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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 37 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 BRCB BLACK ROCK COF-A Consumer Defensive 356,785.0 $4.6M 0.01% +195K +119.9% $12.92 -50.7%
722 BWMN BOWMAN CONSULTIN Industrials 161,591.0 $4.6M 0.01% +73K +82.2% $28.44 +8.9%
723 RXO RXO INC Industrials 310,800.0 $4.5M 0.01% +284K +1070.2% $14.62 +44.5%
724 ASSEMBLY BIOSCIE 163,400.0 $4.5M 0.01% +34K +26.6% $27.75
725 HLF HERBALIFE LTD Consumer Defensive 305,187.0 $4.5M 0.00% +185K +154.6% $14.72 -17.4%
726 COHR COHERENT CORP Technology 18,851.0 $4.5M 0.00% +16K +598.2% $238.21 +48.5%
727 DXC DXC TECHNOLOGY C Technology 356,556.0 $4.5M 0.00% +142K +66.0% $12.57 -29.0%
728 CXT CRANE NXT CO Industrials 110,358.0 $4.5M 0.00% +68K +159.7% $40.59 -6.6%
729 FNKO FUNKO INC-CL A Consumer Cyclical 1,381,380.0 $4.4M 0.00% +949K +219.4% $3.15 +48.9%
730 ASPN ASPEN AEROGELS I Industrials 1,263,102.0 $4.3M 0.00% +709K +127.9% $3.42 +49.1%
731 GVA GRANITE CONSTR Industrials 36,032.0 $4.3M 0.00% +34K +1719.8% $119.88 +10.5%
732 CCRN CROSS COUNTRY HE Healthcare 456,996.0 $4.3M 0.00% +186K +68.4% $9.40 +39.5%
733 HRMY HARMONY BIOSCIE Healthcare 149,715.0 $4.2M 0.00% +120K +408.6% $28.01 +8.7%
734 ALHC ALIGNMENT HEALTH Healthcare 237,656.0 $4.2M 0.00% +221K +1287.3% $17.62 -5.4%
735 PLG PLATINUM GROUP M Basic Materials 2,365,081.0 $4.2M 0.00% +1.9M +461.8% $1.77 -11.3%
736 RAIL FREIGHTCAR AMERI Industrials 522,639.0 $4.2M 0.00% +76K +17.1% $7.97 -3.8%
737 NBHSA INC - A 2,358.0 $4.1M 0.00% +2K +248.3% $1742.69
738 OI O-I GLASS INC Consumer Cyclical 388,382.0 $4.1M 0.00% +285K +275.3% $10.51 -18.2%
739 ENVIRI CORP 208,006.0 $4.1M 0.00% +152K +271.4% $19.62
740 AVNT AVIENT CORP Basic Materials 111,946.0 $4.1M 0.00% +21K +22.5% $36.30 -10.1%
Page 37 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%