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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 13 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HLIT HARMONIC INC Technology 1,445,279.0 $13.0M 0.01% -397K -21.5% $8.98 +39.6%
242 FXI PUT ISHARES CHINA LA 360,500.0 $12.9M 0.01% -717K -66.5% $35.90 +0.7%
243 AMBA AMBARELLA INC Technology 249,542.0 $12.8M 0.01% -69K -21.6% $51.48 +53.2%
244 CLH CLEAN HARBORS Industrials 44,477.0 $12.8M 0.01% -20K -31.1% $286.73 +5.2%
245 TDY TELEDYNE TECH Technology 20,980.0 $12.7M 0.01% -130K -86.1% $605.01 +1.9%
246 KEY KEYCORP Financial Services 631,715.0 $12.7M 0.01% -741K -54.0% $20.05 +4.9%
247 BUD ANHEUSER-SPN ADR Consumer Defensive 182,101.0 $12.6M 0.01% -24K -11.4% $69.37 +17.2%
248 PSEC PROSPECT CAPITAL Financial Services 4,751,220.0 $12.4M 0.01% -1.5M -23.5% $2.61 -16.5%
249 WEC ENERGY GROUP INC 10,000,000.0 $12.4M 0.01% -15.0M -60.0% $1.24
250 VICI VICI PROPERTIES Real Estate 446,729.0 $12.2M 0.01% -2.3M -83.8% $27.32 +2.1%
251 ARMOUR RESIDENTI 723,520.0 $12.1M 0.01% -632K -46.6% $16.68
252 RL RALPH LAUREN COR Consumer Cyclical 35,039.0 $12.1M 0.01% -77K -68.8% $343.99 -5.0%
253 UTI UNIVERSAL TECHNI Consumer Defensive 333,716.0 $12.0M 0.01% -99K -22.8% $36.10 +9.6%
254 CTLP CANTALOUPE INC Technology 1,108,581.0 $12.0M 0.01% -392K -26.1% $10.81 +3.6%
255 PEN PENUMBRA INC Healthcare 36,280.0 $11.9M 0.01% -69K -65.6% $328.37 -1.8%
256 LEG LEGGETT & PLATT Consumer Cyclical 1,169,326.0 $11.6M 0.01% -944K -44.7% $9.88 -7.2%
257 LW LAMB WESTON Consumer Defensive 273,192.0 $11.5M 0.01% -749K -73.3% $42.26 +4.3%
258 UTZ UTZ BRANDS INC Consumer Defensive 1,457,204.0 $11.5M 0.01% -201K -12.1% $7.92 -11.1%
259 SANM SANMINA CORP Technology 88,638.0 $11.5M 0.01% -340K -79.3% $129.64 +81.5%
260 MDGL MADRIGAL PHARMAC Healthcare 21,902.0 $11.5M 0.01% -18K -44.7% $523.47 +0.0%
Page 13 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%