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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 17 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BCPC BALCHEM CORP Basic Materials 41,097.0 $7.0M 0.01% -1K -3.3% $169.48 -5.9%
322 HUN HUNTSMAN CORP Basic Materials 521,680.0 $6.9M 0.01% -190K -26.7% $13.31 +2.9%
323 CNA CNA FINL CORP Financial Services 150,420.0 $6.9M 0.01% -32K -17.4% $45.92 -3.3%
324 MARA HOLDINGS INC 7,500,000.0 $6.9M 0.01% -7.5M -50.0% $0.92
325 IEX IDEX CORP Industrials 36,207.0 $6.9M 0.01% -119K -76.7% $189.55 +9.6%
326 AXTI AXT INC Technology 120,388.0 $6.9M 0.01% -72K -37.3% $56.98 +85.8%
327 GPN GLOBAL PAYMENTS Industrials 100,137.0 $6.7M 0.01% -860K -89.6% $67.30 +0.4%
328 KRE SPDR S&P REG BAN 103,275.0 $6.7M 0.01% -1.5M -93.4% $65.15 +4.3%
329 CNTA CENTESSA PHARMAC Healthcare 168,177.0 $6.7M 0.01% -48K -22.2% $39.72 -0.2%
330 ESLT ELBIT SYSTEMS Industrials 7,828.0 $6.6M 0.01% -41K -84.0% $849.09 -11.7%
331 LVS LAS VEGAS SANDS Consumer Cyclical 121,657.0 $6.6M 0.01% -1K -0.9% $53.88 -5.0%
332 OLLI OLLIE'S BARGAIN Consumer Defensive 69,117.0 $6.4M 0.01% -105K -60.3% $92.04 -14.7%
333 RRX REGAL REXNORD CO Industrials 33,879.0 $6.3M 0.01% -187K -84.6% $187.26 +5.3%
334 PAC GRUPO AEROPO DEL PACIFICO-ADR Industrials 25,638.0 $6.3M 0.01% -14K -35.0% $246.87 -3.4%
335 SBS SABESP-ADR Utilities 207,164.0 $6.3M 0.01% -83K -28.7% $30.51 -81.3%
336 AXIA ENERGIA-ADR 558,410.0 $6.3M 0.01% -489K -46.7% $11.28
337 PI IMPINJ INC Technology 61,319.0 $6.3M 0.01% -5K -7.7% $102.70 +35.1%
338 OCUL OCULAR THERAPEUT Healthcare 740,803.0 $6.3M 0.01% -636K -46.2% $8.47 +8.1%
339 MP MP MATERIALS COR Basic Materials 129,520.0 $6.3M 0.01% -25K -16.4% $48.26 +27.0%
340 HCI HCI GROUP INC Financial Services 39,640.0 $6.1M 0.01% -5K -10.3% $154.61 +1.2%
Page 17 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%