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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 47 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PSQH PSQ HOLDINGS INC Technology 100,952.0 $54K -616K -85.9% $0.53 +13.3%
922 KLTR KALTURA INC Technology 43,124.0 $53K -110K -71.8% $1.22 +23.8%
923 FISV PUT FISERV INC Technology 900.0 $50K -21K -96.0% $55.80 -4.2%
924 TCOM PUT TRIP.COM GRO-ADR Consumer Cyclical 1,000.0 $50K -600.0 -37.5% $49.79 +1.0%
925 EXPE PUT EXPEDIA GROUP IN Consumer Cyclical 200.0 $46K -4K -95.3% $230.89 -5.9%
926 BILI PUT BILIBILI INC-ADR Technology 1,900.0 $43K -7K -77.7% $22.56 -15.5%
927 AUR AURORA INNOVATIO Technology 10,400.0 $43K -1.3M -99.2% $4.12 +87.1%
928 RKT PUT ROCKET COS INC-A Financial Services 3,000.0 $43K -6K -65.9% $14.25 +0.2%
929 AMBA CALL AMBARELLA INC Technology 800.0 $41K -14K -94.6% $51.48 +57.7%
930 FUTU PUT FUTU HOLDING-ADR Financial Services 300.0 $41K -2K -88.9% $136.76 +3.5%
931 AVD AMER VANGUARD Basic Materials 16,275.0 $41K -90K -84.7% $2.49 +10.4%
932 MGX METAGENOMI THERA Healthcare 27,521.0 $37K -52K -65.2% $1.34 -2.2%
933 AUTL AUTOLUS THERAPEU Healthcare 26,682.0 $37K -244K -90.1% $1.38 +18.1%
934 RPID RAPID MICRO BI-A Healthcare 15,224.0 $35K -48K -75.8% $2.27 -8.8%
935 FXE PUT INVESCO CURRENCY Financial Services 300.0 $32K -5K -94.3% $106.69 +0.5%
936 PATH PUT UIPATH INC -CL A Technology 2,800.0 $31K -24K -89.6% $11.10 -12.9%
937 LULU PUT LULULEMON ATH Consumer Cyclical 200.0 $31K -500.0 -71.4% $153.10 -20.9%
938 HLT CALL HILTON WORLDWIDE Consumer Cyclical 100.0 $30K -100.0 -50.0% $304.08 +4.1%
939 MINDWALK HOLDING 25,246.0 $29K -106K -80.7% $1.13
940 AMPG AMPLITECH GROUP Technology 14,442.0 $27K -46K -76.2% $1.90 +55.3%
Page 47 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%