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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 16 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PURR HYPERLIQUID STRA Basic Materials 539,645.0 $2.7M 0.00% NEW $5.09 +37.3%
302 IFF INTL FLVR & FRAG Basic Materials 37,800.0 $2.7M 0.00% NEW $72.55 +0.8%
303 GDEN GOLDEN ENTERTAIN Consumer Cyclical 102,070.0 $2.7M 0.00% NEW $26.69 +7.0%
304 HLN HALEON-ADR Healthcare 271,574.0 $2.7M 0.00% NEW $10.01 -10.5%
305 OSIS OSI SYSTEMS INC Technology 10,183.0 $2.7M 0.00% NEW $265.51 -22.6%
306 AMERICAS GOLD AN 516,933.0 $2.7M 0.00% NEW $5.22
307 CHE CHEMED CORP Healthcare 7,119.0 $2.7M 0.00% NEW $377.74 +16.9%
308 VCTR VICTORY CAPITA-A Financial Services 40,544.0 $2.7M 0.00% NEW $65.48 +30.5%
309 NWPX NWPX INFRASTRUCT Industrials 33,955.0 $2.6M 0.00% NEW $77.86 +42.3%
310 HIFS HINGHAM INST SVG Financial Services 9,120.0 $2.6M 0.00% NEW $285.84 -8.0%
311 SES SES AI CORP Consumer Cyclical 2,669,589.0 $2.6M 0.00% NEW $0.96 +17.7%
312 DD DUPONT DE NEMOUR Basic Materials 55,647.0 $2.5M 0.00% NEW $45.80 +7.7%
313 APTIV PLC 36,653.0 $2.5M 0.00% NEW $69.44
314 XHR XENIA HOTELS & R Real Estate 169,517.0 $2.5M 0.00% NEW $14.83 +7.3%
315 BBY BEST BUY CO INC Consumer Cyclical 38,930.0 $2.5M 0.00% NEW $64.20 -9.8%
316 XPEL XPEL INC Consumer Cyclical 54,660.0 $2.4M 0.00% NEW $44.26 -6.3%
317 GIL GILDAN ACTIVEWEA Consumer Cyclical 43,312.0 $2.4M 0.00% NEW $55.65 +1.5%
318 VECO VEECO INSTRUMENT Technology 70,579.0 $2.4M 0.00% NEW $33.86 +73.2%
319 ACTIVATE ENERG-A 240,000.0 $2.4M 0.00% NEW $9.89
320 TLK TELEKOMUNIKA-ADR Communication Services 126,202.0 $2.4M 0.00% NEW $18.68 -11.3%
Page 16 of 47  ·  928 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%