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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 38 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SNEX STONEX GROUP INC Financial Services 5,258.0 $424K -67K -92.7% $80.65 +36.7%
742 PCOR PROCORE TECHNOLO Technology 7,433.0 $424K -41K -84.7% $57.00 -18.7%
743 UAL CALL UNITED AIRLINES Industrials 4,600.0 $424K -3K -36.1% $92.07 +0.8%
744 AM ANTERO MIDSTREAM Energy 18,525.0 $422K -144K -88.6% $22.80 -2.3%
745 BKNG PUT BOOKING HOLDINGS Consumer Cyclical 100.0 $421K -100.0 -50.0% $4210.32 -96.3%
746 WABC WESTAMERICA BANC Financial Services 7,900.0 $412K -3K -29.0% $52.15 +3.1%
747 IAC IAC INC Technology 10,240.0 $410K -154.0 -1.5% $40.03 -0.4%
748 CCCC C4 THERAPEUTICS Healthcare 155,495.0 $409K -110K -41.3% $2.63 +22.4%
749 ENPH PUT ENPHASE ENERGY Energy 10,800.0 $408K -12K -52.6% $37.81 +39.9%
750 TENB TENABLE HOLDINGS Technology 23,916.0 $404K -677K -96.6% $16.91 +27.1%
751 GMAB GENMAB A/S-S ADR Healthcare 15,000.0 $402K -343K -95.8% $26.83 -1.1%
752 ROP ROPER TECHNOLOGI Industrials 1,137.0 $402K -39K -97.2% $353.86 -9.3%
753 BTG B2GOLD CORP Basic Materials 87,800.0 $398K -8.5M -99.0% $4.53 +3.8%
754 WK WORKIVA INC Technology 6,618.0 $395K -9K -57.8% $59.63 -20.5%
755 WST WEST PHARMACEUT Healthcare 1,573.0 $394K -34K -95.6% $250.64 +20.8%
756 KLRS KALARIS THERAPEU Healthcare 67,879.0 $392K -5K -6.9% $5.77 -17.9%
757 IBKR PUT INTERACTIVE BROK Financial Services 5,800.0 $389K -24K -80.8% $67.07 +29.7%
758 FRST PRIMIS FINANCIAL Financial Services 29,244.0 $388K -37K -55.9% $13.28 +4.1%
759 LITS LITE STRATEGY IN Healthcare 333,508.0 $387K -426K -56.1% $1.16 -5.6%
760 WOOF PETCO HEALTH AND Consumer Cyclical 139,125.0 $387K -27K -16.1% $2.78 -10.1%
Page 38 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%