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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 20 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LFUS LITTELFUSE INC Technology 60,726.0 $20.6M 0.02% +38K +163.0% $339.35 +29.3%
382 FRO FRONTLINE PLC Energy 587,787.0 $20.5M 0.02% +177K +43.1% $34.86 +12.5%
383 DOCN Digitalocean Hol Technology 237,704.0 $20.4M 0.02% +211K +795.4% $85.78 +89.1%
384 PSTL POSTAL REALTY-A Real Estate 1,073,713.0 $19.9M 0.02% +737K +219.2% $18.56 +27.6%
385 URG UR-ENERGY INC Energy 13,284,672.0 $19.8M 0.02% +10.5M +383.6% $1.49 +3.0%
386 LGIH LGI HOMES INC Consumer Cyclical 495,463.0 $19.6M 0.02% +459K +1256.0% $39.53 +12.6%
387 MYRG MYR GROUP INC/DE Industrials 69,325.0 $19.6M 0.02% +58K +513.0% $282.32 +58.2%
388 WCC WESCO INTL Industrials 71,466.0 $19.6M 0.02% +32K +80.3% $273.62 +26.3%
389 CTMX CYTOMX THERAPEUT Healthcare 4,138,176.0 $19.4M 0.02% +3.0M +257.7% $4.70 -19.9%
390 ESPR ESPERION THERAPE Healthcare 7,075,083.0 $19.4M 0.02% +1.6M +29.3% $2.74 +14.4%
391 PAYX PAYCHEX INC Industrials 208,517.0 $19.2M 0.02% +101K +94.4% $92.12 +2.3%
392 LUV SOUTHWEST AIR Industrials 509,456.0 $19.1M 0.02% +268K +111.0% $37.57 +5.5%
393 DNLI DENALI THERAPEUT Healthcare 991,268.0 $19.0M 0.02% +227K +29.8% $19.20 -1.0%
394 AI C3.AI INC-A Technology 2,250,236.0 $18.9M 0.02% +1.2M +121.5% $8.42 +8.6%
395 GRND GRINDR INC Technology 1,567,080.0 $18.9M 0.02% +413K +35.7% $12.09 +7.0%
396 W WAYFAIR INC- A Consumer Cyclical 249,532.0 $18.8M 0.02% +242K +3401.2% $75.21 -13.2%
397 XPEV XPENG INC-ADR Consumer Cyclical 1,091,567.0 $18.7M 0.02% +640K +141.8% $17.11 -9.4%
398 RB GLOBAL INC 194,562.0 $18.6M 0.02% +164K +543.5% $95.85
399 AIR LEASE C 281,544.0 $18.3M 0.02% +26K +10.3% $64.94
400 STAG STAG INDUSTRIAL Real Estate 506,023.0 $18.2M 0.02% +488K +2748.9% $36.06 +5.4%
Page 20 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%