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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 4 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM PUT IBM Technology 148,000.0 $35.9M 0.04% NEW $242.39 -9.9%
62 BMNR PUT BITMINE IMMERSIO Financial Services 1,805,000.0 $35.7M 0.04% NEW $19.78 +0.5%
63 DVN DEVON ENERGY CO Energy 702,337.0 $35.3M 0.04% NEW $50.32 -6.1%
64 CTAS CINTAS CORP Industrials 208,000.0 $35.2M 0.04% NEW $169.14 -1.9%
65 VRSN VERISIGN INC Technology 141,543.0 $35.2M 0.04% NEW $248.36 +18.0%
66 WM WASTE MANAGEMENT Industrials 150,632.0 $34.6M 0.03% NEW $229.79 -4.8%
67 TAP MOLSON COORS-B Consumer Defensive 787,304.0 $33.9M 0.03% NEW $43.06 -5.2%
68 SN PUT SHARKNINJA INC Consumer Cyclical 319,000.0 $33.8M 0.03% NEW $105.90 +0.8%
69 ELAN ELANCO ANIMAL HE Healthcare 1,382,412.0 $33.1M 0.03% NEW $23.93 -9.6%
70 PAYP PAYPAY CORP Technology 1,534,303.0 $32.7M 0.03% NEW $21.34 -7.3%
71 EVR EVERCORE INC Financial Services 109,630.0 $32.7M 0.03% NEW $298.51 +14.3%
72 XLK SPDR-TECH SEL S 245,729.0 $32.7M 0.03% NEW $132.90 +32.7%
73 KRE PUT SPDR S&P REG BAN 500,000.0 $32.6M 0.03% NEW $65.15 +2.8%
74 QCOM PUT QUALCOMM INC Technology 251,000.0 $32.3M 0.03% NEW $128.78 +55.4%
75 ITT ITT INC Industrials 168,534.0 $32.1M 0.03% NEW $190.53 +6.5%
76 ICHR ICHOR HOLDINGS L Technology 688,822.0 $32.1M 0.03% NEW $46.61 +59.9%
77 U UNITY SOFTWARE I Technology 1,445,759.0 $31.7M 0.03% NEW $21.94 +24.3%
78 NOW PUT SERVICENOW INC Technology 300,000.0 $31.4M 0.03% NEW $104.55 -13.4%
79 VDE VANGUARD ENERG E 174,266.0 $30.2M 0.03% NEW $173.04 -2.7%
80 ZTS PUT ZOETIS INC Healthcare 251,300.0 $29.7M 0.03% NEW $118.21 -36.1%
Page 4 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%