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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 40 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CL COLGATE-PALMOLIV Consumer Defensive 4,000.0 $341K -1.1M -99.6% $85.23 +5.5%
782 SAH SONIC AUTOMOTI-A Consumer Cyclical 4,945.0 $339K -23K -82.5% $68.57 +7.9%
783 DCH DAUCH CORPORATIO Industrials 57,129.0 $339K -1.2M -95.5% $5.93 +7.3%
784 CSTM CONSTELLIUM SE Basic Materials 13,775.0 $339K -35K -71.7% $24.58 +29.8%
785 VICR VICOR CORP Technology 2,100.0 $338K -102K -98.0% $161.00 +70.0%
786 XPERI INC 60,261.0 $337K -14K -18.7% $5.60
787 NPCE NEUROPACE INC Healthcare 25,451.0 $335K -6K -18.0% $13.15 +16.8%
788 INSW INTERNATIONAL SE Energy 4,590.0 $335K -2K -32.8% $72.88 +16.1%
789 ANET CALL ARISTA NETWORKS Technology 2,700.0 $332K -700.0 -20.6% $122.78 +15.4%
790 FCCO FIRST COMTY CORP Financial Services 11,328.0 $331K -34K -75.0% $29.23 +1.4%
791 EMPD EMPERY DIGITAL I Consumer Cyclical 77,926.0 $330K -409K -84.0% $4.23 +14.2%
792 NUVL NUVALENT INC-A Healthcare 3,194.0 $327K -21K -86.7% $102.45 -0.1%
793 VINP VINCI COMPASS IN Financial Services 30,976.0 $327K -49K -61.2% $10.55 -2.6%
794 CHGG CHEGG INC Consumer Defensive 437,514.0 $324K -385K -46.8% $0.74 +39.2%
795 WDH WATERDROP INC Financial Services 199,434.0 $323K -173K -46.5% $1.62 -3.7%
796 ESI ELEMENT SOLUTION Basic Materials 9,440.0 $322K -3K -23.2% $34.14 +24.0%
797 IBB CALL ISHARES NASDAQ B 1,900.0 $321K -17K -90.0% $168.85 -2.9%
798 FSLY FASTLY INC -CL A Technology 10,989.0 $319K -244K -95.7% $29.06 -41.5%
799 G GENPACT Technology 8,501.0 $317K -19K -69.1% $37.25 -22.0%
800 QUAD QUAD GRAPHICS IN Industrials 47,842.0 $316K -254K -84.2% $6.61 +9.1%
Page 40 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%