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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 44 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PDD CALL PDD HOLDINGS INC Consumer Cyclical 23,300.0 $2.4M 0.00% +14K +156.0% $102.18 -7.1%
862 SPXC SPX TECHNOLOGIES Industrials 11,844.0 $2.4M 0.00% +2K +16.0% $199.94 +0.3%
863 MNSB MAINSTREET BANCS Financial Services 106,225.0 $2.4M 0.00% +62K +139.9% $22.20 +0.9%
864 NMRA NEUMORA THERAPEU Healthcare 1,195,310.0 $2.3M 0.00% +612K +104.8% $1.95 -9.2%
865 GORO GOLD RESOURCE CO Basic Materials 1,941,955.0 $2.3M 0.00% +1.1M +122.3% $1.20 +4.2%
866 A2Z CUST2MATE SO 348,639.0 $2.3M 0.00% +79K +29.4% $6.67
867 MIST MILESTONE PHARMA Healthcare 1,944,530.0 $2.3M 0.00% +288K +17.4% $1.19 +20.2%
868 MT ARCELORMITTAL-NY Basic Materials 44,321.0 $2.3M 0.00% +16K +54.4% $51.98 +19.0%
869 GEOS GEOSPACE TECHNOL Energy 188,806.0 $2.3M 0.00% +177K +1502.1% $12.20 -33.3%
870 AGEN AGENUS INC Healthcare 688,203.0 $2.3M 0.00% +541K +368.8% $3.34 -7.5%
871 CRBU CARIBOU BIOSCIEN Healthcare 1,205,668.0 $2.3M 0.00% +325K +36.8% $1.90 +3.7%
872 TDOC TELADOC HEALTH I Healthcare 419,574.0 $2.3M 0.00% +358K +577.6% $5.45 +16.5%
873 PRECISION BIOSCI 415,671.0 $2.3M 0.00% +345K +486.1% $5.50
874 DHX DHI GROUP INC Industrials 811,083.0 $2.3M 0.00% +226K +38.6% $2.81 +30.2%
875 MRNA PUT MODERNA INC Healthcare 44,600.0 $2.3M 0.00% +43K +3616.7% $50.80 -5.3%
876 VREX VAREX IMAGIN Healthcare 212,941.0 $2.3M 0.00% +36K +20.6% $10.61 -8.6%
877 BUR BURFORD CAPITAL Financial Services 499,791.0 $2.3M 0.00% +463K +1275.6% $4.52 -5.5%
878 WRN WESTERN COPPER Basic Materials 878,880.0 $2.2M 0.00% +22K +2.5% $2.53 +8.3%
879 FRAF FRANKLIN FIN SVC Financial Services 42,991.0 $2.2M 0.00% +6K +16.2% $51.08 +8.4%
880 VFC VF CORP Consumer Cyclical 129,163.0 $2.2M 0.00% +105K +436.7% $16.99 -0.6%
Page 44 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%