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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 23 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FXI ISHARES CHINA LA 86,419.0 $3.1M 0.00% -379K -81.5% $35.90 +1.1%
442 DNUT KRISPY KREME INC Consumer Defensive 915,052.0 $3.1M 0.00% -1.2M -57.7% $3.39 -5.9%
443 EYE NATIONAL VISION Consumer Cyclical 119,280.0 $3.1M 0.00% -8K -6.6% $25.90 -33.5%
444 BRKR BRUKER CORP Healthcare 85,440.0 $3.1M 0.00% -1.0M -92.2% $36.12 +18.2%
445 EVTL VERTICAL AEROSPA Industrials 1,394,927.0 $3.1M 0.00% -307K -18.0% $2.21 +7.9%
446 INMD INMODE LTD Healthcare 224,715.0 $3.1M 0.00% -64K -22.1% $13.68 +2.4%
447 AAON AAON INC Industrials 36,481.0 $3.0M 0.00% -40K -52.5% $82.75 +60.5%
448 APA APA CORP Energy 70,604.0 $3.0M 0.00% -145K -67.2% $42.44 -4.3%
449 WWW WOLVERINE WORLD Consumer Cyclical 182,056.0 $3.0M 0.00% -346K -65.5% $16.32 -8.7%
450 NTCT NETSCOUT SYSTEMS Technology 92,915.0 $3.0M 0.00% -301K -76.4% $31.79 +22.5%
451 MGPI MGP INGREDIENTS Consumer Defensive 160,381.0 $2.9M 0.00% -78K -32.7% $18.39 -3.4%
452 EAT BRINKER INTL Consumer Cyclical 20,626.0 $2.9M 0.00% -86K -80.6% $142.77 -10.6%
453 BLND BLEND LABS INC-A Technology 1,731,356.0 $2.9M 0.00% -11K -0.6% $1.70 -12.1%
454 RHLD RESOLUTE Industrials 18,089.0 $2.9M 0.00% -4K -18.3% $162.30 -32.8%
455 FNV FRANCO-NEVADA CO Basic Materials 11,853.0 $2.9M 0.00% -180K -93.8% $247.05 -9.7%
456 FOXA FOX CORP - A Communication Services 48,889.0 $2.9M 0.00% -6K -10.2% $58.40 +11.6%
457 NTST NETSTREIT CORP Real Estate 151,039.0 $2.8M 0.00% -206K -57.7% $18.83 +10.1%
458 EZPW EZCORP INC-A Financial Services 111,436.0 $2.8M 0.00% -109K -49.5% $25.38 +27.2%
459 LEIDOS HOLDINGS 17,790.0 $2.8M 0.00% -25K -58.3% $155.52
460 COMMERCE.COM INC 1,026,935.0 $2.7M 0.00% -475K -31.6% $2.67
Page 23 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%