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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 9 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CSCO CISCO SYSTEMS Technology 403,502.0 $31.3M 0.03% -1.6M -79.7% $77.59 +52.4%
162 CNH INDUSTRIAL N 2,746,900.0 $30.2M 0.03% -1.4M -34.4% $11.00
163 TOL TOLL BROTHERS Consumer Cyclical 221,231.0 $30.2M 0.03% -56K -20.2% $136.47 -7.5%
164 DNTH DIANTHUS THERAPE Healthcare 341,929.0 $28.7M 0.03% -667K -66.1% $83.92 +2.7%
165 TXN TEXAS INSTRUMENT Technology 145,122.0 $28.2M 0.03% -277K -65.6% $194.14 +55.9%
166 BIDU BAIDU INC-SP ADR Communication Services 249,407.0 $27.8M 0.03% -286K -53.4% $111.42 +21.5%
167 SLV ISHARES SILVER T Financial Services 394,677.0 $26.9M 0.03% -1.3M -76.3% $68.14 +2.6%
168 TKO TKO GROUP HOLDIN Communication Services 131,114.0 $26.4M 0.03% -260K -66.5% $201.65 -5.7%
169 HTZ HERTZ GLOBAL HLD Industrials 5,581,405.0 $25.7M 0.03% -97K -1.7% $4.61 +20.0%
170 JETBLUE AIRWAYS CORP 26,500,000.0 $25.5M 0.03% -4.5M -14.5% $0.96
171 LRCX LAM RESEARCH Technology 118,891.0 $25.4M 0.03% -261K -68.7% $213.66 +33.3%
172 KODK EASTMAN KODAK CO Industrials 2,746,256.0 $24.9M 0.03% -1.1M -28.1% $9.05 +7.1%
173 SVRA SAVARA INC Healthcare 4,514,348.0 $24.6M 0.03% -46K -1.0% $5.46 -7.9%
174 MU PUT MICRON TECH Technology 72,700.0 $24.6M 0.02% -237K -76.5% $337.84 +114.5%
175 KDP KEURIG DR PEPPER Consumer Defensive 930,536.0 $24.5M 0.02% -3.3M -78.0% $26.33 +9.9%
176 WDFC WD-40 CO Basic Materials 118,388.0 $24.1M 0.02% -6K -4.8% $203.94 -1.3%
177 GOOG PUT ALPHABET INC-C Communication Services 83,400.0 $23.9M 0.02% -173K -67.5% $286.86 +37.1%
178 AXSM AXSOME THERAPEUT Healthcare 141,236.0 $23.9M 0.02% -179K -55.9% $169.02 +34.5%
179 ONESTREAM INC 990,806.0 $23.8M 0.02% -1.8M -64.4% $24.00
180 BFAM BRIGHT HORIZONS Consumer Cyclical 289,032.0 $23.7M 0.02% -340K -54.1% $82.13 -17.0%
Page 9 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%