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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 44 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TIZIANA LIFE SCI 157,566.0 $184K -124K -44.1% $1.17
862 ANET PUT ARISTA NETWORKS Technology 1,500.0 $184K -172K -99.1% $122.78 +15.4%
863 LULU CALL LULULEMON ATH Consumer Cyclical 1,200.0 $184K -500.0 -29.4% $153.10 -22.2%
864 CNTB CONNECT BIOPHARM Healthcare 66,013.0 $173K -62K -48.6% $2.62 -9.2%
865 VLRS CONTROLADORA-ADR Industrials 23,518.0 $170K -98K -80.6% $7.24 -9.8%
866 MESOBLAST LT-ADR 11,057.0 $170K -5K -30.1% $15.38
867 W CALL WAYFAIR INC- A Consumer Cyclical 2,200.0 $165K -2K -45.0% $75.21 -22.6%
868 ITB ISHARES-DJ HO CO 1,800.0 $163K -10K -84.5% $90.55 -3.3%
869 FWRG FIRST WATCH REST Consumer Cyclical 15,398.0 $161K -512K -97.1% $10.48 +7.2%
870 IMSR TERRESTRIAL ENER Energy 26,277.0 $158K -5K -14.9% $6.00 +21.7%
871 ALIT ALIGHT INC-CL A Technology 271,058.0 $157K -1.4M -84.0% $0.58 +38.3%
872 FDMT 4D MOLECULAR THE Healthcare 16,728.0 $156K -11K -39.7% $9.31 -1.7%
873 SGRY SURGERY PARTNERS Healthcare 12,826.0 $153K -18K -58.4% $11.92 +17.0%
874 SNOW PUT SNOWFLAKE INC Technology 1,000.0 $151K -7K -87.7% $150.82 +4.4%
875 NEXM NEXMETALS MINING Basic Materials 59,857.0 $147K -77K -56.2% $2.45 +22.0%
876 NVX NOVONIX LTD-ADR Industrials 207,318.0 $143K -368K -64.0% $0.69 -12.8%
877 DRH DIAMONDROCK HOSP Real Estate 14,759.0 $138K -739K -98.0% $9.37 +9.9%
878 SPT SPROUT SOCIAL-A Technology 23,768.0 $135K -202K -89.5% $5.70 +9.6%
879 ROKU PUT ROKU INC Communication Services 1,400.0 $132K -4K -71.4% $94.62 +31.1%
880 XLV CALL SPDR-HEALTH CARE 900.0 $132K -1.4M -99.9% $146.61 -0.6%
Page 44 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%