONONOn Holding AGStock10,563$578.5K<0.1%−5,800−35.4%ReducedHistory
RQICohen & Steers Quality Income Realty Fund IncCEF47,491$581.3K<0.1%+47,491NewHistory
NEMNEWMONT CorpStock15,680$583.6K<0.1%−41,570−72.6%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,362$589.1K<0.1%+1,339+66.2%Added–
NADNuveen Quality Municipal Income FundCOM50,674$590.9K<0.1%+5,674+12.6%AddedHistory
ITRGIntegra Resources Corp.COM680,787$592.2K<0.1%+405,843+147.6%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF5,147$593.0K<0.1%+5,147New–
CMCSAComcast CorpStock15,892$596.4K<0.1%+15,892NewHistory
ESPREsperion Therapeutics, Inc.COM275,000$605.0K<0.1%00.0%UnchangedHistory
FFord Motor CoStock61,177$605.7K<0.1%−1,541−2.5%ReducedHistory
ONOn Semiconductor CorpStock9,621$606.6K<0.1%+3,392+54.5%AddedHistory
KSSKOHLS CorpStock43,572$611.8K<0.1%+8,466+24.1%AddedHistory
ESTCElastic N.V.ORD SHS6,184$612.7K<0.1%−6,082−49.6%ReducedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS52,500$615.3K<0.1%−7,674−12.8%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF8,154$617.2K<0.1%−211,200−96.3%Reduced–
IIMInvesco Value Municipal Income TrustCOM52,130$619.8K<0.1%+52,130NewHistory
BSTBlackRock Science & Technology TrustSHS17,033$622.7K<0.1%+17,033NewHistory
POETPoet Technologies Inc.COM NEW104,704$623.0K<0.1%+104,704NewHistory
TMDXTransMedics Group, Inc.COM10,000$623.5K<0.1%+4,000+66.7%AddedHistory
PAXSPIMCO Access Income FundSHS BENFIN INT41,712$636.1K<0.1%+41,712NewHistory
HLHecla Mining CoCOM131,324$644.8K<0.1%+120,943+1,165.0%AddedHistory
KMBKimberly Clark CorpStock4,943$647.7K<0.1%+4,943NewHistory
WOLFWolfspeed, Inc.Stock97,776$651.2K<0.1%+97,776NewHistory
EXPEExpedia Group, Inc.Stock3,500$652.2K<0.1%+3,500NewHistory
DDominion Energy, IncStock12,366$666.0K<0.1%+1,866+17.8%AddedHistory
SHAKShake Shack Inc.CL A5,137$666.8K<0.1%+5,137NewHistory
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM37,855$681.4K<0.1%+37,855NewHistory
AUAngloGold Ashanti PLCCOM SHS29,575$682.6K<0.1%−20,169−40.5%ReducedHistory
UNGUnited States Natural Gas Fund, LPETF40,711$684.4K<0.1%−5,739−12.4%ReducedHistory
DVNDevon Energy CorpStock20,921$684.7K<0.1%−1,330−6.0%ReducedHistory
GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt TrustCOM45,148$686.3K<0.1%+45,148NewHistory
VKQInvesco Municipal TrustCOM70,267$689.3K<0.1%+70,267NewHistory
DHIHorton D R IncCOM4,955$692.8K<0.1%+4,955NewHistory
KLACKLA CorpCOM NEW1,109$698.8K<0.1%−29,453−96.4%ReducedHistory
HPSJohn Hancock Preferred Income Fund IIICOM46,766$702.9K<0.1%+46,766NewHistory
ASTLAlgoma Steel Group Inc.COM72,167$705.8K<0.1%00.0%UnchangedHistory
XPEVXpeng Inc.ADS61,965$732.4K<0.1%+24,957+67.4%AddedHistory
MTCHMatch Group, Inc.COM22,715$743.0K<0.1%−2,079−8.4%ReducedHistory
BTZBlackRock Credit Allocation Income TrustCOM71,200$744.8K<0.1%+71,200NewHistory
iShares MSCI India ETF46429B598ETF14,155$745.1K<0.1%+1,597+12.7%Added–
Ea Series Trust02072L516ALPHA ARCHITECT8,700$761.6K<0.1%+1,050+13.7%Added–
NCDLNuveen Churchill Direct Lending Corp.COM SHS45,476$763.1K<0.1%+45,476NewHistory
WDIWestern Asset Diversified Income Fund (WDI)COM SHS BEN INT54,447$775.9K<0.1%+54,447NewHistory
NRKNuveen New York Amt-Free Quality Municipal Income FundCOM74,215$776.3K<0.1%+55,813+303.3%AddedHistory
RBLXRoblox CorpStock13,461$778.9K<0.1%−8,951−39.9%ReducedHistory

Sold out since Q3 2024 (179)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 179 by value last quarter.

Positions of Marex Group plc sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
CICigna GroupStock100,192$34.7M0.8%History
ORLYO Reilly Automotive IncStock20,123$23.2M0.5%History
CTLTCatalent, Inc.COM222,182$13.5M0.3%History
GLNGGolar LNG LtdSHS185,000$6.80M0.2%History
AMPAmeriprise Financial IncCOM12,000$5.64M0.1%History
MPWRMonolithic Power Systems, Inc.COM5,900$5.45M0.1%History
ITWIllinois Tool Works IncStock18,500$4.85M0.1%History
ETHEGrayscale Ethereum Staking ETFETF178,693$3.91M0.1%History
AVBAvalonbay Communities IncCOM17,326$3.90M0.1%History
ESEversource EnergyStock53,900$3.67M0.1%History
DOCNDigitalOcean Holdings, Inc.COM80,000$3.23M0.1%History
VMRKVivmark ResidentialSH BEN INT40,800$3.04M0.1%History
GTLSChart Industries IncCOM20,000$2.48M0.1%History
State Street SPDR S&P Biotech ETF78464A870ETF23,869$2.36M0.1%–
SLBSLB LimitedStock53,808$2.26M0.1%History
BYNDBeyond Meat, Inc.COM332,503$2.25M0.1%History
INVHInvitation Homes Inc.COM63,651$2.24M0.1%History
ESSEssex Property Trust, Inc.COM7,348$2.17M<0.1%History
DISWalt Disney CoStock21,362$2.05M<0.1%History
CZRCaesars Entertainment, Inc.COM46,499$1.94M<0.1%History
ALABAstera Labs, Inc.Stock32,460$1.70M<0.1%History
SBLKStar Bulk Carriers Corp.SHS PAR70,107$1.66M<0.1%History
DOLEDole plcORD SHS101,485$1.65M<0.1%History
CPTCamden Property TrustREIT13,000$1.61M<0.1%History
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF18,238$1.40M<0.1%–
WLFCWillis Lease Finance CorpCOM7,035$1.05M<0.1%History
Barrick Gold Corp067901108COM51,299$1.02M<0.1%–
SOFISoFi Technologies, Inc.Stock129,474$1.02M<0.1%History
ANFAbercrombie & Fitch CoCL A6,417$897.7K<0.1%History
JBIJanus International Group, Inc.COMMON STOCK87,282$882.4K<0.1%History
FYBRFrontier Communications Parent, Inc.COM23,500$835.0K<0.1%History
GEGeneral Electric CoStock4,324$815.4K<0.1%History
REIRing Energy, Inc.COM500,000$800.0K<0.1%History
PGRProgressive CorpStock2,900$735.9K<0.1%History
MPCMarathon Petroleum CorpStock4,439$723.2K<0.1%History
AREAlexandria Real Estate Equities, Inc.COM5,971$709.1K<0.1%History
HAFNHafnia LtdORD SHS97,862$700.7K<0.1%History
REXRRexford Industrial Realty, Inc.COM13,871$697.9K<0.1%History
Fitell CorpG35150104SHS40,981$664.7K<0.1%–
LUVSouthwest Airlines CoCOM21,520$637.6K<0.1%History
WPCW. P. Carey Inc.COM9,070$565.1K<0.1%History
RTXRTX CorpStock4,660$564.6K<0.1%History
SHNYBank of MontrealCAL LKD 4312,000$544.5K<0.1%History
TWLOTwilio IncCL A8,176$533.2K<0.1%History
SWKSSkyworks Solutions, Inc.Stock5,226$516.2K<0.1%History
AZNAstraZeneca PLCSPONSORED ADR6,000$467.5K<0.1%History
CSGPCostar Group, Inc.COM6,000$452.6K<0.1%History
DECKDeckers Outdoor CorpCOM2,832$451.6K<0.1%History
PANWPalo Alto Networks IncStock1,241$424.2K<0.1%History
LILi Auto Inc.SPONSORED ADS15,912$408.1K<0.1%History
DBXDropbox, Inc.CL A15,986$406.5K<0.1%History
SERVServe Robotics Inc.COM50,889$404.6K<0.1%History
NEENextera Energy IncStock4,750$401.5K<0.1%History
PCHPotlatchdeltic CorpCOM8,900$400.9K<0.1%History
TEAMAtlassian CorpCL A2,434$386.5K<0.1%History
SNSharkNinja, Inc.COM SHS3,500$380.5K<0.1%History
iShares Tr46434VBG4IBONDS DEC24 ETF14,000$352.9K<0.1%–
GPNGlobal Payments IncStock3,414$349.7K<0.1%History
Sprott FDS Tr85208P303URANIUM MINERS E7,600$348.7K<0.1%–
DPZDominos Pizza IncCOM810$348.4K<0.1%History
COLDAmericold Realty TrustCOM12,000$339.2K<0.1%History
ASAASA Gold & Precious Metals LtdSHS16,143$335.5K<0.1%History
TTWOTake Two Interactive Software IncCOM2,093$321.7K<0.1%History
STAGSTAG Industrial, Inc.COM8,000$312.7K<0.1%History
ECEcopetrol S.A.SPONSORED ADS35,000$312.6K<0.1%History
DBRGDigitalBridge Group, Inc.CL A NEW22,063$311.8K<0.1%History
CMBTCmb.tech NVSHS17,944$298.2K<0.1%History
iShares Inc464286400MSCI BRAZIL ETF10,000$294.9K<0.1%–
STNGScorpio Tankers Inc.SHS4,135$294.8K<0.1%History
HALHalliburton CoStock10,114$293.8K<0.1%History
CGCCanopy Growth CorpCOM NEW60,934$293.7K<0.1%History
BXSLBlackstone Secured Lending FundCOMMON STOCK9,911$290.3K<0.1%History
REGRegency Centers CorpCOM4,000$288.9K<0.1%History
WDCWestern Digital CorpCOM4,142$282.9K<0.1%History
MEDPMedpace Holdings, Inc.COM811$270.7K<0.1%History
KIM.PNKimco Realty CorpDP CV CL N 7.25%4,399$270.1K<0.1%History
WDAYWorkday, Inc.CL A1,088$265.9K<0.1%History
LVSLas Vegas Sands CorpCOM5,211$262.3K<0.1%History
CVLTCommvault Systems IncCOM1,700$261.5K<0.1%History
GEVGE Vernova Inc.Stock1,011$257.8K<0.1%History
GLPIGaming & Leisure Properties, Inc.COM5,000$257.3K<0.1%History
DEDeere & CoStock609$254.2K<0.1%History
GILDGilead Sciences, Inc.Stock2,988$250.5K<0.1%History
CHCTCommunity Healthcare Trust IncCOM13,800$250.5K<0.1%History
MRUSMerus N.V.COM5,000$249.8K<0.1%History
SVIXVS Trust-1X SHRT VIX FUT9,000$243.6K<0.1%History
iShares Inc464286822MSCI MEXICO ETF4,478$240.5K<0.1%–
LNTHLantheus Holdings, Inc.Stock2,171$238.3K<0.1%History
FICOFair Isaac CorpCOM121$235.2K<0.1%History
BLDQXO Insulation, LLCStock577$234.7K<0.1%History
HOLXHologic IncCOM2,842$231.5K<0.1%History
COFCapital One Financial CorpStock1,536$230.0K<0.1%History
CHKPCheck Point Software Technologies LtdORD1,183$228.1K<0.1%History
YUMYum Brands IncStock1,630$227.7K<0.1%History
ULTAUlta Beauty, Inc.Stock585$227.6K<0.1%History
LICNLichen International LtdCL A ORD SHS123,674$223.8K<0.1%History
FUTUFutu Holdings LtdSPON ADS CL A2,308$220.8K<0.1%History
HUBSHubSpot IncCOM414$220.1K<0.1%History
WMSAdvanced Drainage Systems, Inc.COM1,397$219.6K<0.1%History
JAZZJazz Pharmaceuticals plcSHS USD1,942$216.4K<0.1%History