Marex Group plc
SEC Form 13F institutional filer · CIK 0001997464
13F-HR · 240 reported holdings · 2026-03-31
Financial services group.
Reported long-US-equity value
$5.65B
Top-10 concentration
51.8%
Marex Group plc — $5.65B AUM allocation strategy
Marex Group plc files SEC Form 13F and reports $5.65B of long US equity value across 240 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 39.9%, followed by Financials 11.8% and Consumer Discretionary 7.5%.
The top 10 holdings account for 52% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Marex Group plc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$5.65B
total across 240 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
52% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PEP +671K sh · +$105M+$MRVL +487K sh · +$60.1M+$JPM +337K sh · +$95.7M
Biggest trims (shares)
−$NFLX −1.22M sh · −$113M−$SMCI −770K sh · −$37.1M−$NVDA −749K sh · −$158M
Exited to nil (held last quarter, gone now)
$FITB ($9.36M last qtr)$IWM ($6.4M last qtr)$WYNN ($3.06M last qtr)$XLP ($2M last qtr)$OXY ($1.84M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors14.1%—
- Communications Equipment10.7%—
- Technology Hardware, Storage & Peripherals6.2%—
- Investment Banking & Brokerage5.0%—
- Transaction & Payment Processing Services4.9%—
- Automobile Manufacturers4.3%—
- Application Software4.1%—
- Managed Health Care3.9%—
- Other holdings46.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LITE | Lumentum Holdings Inc | 857K | $602M | — | 10.7% |
| $AVGO | Broadcom Inc | 1.3M | $404M | +306K | 7.1% |
| $SNDK | Sandisk Corporation | 554K | $352M | — | 6.2% |
| $MA | Mastercard Incorporated | 552K | $276M | +60.7K | 4.9% |
| $NVDA | NVIDIA Corporation | 1.49M | $259M | -749K | 4.6% |
| $TSLA | Tesla Inc | 649K | $241M | -103K | 4.3% |
| $UNH | UnitedHealth Group Incorporated | 818K | $221M | -585K | 3.9% |
| $GS | Goldman Sachs Group Inc | 226K | $191M | +201K | 3.4% |
| $BKNG | Booking Holdings Inc | 44.2K | $186M | +9.14K | 3.3% |
…and 231 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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