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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 20 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ETD ETHAN ALLEN Consumer Cyclical 80,239.0 $1.8M 0.00% NEW $22.26 -13.3%
382 WYNN WYNN RESORTS LTD Consumer Cyclical 17,435.0 $1.8M 0.00% NEW $101.55 -5.9%
383 NTLA INTELLIA THERAPE Healthcare 137,425.0 $1.8M 0.00% NEW $12.82 -1.0%
384 REX REX AMERICAN RES Basic Materials 38,388.0 $1.7M 0.00% NEW $45.57 +10.3%
385 HR HEALTHCARE REALT Real Estate 102,039.0 $1.7M 0.00% NEW $16.99 +20.1%
386 AGI ALAMOS GOLD INC Basic Materials 38,646.0 $1.7M 0.00% NEW $44.43 -13.2%
387 SKYWARD SPECIALT 39,153.0 $1.7M 0.00% NEW $43.68
388 JOBY AVIATION INC 2,000,000.0 $1.7M 0.00% NEW $0.85
389 DTI DRILLING TOOLS I Energy 391,199.0 $1.7M 0.00% NEW $4.33 -31.2%
390 CEVA CEVA INC Technology 88,892.0 $1.7M 0.00% NEW $18.68 +95.1%
391 MITT TPG MORTGAGE INV Real Estate 226,365.0 $1.7M 0.00% NEW $7.31 +2.1%
392 FAF FIRST AMERICAN F Financial Services 27,200.0 $1.6M 0.00% NEW $60.29 +13.8%
393 IART INTEGRA LIFESCIE Healthcare 173,483.0 $1.6M 0.00% NEW $9.42 +49.8%
394 BKU BANKUNITED INC Financial Services 36,138.0 $1.6M 0.00% NEW $45.16 +0.0%
395 GEF GREIF INC-CL A Consumer Cyclical 24,300.0 $1.6M 0.00% NEW $67.07 -6.3%
396 SD SANDRIDGE ENERGY Energy 99,502.0 $1.6M 0.00% NEW $16.31 -6.2%
397 INVX INNOVEX INTERNAT Energy 66,192.0 $1.6M 0.00% NEW $24.39 +24.2%
398 ATLO AMES NATL CORP Financial Services 56,986.0 $1.6M 0.00% NEW $28.22 -1.3%
399 ESEA EUROSEAS LTD Industrials 24,056.0 $1.6M 0.00% NEW $66.85 +4.2%
400 IVVD INVIVYD INC Healthcare 1,226,165.0 $1.6M 0.00% NEW $1.30 -20.0%
Page 20 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%