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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 41 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 GRAL GRAIL INC Healthcare 59,900.0 $3.1M 0.00% +40K +196.5% $51.68 +18.0%
802 SENS SENSEONICS HLDGS Healthcare 464,375.0 $3.1M 0.00% +308K +197.9% $6.66 -16.8%
803 TATT TAT TECHNOLOGIES Industrials 75,641.0 $3.1M 0.00% +38K +98.6% $40.63 -19.5%
804 BABA PUT ALIBABA GRP-ADR Consumer Cyclical 24,400.0 $3.1M 0.00% +12K +95.2% $125.46 +7.2%
805 HHH HOWARD HUGHES HO Real Estate 48,367.0 $3.1M 0.00% +22K +82.3% $63.26 -2.0%
806 NEU NEWMARKET CORP Basic Materials 4,760.0 $3.1M 0.00% +2K +55.5% $640.95 +9.1%
807 PINS PINTEREST INC -A Communication Services 164,643.0 $3.0M 0.00% +32K +23.9% $18.34 +2.7%
808 PLNT PLANET FITNESS-A Consumer Cyclical 40,406.0 $3.0M 0.00% +35K +662.4% $74.38 -30.6%
809 SMP STANDARD MOTOR Consumer Cyclical 86,338.0 $3.0M 0.00% +10K +13.0% $34.74 +3.9%
810 BIOHAVEN LTD 352,605.0 $3.0M 0.00% +323K +1074.3% $8.46
811 LYEL LYELL IMMUNOPHAR Healthcare 148,516.0 $3.0M 0.00% +75K +102.6% $20.06 -19.6%
812 CTNM CONTINEUM THER-A Healthcare 226,302.0 $3.0M 0.00% +45K +25.2% $13.06 -2.3%
813 BZ KANZHUN LTD Industrials 219,912.0 $2.9M 0.00% +175K +389.4% $13.39 +5.1%
814 AUNA SA-CLASS A 532,866.0 $2.9M 0.00% +370K +226.9% $5.51
815 RC READY CAPITAL CO Real Estate 1,799,551.0 $2.9M 0.00% +590K +48.8% $1.62 +4.9%
816 PDLB PONCE FINANCIAL Financial Services 174,392.0 $2.9M 0.00% +54K +44.8% $16.71 +5.9%
817 WLTH WEALTHFRONT CORP Technology 314,762.0 $2.9M 0.00% +44K +16.2% $9.25 +28.4%
818 CMTL COMTECH TELECOMM Technology 867,137.0 $2.9M 0.00% +131K +17.9% $3.32 +9.9%
819 CODA CODA OCTOPUS GRO Industrials 254,189.0 $2.9M 0.00% +96K +60.6% $11.30 +0.4%
820 NVEC NVE CORP Technology 43,476.0 $2.8M 0.00% +1K +3.0% $65.50 +25.7%
Page 41 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%