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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 22 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ACHC ACADIA HEALTHCAR Healthcare 149,196.0 $3.5M 0.00% -321K -68.3% $23.39 +8.2%
422 MX MAGNACHIP SEMICO Technology 1,244,622.0 $3.5M 0.00% -41K -3.2% $2.80 +45.4%
423 WMT CALL WALMART INC Consumer Defensive 27,700.0 $3.4M 0.00% -129K -82.3% $124.28 +5.8%
424 YELP YELP INC Communication Services 138,186.0 $3.4M 0.00% -19K -11.8% $24.74 -12.5%
425 CRMD CORMEDIX INC Healthcare 502,965.0 $3.4M 0.00% -1.5M -74.4% $6.79 +11.2%
426 FLNA FILANA THERAPEUT Healthcare 2,012,543.0 $3.4M 0.00% -103K -4.9% $1.69 -29.6%
427 KRUS KURA SUSHI USA-A Consumer Cyclical 47,982.0 $3.3M 0.00% -13K -20.8% $69.79 -27.7%
428 SLVM SYLVAMO CORP Basic Materials 79,251.0 $3.3M 0.00% -15K -15.7% $42.24 -11.4%
429 TTI TETRA TECHNOLOGI Energy 392,407.0 $3.3M 0.00% -4K -1.1% $8.52 +23.5%
430 BIOA BIOAGE LABS INC Healthcare 190,472.0 $3.3M 0.00% -32K -14.6% $17.49 -12.3%
431 GPCR STRUCTURE THERAP Healthcare 69,107.0 $3.3M 0.00% -99K -59.0% $48.20 -19.7%
432 CAPR CAPRICOR THERAPE Healthcare 109,531.0 $3.3M 0.00% -12K -10.2% $30.40 -7.8%
433 BEAM BEAM THERAPEUTIC Healthcare 139,241.0 $3.3M 0.00% -807K -85.3% $23.83 +12.5%
434 CODI COMPASS DIVERSIF Industrials 421,861.0 $3.3M 0.00% -359K -46.0% $7.86 +52.9%
435 GSIT GSI TECHNOLOGY Technology 639,027.0 $3.3M 0.00% -88K -12.1% $5.14 +87.5%
436 OLN OLIN CORP Basic Materials 107,320.0 $3.2M 0.00% -104K -49.2% $29.73 -9.9%
437 T AT&T INC Communication Services 109,146.0 $3.2M 0.00% -2.5M -95.8% $28.99 -17.1%
438 DOC HEALTHPEAK PROPE Real Estate 190,448.0 $3.1M 0.00% -1.0M -84.6% $16.43 +17.8%
439 QCOM QUALCOMM INC Technology 24,199.0 $3.1M 0.00% -480K -95.2% $128.78 +56.5%
440 CDE COEUR MINING INC Basic Materials 165,892.0 $3.1M 0.00% -2.4M -93.6% $18.77 -6.8%
Page 22 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%