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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 28 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DSGN DESIGN THERAPEUT Healthcare 151,008.0 $1.6M 0.00% -75K -33.0% $10.64 +0.6%
542 SEB SEABOARD CORP Industrials 277.0 $1.6M 0.00% -988.0 -78.1% $5654.02 -17.7%
543 TG TREDEGAR CORP Industrials 196,738.0 $1.6M 0.00% -2K -1.0% $7.95 -6.3%
544 SEDG SOLAREDGE TECHNO Energy 30,600.0 $1.6M 0.00% -522K -94.5% $51.05 +8.2%
545 VGZ VISTA GOLD CORP Basic Materials 796,263.0 $1.6M 0.00% -473K -37.3% $1.96 +10.7%
546 SPSC SPS COMMERCE INC Technology 27,942.0 $1.6M 0.00% -17K -38.0% $55.67 -4.7%
547 TMDX TRANSMEDICS GROU Healthcare 15,646.0 $1.6M 0.00% -175K -91.8% $99.41 -31.3%
548 LFST LIFESTANCE HEALT Healthcare 237,927.0 $1.5M 0.00% -101K -29.8% $6.37 +22.4%
549 DYN DYNE THERAPEUTIC Healthcare 83,147.0 $1.5M 0.00% -594K -87.7% $18.13 -8.8%
550 ITUB ITAU UNIBANC-ADR Financial Services 179,355.0 $1.5M 0.00% -3.1M -94.6% $8.38 -5.8%
551 LIBERTY MEDIA CO 19,154.0 $1.5M 0.00% -5K -20.5% $78.08
552 IBEX IBEX LTD Technology 55,539.0 $1.5M 0.00% -14K -20.2% $26.82 +15.3%
553 JCI JOHNSON CONTROLS Industrials 11,357.0 $1.5M 0.00% -43K -78.9% $130.95 +4.9%
554 GCO GENESCO INC Consumer Cyclical 51,296.0 $1.5M 0.00% -123K -70.6% $28.99 +11.1%
555 OTG ACQUISITIO-A 147,745.0 $1.5M 0.00% -77K -34.3% $10.06
556 LHX L3HARRIS TECHNOL Industrials 4,285.0 $1.5M 0.00% -73K -94.5% $345.15 -9.8%
557 CNXC CONCENTRIX CORP Technology 53,994.0 $1.5M 0.00% -341K -86.3% $27.36 -12.5%
558 EXPO EXPONENT INC Industrials 22,572.0 $1.5M 0.00% -78K -77.5% $65.25 -12.1%
559 NATIONAL CINEMED 476,585.0 $1.5M 0.00% -179K -27.2% $3.05
560 SNOW SNOWFLAKE INC Technology 9,619.0 $1.5M 0.00% -26K -73.1% $150.82 +8.9%
Page 28 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%