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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 37 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 VBNK VERSABANK Financial Services 34,718.0 $492K -30K -46.5% $14.17 +20.7%
722 NSP INSPERITY INC Industrials 18,114.0 $490K -20K -52.1% $27.04 +11.8%
723 CNTN CANTON STRATEGIC Healthcare 149,600.0 $489K -190K -56.0% $3.27 -0.3%
724 HYNE HOYNE BANCORP IN Financial Services 33,707.0 $488K -3K -8.0% $14.47 +8.0%
725 RMBS RAMBUS INC Technology 5,526.0 $475K -11K -66.1% $86.03 +47.7%
726 CMB TECH NV 37,331.0 $472K -398K -91.4% $12.65
727 CORZ CORE SCIENTIFIC Technology 31,565.0 $472K -1.4M -97.8% $14.96 +61.8%
728 FPH FIVE POINT HOL-A Real Estate 97,078.0 $470K -43K -30.9% $4.84 -2.7%
729 MVBF MVB FINANCIAL CO Financial Services 18,510.0 $460K -33K -64.2% $24.83 +0.9%
730 TTWO TAKE-TWO INTERAC Communication Services 2,322.0 $459K -546K -99.6% $197.50 +22.8%
731 ORA ORMAT TECHNOLOGI Utilities 4,050.0 $453K -36K -89.8% $111.92 +17.5%
732 TON STRATEGY CO 182,551.0 $451K -129K -41.4% $2.47
733 NUVB NUVATION BIO INC Healthcare 103,546.0 $444K -1.1M -91.6% $4.29 +0.7%
734 ATR APTARGROUP INC Healthcare 3,459.0 $436K -4K -51.7% $126.02 -8.1%
735 PRTA PROTHENA CORP PL Healthcare 44,574.0 $433K -10K -18.6% $9.72 +0.4%
736 ELPC COPEL-ADR Utilities 36,231.0 $433K -154K -80.9% $11.94 -1.8%
737 MNDY MONDAY.COM LTD Technology 6,259.0 $433K -461K -98.7% $69.11 +4.1%
738 MIRM MIRUM PHARMACEUT Healthcare 4,650.0 $430K -98K -95.5% $92.38 +10.6%
739 PTEN PATTERSON-UTI Energy 39,441.0 $427K -212K -84.3% $10.83 +14.7%
740 NSSC NAPCO SECURITY Industrials 10,839.0 $427K -87K -88.9% $39.39 -8.0%
Page 37 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%