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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 18 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WSM WILLIAMS-SONOMA Consumer Cyclical 11,410.0 $2.1M 0.00% NEW $182.33 -6.9%
342 YPF YPF SA-ADR Energy 44,934.0 $2.1M 0.00% NEW $46.22 +2.9%
343 UMAC UNUSUAL MACHINES Financial Services 167,360.0 $2.1M 0.00% NEW $12.40 +9.5%
344 SBRA SABRA HEALTH CAR Real Estate 107,916.0 $2.1M 0.00% NEW $19.23 +9.6%
345 MLTX MOONLAKE IMMUNOT Healthcare 111,331.0 $2.1M 0.00% NEW $18.64 -11.1%
346 SNSE SENSEI BIOTHERAP Healthcare 65,730.0 $2.1M 0.00% NEW $31.52 -46.7%
347 BDSX BIODESIX INC Healthcare 141,636.0 $2.1M 0.00% NEW $14.50 -0.1%
348 CAMT CAMTEK LTD Technology 13,504.0 $2.0M 0.00% NEW $151.61 +1.0%
349 MC MOELIS & CO-CL A Financial Services 35,853.0 $2.0M 0.00% NEW $57.00 +11.0%
350 ETON PHARMACEUTI 82,721.0 $2.0M 0.00% NEW $24.68
351 DJCO DAILY JOURNAL Technology 4,232.0 $2.0M 0.00% NEW $482.34 +0.3%
352 CHEESECAKE FACTORY (THE) 2,000,000.0 $2.0M 0.00% NEW $1.02
353 LITHIUM AMERICAS 513,847.0 $2.0M 0.00% NEW $3.95
354 WSBC WESBANCO INC Financial Services 58,654.0 $2.0M 0.00% NEW $34.49 -2.8%
355 MWA MUELLER WATER-A Industrials 73,431.0 $2.0M 0.00% NEW $27.49 -8.2%
356 XMTR XOMETRY INC-A Industrials 49,422.0 $2.0M 0.00% NEW $40.84 +114.5%
357 EH EHANG HOLDINGS Industrials 207,678.0 $2.0M 0.00% NEW $9.71 -4.4%
358 NAT NORDIC AMERICAN Industrials 342,939.0 $2.0M 0.00% NEW $5.86 -4.9%
359 DHR DANAHER CORP Healthcare 10,500.0 $2.0M 0.00% NEW $189.60 -11.8%
360 CORE LABORATORIE 117,744.0 $2.0M 0.00% NEW $16.79
Page 18 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%