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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 56 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 NEOV NEOVOLTA INC Industrials 125,991.0 $388K +106K +531.4% $3.08 -14.8%
1102 DLTR CALL DOLLAR TREE INC Consumer Defensive 3,500.0 $383K +1K +45.8% $109.51 -17.4%
1103 BL BlackLine Inc Technology 10,322.0 $382K +2K +19.3% $37.00 -17.8%
1104 GBTG GLOBAL BUSINESS Technology 68,416.0 $382K +47K +216.7% $5.58 +68.1%
1105 HUM CALL HUMANA INC Healthcare 2,200.0 $381K +500.0 +29.4% $173.39 +74.7%
1106 GSM FERROGLOBE PLC Basic Materials 91,283.0 $376K +55K +155.0% $4.12 -3.0%
1107 LCID CALL LUCID GROUP INC Consumer Cyclical 39,300.0 $375K +1K +2.9% $9.53 -40.1%
1108 BIIB PUT BIOGEN INC Healthcare 2,000.0 $367K +1K +150.0% $183.33 +5.1%
1109 CHDN CHURCHILL DOWNS Consumer Cyclical 3,786.0 $340K +1K +41.0% $89.83 -1.8%
1110 FEAM 5E ADVANCED MATE Basic Materials 233,726.0 $327K +141K +153.0% $1.40 +33.6%
1111 BX CALL BLACKSTONE INC Financial Services 2,800.0 $322K +500.0 +21.7% $114.99 +1.8%
1112 LYB CALL LYONDELLBASELL-A Basic Materials 3,900.0 $314K +4K +1850.0% $80.56 -8.0%
1113 WRAP WRAP TECHNOLOGIE Technology 203,398.0 $313K +170K +502.6% $1.54 -5.5%
1114 BIOX BIOCERES CROP SO Basic Materials 702,478.0 $309K +107K +18.0% $0.44 -0.7%
1115 RBLX PUT ROBLOX CORP - A Technology 5,400.0 $305K +5K +575.0% $56.56 -17.0%
1116 CWK CRAWFORD & CO-B Real Estate 27,982.0 $284K +14K +105.8% $10.14 +24.4%
1117 GNSS GENASYS INC Technology 155,462.0 $283K +92K +143.1% $1.82 +2.2%
1118 GOTU GAOTU TECHEDU IN Consumer Defensive 137,501.0 $270K +38K +37.7% $1.96 -4.3%
1119 SGHT SIGHT SCIENCES I Healthcare 69,473.0 $262K +30K +73.9% $3.77 +31.8%
1120 WISEKEY INTL-ADR 38,992.0 $239K +10K +36.6% $6.14
Page 56 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%