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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 34 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 INDB INDEP BANK/MA Financial Services 5,399.0 $406K NEW $75.21 +1.1%
662 SNN SMITH & NEPH-ADR Healthcare 12,693.0 $403K NEW $31.78 -7.0%
663 NMIH NMI HOLDINGS INC Financial Services 10,700.0 $401K NEW $37.51 +0.1%
664 URA GLOBAL X URANIUM 8,169.0 $396K NEW $48.43 +0.5%
665 HOMB HOME BANCSHARES Financial Services 14,501.0 $391K NEW $26.93 -4.6%
666 LZ LEGALZOOMCOM INC Industrials 68,225.0 $387K NEW $5.67 +5.8%
667 VNT VONTIER CORP Technology 10,900.0 $387K NEW $35.47 -21.0%
668 AMZA INFRACAP MLP ETF 8,287.0 $382K NEW $46.09 +6.2%
669 USMC PRIN US MC ETF 5,905.0 $380K NEW $64.31 +12.9%
670 AEHR AEHR TEST SYSTEM Technology 10,211.0 $379K NEW $37.08 +125.4%
671 PAHC PHIBRO ANIMAL-A Healthcare 6,834.0 $378K NEW $55.31 -37.9%
672 ZG ZILLOW GROUP I-A Communication Services 9,100.0 $377K NEW $41.39 -8.0%
673 RM REGIONAL MANAGEM Financial Services 11,640.0 $375K NEW $32.25 +6.0%
674 MTD METTLER-TOLEDO Healthcare 297.0 $375K NEW $1261.20 -18.2%
675 KEX KIRBY CORP Industrials 2,800.0 $372K NEW $132.88 +9.6%
676 USAU US GOLD CORP Basic Materials 24,489.0 $372K NEW $15.19 +4.6%
677 SPRO SPERO THERAPEUTI Healthcare 157,072.0 $368K NEW $2.34 +10.3%
678 PEGA PEGASYSTEMS INC Technology 8,551.0 $364K NEW $42.56 -20.8%
679 BZH BEAZER HOMES USA Consumer Cyclical 18,629.0 $358K NEW $19.24 +13.8%
680 TRT TRIO-TECH INTL Technology 61,968.0 $358K NEW $5.78 +246.9%
Page 34 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%