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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 14 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SYM SYMBOTIC INC Industrials 212,918.0 $11.3M 0.01% -358K -62.7% $53.20 -11.1%
262 HNGE HINGE HEALTH-A Healthcare 290,425.0 $11.2M 0.01% -882K -75.2% $38.56 +41.3%
263 S SENTINELONE IN-A Technology 867,838.0 $11.2M 0.01% -1.7M -65.7% $12.88 +30.9%
264 ARLO ARLO TECHNOLOGIE Industrials 778,084.0 $11.1M 0.01% -1.4M -64.7% $14.23 -9.0%
265 BORR DRILLING LT 1,891,888.0 $10.9M 0.01% -2.7M -58.6% $5.77
266 NHI NATL HEALTH INV Real Estate 134,141.0 $10.8M 0.01% -116K -46.3% $80.86 -7.7%
267 NCNO NCINO INC Technology 722,884.0 $10.8M 0.01% -511K -41.4% $14.98 -0.1%
268 FLYW FLYWIRE CORP-VOT Technology 925,285.0 $10.8M 0.01% -15K -1.6% $11.64 +38.0%
269 KMI KINDER MORGAN IN Energy 321,059.0 $10.8M 0.01% -1.5M -82.2% $33.53 +0.3%
270 DQ DAQO NEW ENE-ADR Technology 505,591.0 $10.8M 0.01% -62K -10.9% $21.27 -14.5%
271 OSCR OSCAR HEALTH -A Healthcare 922,646.0 $10.6M 0.01% -112K -10.9% $11.47 +103.3%
272 EQIX EQUINIX INC Real Estate 10,738.0 $10.5M 0.01% -73K -87.2% $980.24 +8.1%
273 TFIN TRIUMPH FINANCIA Financial Services 173,645.0 $10.4M 0.01% -72K -29.3% $59.66 +3.3%
274 VRT VERTIV HOLDING-A Industrials 41,154.0 $10.3M 0.01% -2.6M -98.5% $250.58 +48.0%
275 LTM LATAM AIRLINES G Industrials 208,253.0 $10.3M 0.01% -107K -34.0% $49.44 -5.1%
276 LUNR INTUITIVE MACHIN Industrials 538,310.0 $10.0M 0.01% -722K -57.3% $18.56 +82.6%
277 NKE NIKE INC -CL B Consumer Cyclical 188,809.0 $10.0M 0.01% -211K -52.8% $52.82 -20.7%
278 BBB FOODS INC-A 280,850.0 $9.9M 0.01% -187K -39.9% $35.37
279 AN AUTONATION INC Consumer Cyclical 50,470.0 $9.9M 0.01% -77K -60.4% $195.26 -6.8%
280 HRTG HERITAGE INSURAN Financial Services 374,906.0 $9.8M 0.01% -153K -28.9% $26.25 -10.8%
Page 14 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%