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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 11 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ASTS AST SPACEMOBILE Technology 239,196.0 $19.8M 0.02% -25K -9.6% $82.87 +4.8%
202 ALAB ASTERA LABS INC Technology 179,550.0 $19.7M 0.02% -169K -48.5% $109.60 +96.7%
203 SN SHARKNINJA INC Consumer Cyclical 183,191.0 $19.4M 0.02% -49K -21.1% $105.90 -0.3%
204 GLOB GLOBANT SA Technology 414,084.0 $19.1M 0.02% -4K -0.8% $46.11 -15.6%
205 ICICI BANK-ADR 730,983.0 $18.9M 0.02% -2.2M -75.2% $25.90
206 DE DEERE & CO Industrials 33,288.0 $18.8M 0.02% -322K -90.6% $563.30 -0.3%
207 AVB AVALONBAY COMMUN Real Estate 113,383.0 $18.5M 0.02% -307K -73.0% $163.35 +10.7%
208 POWI POWER INTEGRATIO Technology 360,161.0 $18.4M 0.02% -134K -27.1% $51.20 +43.0%
209 ATMU ATMUS FILTRATION Industrials 322,609.0 $18.3M 0.02% -242K -42.9% $56.77 -11.3%
210 MU CALL MICRON TECH Technology 54,100.0 $18.3M 0.02% -57K -51.1% $337.84 +114.5%
211 HAE HAEMONETICS CORP Healthcare 320,010.0 $18.0M 0.02% -113K -26.1% $56.36 -0.1%
212 RBRK RUBRIK INC-A Technology 363,031.0 $17.8M 0.02% -81K -18.2% $48.97 +30.2%
213 TRUP TRUPANION INC Financial Services 694,155.0 $17.8M 0.02% -573K -45.2% $25.61 -12.8%
214 CBRE CBRE GROUP INC-A Real Estate 130,945.0 $17.7M 0.02% -452K -77.5% $135.46 -3.7%
215 EXP EAGLE MATERIALS Basic Materials 93,238.0 $17.7M 0.02% -53K -36.0% $189.45 +2.8%
216 KRYS KRYSTAL BIOTECH Healthcare 68,343.0 $17.7M 0.02% -115K -62.8% $258.32 +18.6%
217 XHB SPDR S&P HOMEBUI 175,120.0 $17.3M 0.02% -10K -5.2% $98.72 -2.3%
218 PRU PRUDENTL FINL Financial Services 176,044.0 $17.2M 0.02% -1.2M -87.2% $97.69 +4.3%
219 ATRO ASTRONICS CORP Industrials 251,213.0 $16.8M 0.02% -134K -34.8% $66.73 +20.4%
220 MOD MODINE MFG CO Consumer Cyclical 75,158.0 $16.3M 0.02% -317K -80.8% $216.71 +25.2%
Page 11 of 49  ·  969 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%