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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 55 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 OESX ORION ENERGY SYS Industrials 56,924.0 $498K +11K +24.0% $8.74 +2.6%
1082 ENVX ENOVIX CORP Industrials 95,888.0 $497K +57K +147.9% $5.18 +13.6%
1083 IFRX INFLARX NV Healthcare 554,364.0 $493K +274K +98.0% $0.89 +179.2%
1084 BHR BRAEMAR HOTELS & Real Estate 206,189.0 $487K +193K +1458.1% $2.36 +7.4%
1085 ZONE CLEANCORE S-CL B Industrials 1,317,667.0 $474K +371K +39.2% $0.36 +50.1%
1086 KOS KOSMOS ENERGY LT Energy 168,691.0 $469K +135K +407.0% $2.78 +18.0%
1087 PHR PHREESIA INC Healthcare 54,827.0 $459K +35K +169.9% $8.38 +8.4%
1088 CHRS COHERUS ONCOLOGY Healthcare 270,087.0 $456K +185K +216.0% $1.69 -11.5%
1089 KNF KNIFE RIVER Basic Materials 5,585.0 $456K +2K +70.1% $81.65 -7.6%
1090 DAO YOUDAO INC - ADR Consumer Defensive 46,335.0 $455K +8K +20.7% $9.83 +23.1%
1091 ABOS ACUMEN PHARMACEU Healthcare 192,889.0 $455K +172K +822.6% $2.36 -9.1%
1092 U CALL UNITY SOFTWARE I Technology 20,700.0 $454K +9K +71.1% $21.94 +23.7%
1093 ANIX ANIXA BIOSCIENCE Healthcare 173,179.0 $447K +133K +327.0% $2.58 +8.1%
1094 MFIN MEDALLION FINL Financial Services 49,184.0 $421K +9K +21.0% $8.56 +11.9%
1095 SOLUNA HOLDINGS 587,033.0 $417K +354K +152.4% $0.71
1096 FXE INVESCO CURRENCY Financial Services 3,900.0 $416K +300.0 +8.3% $106.69 +0.8%
1097 IMMR IMMERSION CORP Technology 74,696.0 $408K +13K +21.4% $5.46 +13.4%
1098 RENT THE RUNWA-A 85,045.0 $407K +74K +703.4% $4.78
1099 FTCI FTC SOLAR INC Energy 103,608.0 $392K +34K +48.3% $3.78 +18.5%
1100 KRRO KORRO BIO INC Healthcare 34,343.0 $389K +15K +73.7% $11.32 -11.6%
Page 55 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%