Marex Group Plc Portfolio Stock Holdings

Marex Group Plc disclosed 882 stock positions valued at approximately $8.7 billion in its latest SEC 13F filing. The largest holdings include LUMENTUM HLDGS INC, STRATEGY INC, and BROADCOM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
882
Portfolio Value
$8.7B
Holdings by Sector
Marex Group Plc Portfolio Holdings in Q1 2026

774 holdings in the latest reporting period.

Page 1 of 8
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
LUMENTUM HLDGS INCLITETechnology5.93%732,171+722,509+7477.84%$514,540,492
STRATEGY INCMSTRTechnology4.91%3,411,673+477,341+16.27%$425,776,790
BROADCOM INCAVGOTechnology4.65%1,304,196+1,100,935+541.64%$403,661,704
SANDISK CORPSNDKOther4.06%554,438+554,438+100.00%$352,256,639
COINSHARES BITCOIN ETFBRRROther3.74%16,940,000--$324,062,200
NVIDIA CORPORATIONNVDATechnology2.99%1,486,135-749,188-33.52%$259,181,944
TESLA INCTSLAConsumer Cyclical2.78%648,776-102,787-13.68%$241,182,479
UNITEDHEALTH GROUP INCUNHHealthcare2.55%817,599+605,323+285.16%$221,234,113
AST SPACEMOBILE INCASTSTechnology2.52%2,640,662-251,991-8.71%$218,831,660
ISHARES BITCOIN TRUST ETFIBITOther2.39%5,393,672-2,255,098-29.48%$207,224,878
INVESCO QQQ TRQQQOther2.26%339,289+237,767+234.20%$195,830,825
BOOKING HOLDINGS INCBKNGConsumer Cyclical2.15%44,229+9,138+26.04%$186,218,243
MICROSOFT CORPMSFTTechnology1.81%424,687+262,279+161.49%$157,206,387
ELI LILLY & COLLYHealthcare1.54%145,674+131,003+892.94%$133,986,575
MARVELL TECHNOLOGY INCMRVLTechnology1.52%1,330,415+487,230+57.78%$131,777,606
ISHARES TRSGOVOther1.40%1,208,994+734,309+154.69%$121,697,336
APPLIED MATLS INCAMATTechnology1.38%350,010+196,460+127.95%$119,629,918
IONQ INCIONQTechnology1.33%4,005,912-77,541-1.90%$115,490,443
REDDIT INCRDDTCommunication Services1.21%779,189+176,401+29.26%$104,917,799
JPMORGAN CHASE & COJPMFinancial Services1.18%347,684+322,699+1291.57%$102,274,725
NUSCALE PWR CORPSMRIndustrials1.14%9,098,178+7,196,478+378.42%$98,624,250
ROBINHOOD MKTS INCHOODFinancial Services1.07%1,342,709-161,870-10.76%$93,049,734
GE VERNOVA INCGEVUtilities1.05%104,574+103,268+7907.20%$91,282,645
INTUITINTUTechnology0.94%189,261+178,940+1733.75%$81,832,671
ORACLE CORPORCLTechnology0.93%549,887-106,899-16.28%$80,893,877
APPLIED DIGITAL CORPAPLDTechnology0.93%3,385,062-519,697-13.31%$80,361,373
VANGUARD INDEX FDSVOOOther0.86%125,442+45,091+56.12%$74,957,867
KLA CORPKLACTechnology0.86%50,852+30,558+150.58%$74,874,994
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.86%75,075+72,288+2593.76%$74,806,983
NEBIUS GROUP N.V.NBISOther0.85%713,063-267,462-27.28%$73,987,417
MARA HOLDINGS INCMARAFinancial Services0.78%8,314,897-1,822,816-17.98%$67,849,560
CIRCLE INTERNET GROUP INCCRCLOther0.74%669,455+122,443+22.38%$63,872,702
VERTIV HOLDINGS COVRTIndustrials0.69%237,221-146,935-38.25%$59,442,839
APOLLO GLOBAL MGMT INCAPOFinancial Services0.62%479,091+335,842+234.45%$53,380,320
SUPER MICRO COMPUTER INCSMCIOther0.59%2,244,618-770,035-25.54%$51,109,952
PALANTIR TECHNOLOGIES INCPLTRTechnology0.54%322,739+262,461+435.42%$47,210,261
ONDAS INCONDSTechnology0.51%4,922,711+4,618,094+1516.03%$44,501,307
S&P GLOBAL INCSPGIFinancial Services0.49%100,434+49,787+98.30%$42,718,598
KASPI KZ JSCKSPITechnology0.47%548,294+417,991+320.78%$40,612,137
PDD HOLDINGS INCPDDConsumer Cyclical0.46%394,289+194,662+97.51%$40,288,450
ISHARES TRTLTOther0.46%457,375-199,333-30.35%$39,649,839
NAVITAS SEMICONDUCTOR CORPNVTSTechnology0.43%4,284,643+1,609,530+60.17%$37,576,319
TEMPUS AI INCTEMHealthcare0.43%821,327+141,504+20.81%$37,140,407
ALPHABET INCGOOGLCommunication Services0.43%128,791+80,625+167.39%$37,035,140
SPDR SERIES TRUSTBILOther0.41%389,030+104,596+36.77%$35,650,709
META PLATFORMS INCMETACommunication Services0.40%61,203-475,001-88.59%$35,016,073
SPDR GOLD TRGLDOther0.40%80,393+70,231+691.11%$34,592,304
DELL TECHNOLOGIES INCDELLTechnology0.39%207,765+205,681+9869.53%$34,100,469
NETFLIX INC.NFLXCommunication Services0.39%353,543-1,218,937-77.52%$33,993,159
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.37%95,700+54,147+130.31%$32,341,815
CLEANSPARK INCCLSKFinancial Services0.37%3,787,668-1,612,893-29.87%$32,233,055
THE CIGNA GROUPCIHealthcare0.37%120,444+119,418+11639.18%$32,128,437
STELLANTIS N.VSTLAOther0.36%4,460,337+2,160,336+93.93%$31,623,789
QUANTUM COMPUTING INCQUBTTechnology0.35%4,488,912-3,783,241-45.73%$30,749,047
OKLO INCOKLOUtilities0.34%589,864-198,187-25.15%$29,251,356
ISHARES SILVER TRSLVOther0.33%416,218+352,272+550.89%$28,361,095
MICRON TECHNOLOGY INCMUTechnology0.32%83,253+81,315+4195.82%$28,126,194
ADVISORSHARES TRMSOSOther0.32%7,870,000+970,000+14.06%$27,938,500
HIMS & HERS HEALTH INCHIMSConsumer Defensive0.32%1,338,814-1,080,704-44.67%$27,793,778
MARRIOTT INTL INC NEWMARConsumer Cyclical0.30%80,052+80,052+100.00%$26,182,608
AMAZON COM INCAMZNConsumer Cyclical0.30%125,375-94,014-42.85%$26,111,851
NOVO-NORDISK A SNVOHealthcare0.30%703,501-302,212-30.05%$25,853,662
APPLIED OPTOELECTRONICS INCAAOITechnology0.28%289,167+289,167+100.00%$24,460,636
GAMESTOP CORPGMEConsumer Cyclical0.27%1,016,095+617+0.06%$23,410,829
OPENDOOR TECHNOLOGIES INCOPENReal Estate0.27%4,926,428-880,611-15.16%$23,055,683
ENERGY FUELS INCUUUUEnergy0.26%1,236,636+1,208,171+4244.41%$22,568,607
SPROTT ASSET MANAGEMENT LPPHYSOther0.26%635,056-27,050-4.09%$22,506,385
ADVANCED MICRO DEVICES INCAMDTechnology0.25%105,352-77,634-42.43%$21,431,758
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.25%169,906-24,529-12.62%$21,316,407
RIGETTI COMPUTING INCRGTITechnology0.24%1,510,058-973,326-39.19%$21,201,215
BIGBEAR AI HLDGS INCBBAITechnology0.22%5,343,481-161,019-2.93%$18,809,053
NEWMONT CORPNEMBasic Materials0.21%170,967+36,756+27.39%$18,507,179
TERAWULF INCWULFFinancial Services0.21%1,280,072-496,791-27.96%$18,471,439
SPROTT ASSET MANAGEMENT LPPSLVOther0.21%744,409-107,264-12.59%$18,156,135
CIPHER DIGITAL INCCIFRFinancial Services0.21%1,394,029+1,299,899+1380.96%$17,941,153
INTEL CORPINTCTechnology0.20%402,174-87,393-17.85%$17,747,939
ETORO GROUP LTDG32089107Other0.20%574,286-30,919-5.11%$17,245,809
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.20%24--$17,235,360
RIVIAN AUTOMOTIVE INCRIVNConsumer Cyclical0.19%1,089,427+99,148+10.01%$16,395,876
ISHARES INCURTHOther0.19%89,249+83,798+1537.30%$16,066,605
CORNING INCGLWTechnology0.18%115,774+115,774+100.00%$15,741,791
SOFI TECHNOLOGIES INCSOFIFinancial Services0.18%958,766-290,053-23.23%$15,225,204
SALESFORCE INCCRMTechnology0.17%80,190+30,952+62.86%$14,969,067
MERCADOLIBRE INCMELIConsumer Cyclical0.17%8,641+2,746+46.58%$14,940,461
APPLOVIN CORPAPPTechnology0.17%37,393-58,160-60.87%$14,882,414
CORE SCIENTIFIC INC NEWCORZTechnology0.17%993,006+477,699+92.70%$14,855,370
ISHARES TRFXIOther0.17%409,498+126,357+44.63%$14,700,978
D-WAVE QUANTUM INCQBTSTechnology0.17%993,190-3,599,466-78.37%$14,331,732
ADOBE INCADBETechnology0.16%57,852+35,293+156.45%$14,062,664
EOS ENERGY ENTERPRISES INCEOSEIndustrials0.16%2,759,960+2,598,960+1614.26%$13,689,402
PETROLEO BRASILEIRO S APBREnergy0.16%657,434+534,497+434.77%$13,641,756
UBER TECHNOLOGIES INCUBERTechnology0.16%187,872+129,724+223.09%$13,513,633
VANGUARD INTL EQUITY INDEX FVTOther0.15%96,796+10,899+12.69%$13,388,823
COINBASE GLOBAL INCCOINFinancial Services0.14%71,899+19,936+38.37%$12,554,284
APPLE INCAAPLTechnology0.14%48,902-175,441-78.20%$12,410,839
VANECK ETF TRUSTGDXOther0.14%131,822+72,382+121.77%$12,097,305
ASML HLDG NVASMLOther0.14%8,972+4,917+121.26%$11,850,486
ISHARES TRHYGOther0.13%144,939+15,237+11.75%$11,531,347
SANA BIOTECHNOLOGY INCSANAHealthcare0.13%3,999,100+266,320+7.13%$11,517,408
PAYPAL HLDGS INCPYPLFinancial Services0.13%249,281+108,637+77.24%$11,274,979
Marex Group Plc Options Holdings in Q1 2026

99 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026QQQInvesco QQQ Trust, Series 1PUT2,350,000$1,356,373,000
Q1 2026AVGOBroadcom Inc.PUT1,675,000$518,429,250
Q1 2026MSFTMicrosoft CorporationPUT869,500$321,862,815
Q1 2026MAMastercard IncorporatedPUT550,000$274,813,000
Q1 2026UNHUnitedHealth Group IncorporatedPUT900,000$243,531,000
Q1 2026MSFTMicrosoft CorporationCALL563,500$208,590,795
Q1 2026GSGoldman Sachs Group, Inc. (The)PUT225,000$190,347,750
Q1 2026LLYEli Lilly and CompanyPUT200,000$183,954,000
Q1 2026AVGOBroadcom Inc.CALL541,900$167,723,469
Q1 2026QQQInvesco QQQ Trust, Series 1CALL270,000$155,838,600
Q1 2026IWMiShares Russell 2000 ETFPUT550,000$136,400,000
Q1 2026PEPPepsico, Inc.PUT700,000$108,703,000
Q1 2026METAMeta Platforms, Inc.PUT183,500$104,985,855
Q1 2026COSTCostco Wholesale CorporationPUT100,000$99,643,000
Q1 2026LITELumentum Holdings Inc.PUT125,000$87,845,000
Q1 2026INTUIntuit Inc.PUT201,000$86,908,380
Q1 2026BLKBlackRockPUT80,000$76,936,800
Q1 2026NVDANVIDIA CorporationPUT429,900$74,974,560
Q1 2026IBITiShares Bitcoin Trust ETFPUT1,850,000$71,077,000
Q1 2026LLYEli Lilly and CompanyCALL75,000$68,982,750
Q1 2026UNHUnitedHealth Group IncorporatedCALL250,000$67,647,500
Q1 2026ABBVAbbVie Inc.PUT300,000$65,247,000
Q1 2026GOOGLAlphabet Inc.PUT170,000$48,885,200
Q1 2026AAPLApple Inc.PUT190,000$48,220,100
Q1 2026ASTSAST SpaceMobile, Inc.CALL513,500$42,553,745
Q1 2026HDHome Depot, Inc. (The)PUT125,000$41,111,250
Q1 2026TSLATesla, Inc.CALL95,700$35,576,475
Q1 2026ORCLOracle CorporationPUT202,000$29,716,220
Q1 2026COSTCostco Wholesale CorporationCALL27,000$26,903,610
Q1 2026RTXRTX CorporationPUT126,000$24,305,400
Q1 2026TSLATesla, Inc.PUT58,300$21,673,025
Q1 2026IBITiShares Bitcoin Trust ETFCALL513,000$19,709,460
Q1 2026INTCIntel CorporationPUT250,000$11,032,500
Q1 2026HUMHumana Inc.PUT55,000$9,536,450
Q1 2026MSTRMicroStrategy IncorporatedCALL65,500$8,174,400
Q1 2026HYGiShares iBoxx $ High Yield CorpPUT100,000$7,956,000
Q1 2026AMZNAmazon.com, Inc.PUT35,000$7,289,450
Q1 2026PLTRPalantir Technologies Inc.CALL48,500$7,094,580
Q1 2026INTUIntuit Inc.CALL16,000$6,918,080
Q1 2026DHRDanaher CorporationPUT32,500$6,162,000
Q1 2026TLTiShares 20+ Year Treasury Bond CALL50,000$4,334,500
Q1 2026EWJiShares MSCI Japan Index FundPUT50,000$4,222,000
Q1 2026NVONovo Nordisk A/SPUT100,000$3,675,000
Q1 2026NVDANVIDIA CorporationCALL20,600$3,592,640
Q1 2026DDOGDatadog, Inc.CALL30,000$3,541,500
Q1 2026LPTHLightPath Technologies, Inc.CALL307,100$3,080,213
Q1 2026TSMTaiwan Semiconductor ManufacturCALL8,300$2,804,985
Q1 2026TXNTexas Instruments IncorporatedCALL14,300$2,776,202
Q1 2026OXYOccidental Petroleum CorporatioCALL40,000$2,600,000
Q1 2026GOOGLAlphabet Inc.CALL8,500$2,444,260
Q1 2026CSCOCisco Systems, Inc.CALL30,900$2,397,531
Q1 2026PFEPfizer, Inc.CALL80,000$2,246,400
Q1 2026AAPLApple Inc.CALL8,600$2,182,594
Q1 2026METAMeta Platforms, Inc.CALL3,800$2,174,094
Q1 2026AMZNAmazon.com, Inc.CALL9,800$2,041,046
Q1 2026NFLXNetflix, Inc.CALL21,000$2,019,150
Q1 2026SKYTSkyWater Technology, Inc.CALL72,000$1,973,520
Q1 2026AMDAdvanced Micro Devices, Inc.CALL9,400$1,912,242
Q1 2026BABAAlibaba Group Holding LimitedCALL14,700$1,844,262
Q1 2026IBMInternational Business MachinesCALL7,600$1,842,164
Q1 2026CRMSalesforce, Inc.CALL9,600$1,792,032
Q1 2026NOWServiceNow, Inc.CALL16,700$1,745,985
Q1 2026QCOMQUALCOMM IncorporatedCALL13,300$1,712,774
Q1 2026ADBEAdobe Inc.CALL6,900$1,677,252
Q1 2026PYPLPayPal Holdings, Inc.CALL35,300$1,596,619
Q1 2026ORCLOracle CorporationCALL10,800$1,588,788
Q1 2026NTRNutrien Ltd.PUT19,500$1,471,470
Q1 2026COINCoinbase Global, Inc.CALL7,900$1,379,419
Q1 2026GLDSPDR Gold TrustCALL3,000$1,290,870
Q1 2026EWYiShares Inc iShares MSCI South CALL10,000$1,230,100
Q1 2026XLESPDR Select Sector Fund - EnergPUT20,000$1,225,200
Q1 2026NXENexgen Energy Ltd.PUT100,000$1,160,000
Q1 2026GLDSPDR Gold TrustPUT2,500$1,075,725
Q1 2026XBISPDR Series Trust SPDR S&P BioCALL8,000$1,021,840
Q1 2026WELLWelltower Inc.CALL4,500$889,695
Q1 2026IBMInternational Business MachinesPUT3,500$848,365
Q1 2026VRTVertiv Holdings, LLCPUT2,800$701,624
Q1 2026VICIVICI Properties Inc.CALL25,000$683,000
Q1 2026ABNBAirbnb, Inc.PUT5,200$656,656
Q1 2026ARKKARK Innovation ETFPUT8,900$601,551
Q1 2026AMDAdvanced Micro Devices, Inc.PUT2,800$569,604
Q1 2026KWEBKraneShares Trust KraneShares CCALL20,000$568,600
Q1 2026WWayfair Inc.CALL7,500$564,075
Q1 2026UECUranium Energy Corp.PUT36,000$486,000
Q1 2026UBERUber Technologies, Inc.PUT6,600$474,738
Q1 2026PLTRPalantir Technologies Inc.PUT3,200$468,096
Q1 2026LYBLyondellBasellCALL5,000$402,800
Q1 2026INTCIntel CorporationCALL8,500$375,105
Q1 2026CVNACarvana Co.PUT1,100$345,818
Q1 2026SLViShares Silver TrustCALL5,000$340,700
Q1 2026UUnity Software Inc.CALL15,000$329,100
Q1 2026SHOPShopify Inc.PUT2,700$320,274
Q1 2026CVNACarvana Co.CALL1,000$314,380
Q1 2026COHUCohu, Inc.CALL9,900$303,138
Q1 2026PATHUiPath, Inc.PUT25,000$277,500
Q1 2026BIDUBaidu, Inc.CALL2,000$222,840
Q1 2026HOODRobinhood Markets, Inc.PUT2,900$200,970
Q1 2026CLPTClearPoint Neuro Inc.CALL19,000$172,900
Q1 2026PROPPrairie Operating Co.CALL40,000$81,200

Notional value represents the total exposure of the options position.