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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 21 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DKS DICK'S SPORTING Consumer Cyclical 19,922.0 $4.0M 0.00% -343K -94.5% $198.29 +9.2%
402 EQX EQUINOX GOLD COR Basic Materials 270,540.0 $3.9M 0.00% -819K -75.2% $14.46 -8.5%
403 IOT SAMSARA INC-CL A Technology 123,352.0 $3.9M 0.00% -436K -78.0% $31.69 -6.7%
404 HGV HILTON GRAND VAC Consumer Cyclical 99,869.0 $3.9M 0.00% -129K -56.4% $39.12 +14.7%
405 DEI DOUGLAS EMMETT Real Estate 414,245.0 $3.9M 0.00% -519K -55.6% $9.42 +24.0%
406 BLMN BLOOMIN' BRANDS Consumer Cyclical 716,128.0 $3.9M 0.00% -428K -37.4% $5.40 +48.9%
407 CGNX COGNEX CORP Technology 78,691.0 $3.9M 0.00% -27K -25.8% $48.99 +26.4%
408 BWXT BWX TECHNOLOGIES Industrials 18,782.0 $3.8M 0.00% -34K -64.7% $204.49 -1.2%
409 WFC WELLS FARGO & CO Financial Services 48,100.0 $3.8M 0.00% -952K -95.2% $79.61 -7.8%
410 RACE FERRARI NV Consumer Cyclical 11,305.0 $3.8M 0.00% -342K -96.8% $337.13 -4.7%
411 PXED PHOENIX EDUCATIO Consumer Defensive 120,728.0 $3.8M 0.00% -82K -40.3% $31.46 -6.7%
412 CLFD CLEARFIELD INC Technology 141,659.0 $3.7M 0.00% -11K -7.2% $26.47 +63.4%
413 WCN WASTE CONNECTION Industrials 22,982.0 $3.7M 0.00% -318K -93.2% $162.44 -3.6%
414 DLB DOLBY LABORATO-A Technology 60,931.0 $3.7M 0.00% -185K -75.3% $60.06 -9.7%
415 AR ANTERO RESOURCES Energy 86,168.0 $3.7M 0.00% -402K -82.4% $42.44 -9.6%
416 KN KNOWLES CORP Technology 141,574.0 $3.6M 0.00% -64K -31.3% $25.68 +36.8%
417 NRG NRG ENERGY Utilities 24,702.0 $3.6M 0.00% -211K -89.5% $146.14 -12.5%
418 SVV SAVERS VALUE VIL Consumer Cyclical 484,862.0 $3.6M 0.00% -522K -51.9% $7.44 -4.2%
419 NIC NICOLET BANKSHAR Financial Services 23,672.0 $3.5M 0.00% -12K -33.6% $148.62 -7.7%
420 WPM WHEATON PRECIOUS Basic Materials 26,800.0 $3.5M 0.00% -245K -90.1% $131.01 -0.5%
Page 21 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%