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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 6 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CMPS COMPASS PATHWAYS Healthcare 4,038,335.0 $22.3M 0.02% NEW $5.53 +95.0%
102 KLIC KULICKE & SOFFA Technology 339,203.0 $22.3M 0.02% NEW $65.72 +52.8%
103 KWEB CALL KRANESHARES CSI 776,600.0 $22.1M 0.02% NEW $28.43 -1.4%
104 LITHIUM ARGENTIN 3,186,424.0 $21.3M 0.02% NEW $6.68
105 QFIN HOLDINGS INC 25,000,000.0 $21.3M 0.02% NEW $0.85
106 ICE INTERCONT EXCH I Financial Services 134,267.0 $21.1M 0.02% NEW $157.28 -1.7%
107 AMPX AMPRIUS TECHNOLO Industrials 1,227,599.0 $20.7M 0.02% NEW $16.86 -5.6%
108 VOR VOR BIOPHARMA IN Healthcare 1,153,276.0 $20.6M 0.02% NEW $17.84 -19.9%
109 RCAT RED CAT HOLDINGS Technology 1,541,470.0 $20.2M 0.02% NEW $13.09 -28.6%
110 TT TRANE TECHNOLOGI Industrials 48,124.0 $20.1M 0.02% NEW $416.74 +11.8%
111 CRDO PUT CREDO TECHNOLOGY Technology 210,000.0 $19.7M 0.02% NEW $93.87 +74.4%
112 FPS FORGENT POWER SO Industrials 649,634.0 $19.0M 0.02% NEW $29.27 +58.3%
113 BKNG CALL BOOKING HOLDINGS Consumer Cyclical 4,500.0 $18.9M 0.02% NEW $4210.32 -96.4%
114 ULS UL SOLUTIONS I-A Industrials 210,579.0 $18.0M 0.02% NEW $85.71 +15.8%
115 BEN FRANKLIN RES INC Financial Services 757,036.0 $17.9M 0.02% NEW $23.62 +34.9%
116 SNPS PUT SYNOPSYS INC Technology 45,000.0 $17.8M 0.02% NEW $396.48 +25.1%
117 VSH VISHAY INTERTECH Technology 965,932.0 $17.4M 0.02% NEW $18.00 +108.2%
118 PWR QUANTA SERVICES Industrials 30,822.0 $16.9M 0.02% NEW $549.02 +37.5%
119 OWL BLUE OWL CAPITAL Financial Services 1,835,343.0 $16.8M 0.02% NEW $9.13 +3.7%
120 TPH TRI POINTE HOMES Consumer Cyclical 343,484.0 $16.1M 0.02% NEW $46.73 +0.5%
Page 6 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%