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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 19 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VMC VULCAN MATERIALS Basic Materials 7,240.0 $2.0M 0.00% NEW $272.30 -4.7%
362 GWW WW GRAINGER INC Industrials 1,804.0 $2.0M 0.00% NEW $1090.81 +13.6%
363 NCSM NCS MULTISTAGE H Energy 31,793.0 $2.0M 0.00% NEW $61.84 -28.9%
364 AELUMA INC 149,437.0 $2.0M 0.00% NEW $13.09
365 PM PHILIP MORRIS IN Consumer Defensive 11,780.0 $1.9M 0.00% NEW $165.34 +14.1%
366 CMCL CALEDONIA MINING Basic Materials 85,269.0 $1.9M 0.00% NEW $22.59 +1.4%
367 PICS NV 183,822.0 $1.9M 0.00% NEW $10.45
368 PRGO PERRIGO CO PLC Healthcare 177,920.0 $1.9M 0.00% NEW $10.74 -0.0%
369 SILC SILICOM LTD Technology 89,827.0 $1.9M 0.00% NEW $21.10 +102.8%
370 SJT SAN JUAN BASIN Energy 393,635.0 $1.9M 0.00% NEW $4.81 -11.9%
371 TTMI TTM TECHNOLOGIES Technology 19,404.0 $1.9M 0.00% NEW $97.42 +70.4%
372 PCG PG&E CORP Utilities 106,996.0 $1.9M 0.00% NEW $17.57 -6.2%
373 LAFAYETTE DIGITA 190,000.0 $1.9M 0.00% NEW $9.86
374 MBX MBX BIOSCIENCES Healthcare 62,703.0 $1.9M 0.00% NEW $29.85 +4.9%
375 OIM ONEIM ACQUISITIO Financial Services 185,332.0 $1.9M 0.00% NEW $10.02 -0.3%
376 STVN STEVANATO GROUP Healthcare 134,231.0 $1.8M 0.00% NEW $13.75 +26.8%
377 EEMA ISHARES MSCI EME 19,198.0 $1.8M 0.00% NEW $95.73 +15.6%
378 SIL GLOBAL X SILVER 20,264.0 $1.8M 0.00% NEW $90.08 -3.7%
379 KC KINGSOFT CLO-ADR Technology 136,226.0 $1.8M 0.00% NEW $13.36 +3.6%
380 APC ARKO PETROLEUM C Energy 100,832.0 $1.8M 0.00% NEW $17.89 +17.6%
Page 19 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%