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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 20 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 UNH CALL UNITEDHEALTH GRP Healthcare 16,500.0 $4.5M 0.00% -8K -34.0% $270.59 +45.6%
382 ALG ALAMO GROUP Industrials 27,027.0 $4.5M 0.00% -30K -52.8% $164.97 -8.3%
383 FITB FIFTH THIRD BANC Financial Services 94,321.0 $4.4M 0.00% -158K -62.7% $46.46 +1.9%
384 FLOC FLOWCO HOLDINGS Energy 208,086.0 $4.3M 0.00% -64K -23.6% $20.60 +32.6%
385 DXCM DEXCOM Healthcare 68,214.0 $4.3M 0.00% -124K -64.5% $62.80 -1.9%
386 WDC PUT WESTERN DIGITAL Technology 15,800.0 $4.3M 0.00% -27K -62.9% $270.49 +78.2%
387 EXTR EXTREME NETWORKS Technology 281,985.0 $4.3M 0.00% -127K -31.1% $15.08 +63.5%
388 MAN MANPOWERGROUP IN Industrials 143,886.0 $4.2M 0.00% -292K -67.0% $29.46 -11.8%
389 PZZA PAPA JOHN'S INTL Consumer Cyclical 129,598.0 $4.2M 0.00% -207K -61.5% $32.41 +7.2%
390 CERT CERTARA INC Healthcare 730,882.0 $4.2M 0.00% -67K -8.4% $5.70 -20.0%
391 RALLIANT CORP 99,337.0 $4.1M 0.00% -141K -58.6% $41.59
392 LGN LEGENCE CORP-A Industrials 73,153.0 $4.1M 0.00% -227K -75.7% $56.46 +49.3%
393 ZEVRA THERAPEUTI 439,952.0 $4.1M 0.00% -230K -34.3% $9.32
394 PNTG PENNANT GROUP Healthcare 134,283.0 $4.1M 0.00% -83K -38.3% $30.48 +16.6%
395 MCS MARCUS CORP Communication Services 235,616.0 $4.0M 0.00% -76K -24.3% $17.17 +1.0%
396 CPA COPA HOLDIN-CL A Industrials 35,107.0 $4.0M 0.00% -128K -78.5% $113.61 +15.9%
397 GCMG GCM GROSVENOR-A Financial Services 406,504.0 $4.0M 0.00% -406K -50.0% $9.80 +8.7%
398 GOOGL CALL ALPHABET INC-A Communication Services 13,800.0 $4.0M 0.00% -102K -88.1% $287.56 +38.0%
399 ANRO ALTO NEUROSCIENC Healthcare 176,347.0 $4.0M 0.00% -17K -8.7% $22.48 -3.0%
400 CPS COOPER-STANDARD Consumer Cyclical 141,987.0 $4.0M 0.00% -64K -31.1% $27.87 -3.6%
Page 20 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%