StockDriftsStockDriftsTop 50 Marex Group plc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 6.25% | 857.2K | $602.4M | new | $534.00(+87.61%) | 2026-03-31 | |
| MSTR | STRATEGY INC | 4.42% | 3.41M | $425.8M | +16.27%(+477.34K) | $224.24(-16.62%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.19% | 1.30M | $403.7M | +30.65%(+305.94K) | $329.02(+33.67%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 3.65% | 554.4K | $352.3M | new | $423.86(+226.22%) | 2026-03-31 | |
| BRRR | COINSHARES BITCOIN ETF | 3.36% | 16.94M | $324.1M | +0.00%(+0) | $24.58(-6.54%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 2.86% | 551.6K | $275.6M | +12.36%(+60.68K) | $545.18(-10.13%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.69% | 1.49M | $259.2M | -33.52%(-749.19K) | $138.88(+69.75%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.5% | 648.8K | $241.2M | -13.68%(-102.79K) | $403.66(+9.82%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 2.3% | 817.6K | $221.2M | -41.69%(-584.68K) | $367.68(+8.54%) | 2026-03-31 | |
| ASTS | AST SPACEMOBILE INC | 2.27% | 2.64M | $218.8M | -8.71%(-251.99K) | $52.13(+59.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.79% | +113.62% |
| Top 20 Holdings Unweighted | +21.75% | +80.49% |
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