13F
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Marex Group plc

13F equity value
$9.6B
Positions
883
Top 10 concentration
34.5%
Quarters / total new picks
12 / 1,323
13F equity value over time
$0M$5B$10B20222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it. Buying this fund's new positions the day each filing went public, over 12 quarters, returned +6.0% per quarter versus +4.3% from owning every 13F stock, beating that baseline in 58.3% of quarters (excess t = 2.04, statistically significant). Caveat: across all 5,072 funds we tested, past performance shows near-zero persistence (rank correlation −0.018) — with thousands of funds, some will look significant by chance alone.

Avg 2Q excess
+3.5%
t-stat
2.04
Quarterly win rate
58%
Annualized excess
+8.1%
$1 → follow vs universe
$1.99 vs $1.63
Cumulative return: $1 invested in new picks vs universe
1.00 20230331: universe 1.05420230630: universe 1.01620230930: universe 1.15320231231: universe 1.20520240331: universe 1.23220240630: universe 1.34420240930: universe 1.33220241231: universe 1.24320250331: universe 1.35520250630: universe 1.39820250930: universe 1.57220251231: universe 1.626 20230331: follow 1.07720230630: follow 0.99720230930: follow 1.08120231231: follow 1.18820240331: follow 1.31820240630: follow 1.42020240930: follow 1.45620241231: follow 1.43220250331: follow 1.55120250630: follow 1.71620250930: follow 1.93820251231: follow 1.985 0.92 1.53 2.14 202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 883 · 2026 Q1

Ticker Value Weight QoQ
LITE $602M
6.3%
NEW
MSTR $426M
4.4%
ADD
AVGO $404M
4.2%
ADD
SNDK $352M
3.6%
NEW
MA $276M
2.9%
ADD
NVDA $259M
2.7%
TRIM
TSLA $241M
2.5%
TRIM
UNH $221M
2.3%
TRIM
ASTS $219M
2.3%
TRIM
IBIT $207M
2.1%
TRIM
QQQ $196M
2.0%
ADD
GS $191M
2.0%
ADD
BKNG $186M
1.9%
ADD
BMNR $181M
1.9%
TRIM
MSFT $157M
1.6%
ADD
IREN $134M
1.4%
TRIM
LLY $134M
1.4%
ADD
MRVL $132M
1.4%
ADD
SGOV $122M
1.3%
ADD
AMAT $120M
1.2%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.