Marex Group plc
Annual return '25
+12.8%
SPY '25
+17.7%
Alpha
-4.9ptsvs SPY
Invested
$13.8B
Holdings
880
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 99.2% (304.6k → 2.6k shares)
12.3%
02
$AVGO
BROADCOM INC
Q1 2026: Sold 92.2% (936.0k → 72.7k shares)
7.9%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 8.0% (41.3k → 38.0k shares)
5.0%
04
$LITE
LUMENTUM HLDGS INC
Q1 2026: New position (463 shares)
4.4%
05
$UNH
UNITEDHEALTH GROUP INC
Q1 2026: Sold 99.8% (891.8k → 2.1k shares)
3.8%
06
$MSTR
STRATEGY INC
Q1 2026: Exited (was 3.76M shares)
3.1%
07
$LLY
ELI LILLY & CO
Q1 2026: Sold 85.6% (40.5k → 5.8k shares)
2.8%
08
$SNDK
SANDISK CORP
Q1 2026: New position (5.7k shares)
2.5%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.5% (10.64M → 54.5k shares)
2.4%
10
$BRRR
COINSHARES BITCOIN ETF
Q1 2026: Exited (was 16.94M shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:39 UTC.