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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 12 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RIGL RIGEL PHARMACEUT Healthcare 598,378.0 $16.2M 0.02% -15K -2.5% $27.04 +7.3%
222 MASI MASIMO CORP Healthcare 90,657.0 $16.1M 0.02% -129K -58.7% $177.87 +0.3%
223 INVH INVITATION HOMES Real Estate 612,947.0 $15.2M 0.01% -2.3M -79.1% $24.85 +12.4%
224 CRH PLC 144,191.0 $15.2M 0.01% -468K -76.5% $105.12
225 IMMX IMMIX BIOPHARMA Healthcare 1,641,552.0 $15.0M 0.01% -337K -17.0% $9.11 +9.1%
226 APPF APPFOLIO INC - A Technology 93,771.0 $14.8M 0.01% -76K -44.8% $157.82 +0.1%
227 GT GOODYEAR TIRE Consumer Cyclical 2,202,725.0 $14.6M 0.01% -484K -18.0% $6.63 -14.9%
228 PRAXIS PRECISION 45,149.0 $14.5M 0.01% -24K -34.8% $322.19
229 GOOS CANADA GOOSE HOL Consumer Cyclical 1,299,326.0 $14.3M 0.01% -241K -15.7% $10.97 -12.8%
230 TPL TEXAS PACIFIC LA Energy 29,789.0 $14.1M 0.01% -27K -48.0% $474.56 -18.8%
231 PFE PUT PFIZER INC Healthcare 500,000.0 $14.0M 0.01% -1.3M -72.2% $28.08 -9.8%
232 PH PARKER HANNIFIN Industrials 15,516.0 $13.9M 0.01% -69K -81.7% $895.24 -3.6%
233 WLY WILEY JOHN&SON-A Communication Services 359,321.0 $13.7M 0.01% -41K -10.3% $38.10 +4.7%
234 TTAN SERVICETITAN INC Technology 213,873.0 $13.6M 0.01% -145K -40.4% $63.46 -7.8%
235 ITRI ITRON INC Technology 150,959.0 $13.5M 0.01% -100K -39.8% $89.63 -11.6%
236 STLA STELLANTIS NV Consumer Cyclical 1,887,859.0 $13.4M 0.01% -13.3M -87.5% $7.09 +5.6%
237 RF REGIONS FINANCIA Financial Services 509,217.0 $13.3M 0.01% -2.0M -79.9% $26.12 +2.1%
238 REAL REALREAL INC/THE Consumer Cyclical 1,458,040.0 $13.2M 0.01% -756K -34.1% $9.08 -0.2%
239 AOS SMITH (A.O.)CORP Industrials 200,505.0 $13.2M 0.01% -243K -54.8% $65.94 -14.0%
240 YUMC YUM CHINA HOLDIN Consumer Cyclical 266,850.0 $13.1M 0.01% -54K -16.8% $49.16 -7.4%
Page 12 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%