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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 51 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CRUS CIRRUS LOGIC INC Technology 7,885.0 $1.1M 0.00% +5K +155.5% $144.62 +11.3%
1002 ORBS EIGHTCO HOLDINGS Technology 1,216,451.0 $1.1M 0.00% +1.1M +1686.9% $0.93 -20.0%
1003 WT WISDOMTREE INC Financial Services 77,299.0 $1.1M 0.00% +21K +37.8% $14.56 +32.6%
1004 AD ARRAY DIGITAL IN Communication Services 24,359.0 $1.1M 0.00% +11K +88.3% $46.14 +11.1%
1005 IEO ISHARES-DJ O&G 8,974.0 $1.1M 0.00% +5K +113.5% $124.90 -1.3%
1006 CZFS CITIZENS FINL SV Financial Services 18,175.0 $1.1M 0.00% +11K +145.7% $61.15 +5.1%
1007 NTB BANK NT BUTTERFI Financial Services 21,158.0 $1.1M 0.00% +4K +24.9% $52.48 +6.3%
1008 NEOG NEOGEN CORP Healthcare 118,811.0 $1.1M 0.00% +49K +70.5% $9.29 -8.6%
1009 PZG PARAMOUNT GOLD N Basic Materials 653,145.0 $1.1M 0.00% +585K +864.2% $1.66 -19.3%
1010 TOI ONCOLOGY INSTITU Healthcare 342,265.0 $1.1M 0.00% +162K +89.8% $3.07 +37.5%
1011 NNE NANO NUCLEAR ENE Industrials 51,000.0 $1.0M 0.00% +20K +64.0% $20.48 +10.4%
1012 B PUT BARRICK MINING C Basic Materials 24,200.0 $987K 0.00% +23K +1916.7% $40.79 -2.5%
1013 ANFIELD ENERGY I 175,118.0 $977K 0.00% +72K +70.1% $5.58
1014 ONL ORION PROPERTIES Real Estate 451,635.0 $971K 0.00% +213K +89.2% $2.15 +37.4%
1015 WPM PUT WHEATON PRECIOUS Basic Materials 7,300.0 $956K 0.00% +6K +563.6% $131.01 -3.9%
1016 FANG DIAMONDBACK ENER Energy 4,814.0 $952K 0.00% +279.0 +6.2% $197.79 +4.9%
1017 KNOP KNOT OFFSHORE PA Industrials 93,553.0 $943K 0.00% +26K +37.5% $10.08 +12.6%
1018 PAG PENSKE AUTOMOTIV Consumer Cyclical 6,225.0 $931K 0.00% +3K +127.1% $149.52 +6.5%
1019 GLDG GOLDMINING INC Basic Materials 776,039.0 $923K 0.00% +610K +366.6% $1.19 -9.3%
1020 ZNTL ZENTALIS PHARMAC Healthcare 392,643.0 $919K 0.00% +145K +58.5% $2.34 +54.8%
Page 51 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%