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Portfolio (Quarterly) Guide ↗

MARSHALL WACE, LLP

· CIK 0001318757
13F Portfolio $100.4B AUM 6,623 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 928 New 1171 Added 969 Reduced 697 Exited
Page 13 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PEP PEPSICO INC Consumer Defensive 270,670.0 $42.0M 0.04% +184K +210.7% $155.29 -3.4%
242 TXNM ENERGY INC 716,834.0 $41.9M 0.04% +27K +4.0% $58.46
243 ATRC ATRICURE INC Healthcare 1,467,524.0 $41.9M 0.04% +554K +60.7% $28.53 +0.2%
244 APG API GROUP CORP Industrials 1,025,934.0 $41.6M 0.04% +1.0M +10000.0% $40.52 +3.1%
245 LWLG LIGHTWAVE LOGIC Basic Materials 5,903,844.0 $41.5M 0.04% +4.9M +482.4% $7.03 +63.5%
246 DAR DARLING INGREDIE Consumer Defensive 650,800.0 $40.3M 0.04% +602K +1232.9% $61.85 -3.6%
247 IHG INTERCONTIN-ADR Consumer Cyclical 299,499.0 $40.0M 0.04% +31K +11.5% $133.46 +16.1%
248 INTC CALL INTEL CORP Technology 904,700.0 $39.9M 0.04% +745K +465.4% $44.13 +163.6%
249 MMSI MERIT MEDICAL Healthcare 574,436.0 $39.6M 0.04% +428K +292.1% $68.93 -7.3%
250 ALSN ALLISON TRANSMIS Consumer Cyclical 335,738.0 $39.3M 0.04% +272K +423.8% $117.06 -8.3%
251 Q QNITY ELECTRONIC Technology 340,353.0 $39.3M 0.04% +19K +5.9% $115.38 +32.2%
252 DGX QUEST DIAGNOSTIC Healthcare 200,278.0 $39.3M 0.04% +107K +114.8% $195.98 -1.5%
253 TER TERADYNE INC Technology 131,000.0 $38.8M 0.04% +124K +1670.3% $296.46 +15.4%
254 BURL BURLINGTON STORE Consumer Cyclical 119,304.0 $38.8M 0.04% +83K +226.1% $325.38 -6.1%
255 LANDBRIDGE CO LL 562,062.0 $38.8M 0.04% +420K +294.4% $69.05
256 FIG FIGMA INC-A Technology 1,824,325.0 $38.6M 0.04% +1.6M +929.9% $21.14 +5.3%
257 MXL MAXLINEAR Technology 2,202,736.0 $38.3M 0.04% +800K +57.0% $17.39 +449.9%
258 AXP AMERICAN EXPRESS Financial Services 126,043.0 $38.1M 0.04% +116K +1166.2% $302.48 +2.5%
259 BAX BAXTER INTL INC Healthcare 2,266,708.0 $38.1M 0.04% +2.2M +8589.4% $16.80 +9.5%
260 CRI CARTER'S INC Consumer Cyclical 1,061,468.0 $38.0M 0.04% +701K +194.7% $35.76 +2.7%
Page 13 of 59  ·  1,171 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Consumer Cyclical 16.0%
Healthcare 14.1%
Financial Services 9.9%
Industrials 7.6%
Communication Services 6.4%
Energy 5.6%
Consumer Defensive 5.0%
Basic Materials 2.7%
Utilities 2.3%