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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 10 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SPY PUT SPDR S&P 500 ETF Financial Services 143,700.0 $93.5M 0.09% -253K -63.8% $650.34 +13.7%
182 HD HOME DEPOT INC Consumer Cyclical 282,936.0 $93.1M 0.09% -260K -47.9% $328.89 -7.5%
183 RSI RUSH STREET INTE Consumer Cyclical 4,248,362.0 $92.4M 0.09% +2.8M +187.2% $21.75 +24.9%
184 CTSH COGNIZANT TECH-A Technology 1,505,622.0 $92.4M 0.09% +1.3M +647.2% $61.35 -24.9%
185 VSNT VERSANT MEDIA GR Industrials 2,493,428.0 $92.3M 0.09% NEW $37.02 +20.0%
186 PANW PALO ALTO NETWOR Technology 575,068.0 $92.2M 0.09% -1.4M -70.4% $160.32 +48.6%
187 FTAI AVIATION LT 374,855.0 $91.8M 0.09% +223K +146.4% $245.00
188 HSY HERSHEY CO/THE Consumer Defensive 434,990.0 $90.4M 0.09% -622K -58.9% $207.89 -8.5%
189 UAL UNITED AIRLINES Industrials 979,644.0 $90.2M 0.09% +168K +20.8% $92.07 +4.3%
190 BX BLACKSTONE INC Financial Services 783,999.0 $90.2M 0.09% NEW $114.99 +2.5%
191 NOW SERVICENOW INC Technology 860,803.0 $90.0M 0.09% -203K -19.1% $104.55 -13.4%
192 GFL GFL ENVIRONM-SUB Industrials 2,156,844.0 $90.0M 0.09% +987K +84.3% $41.72 -10.9%
193 QTEC FIRST TR 100 TCH 415,583.0 $89.8M 0.09% +257K +161.9% $215.98 +34.5%
194 GLD CALL SPDR GOLD TRUST Financial Services 207,900.0 $89.5M 0.09% -132K -38.7% $430.29 -0.7%
195 BAC BANK OF AMERICA Financial Services 1,830,832.0 $89.3M 0.09% -3.2M -63.6% $48.75 +2.1%
196 APP APPLOVIN CO-CL A Technology 223,222.0 $88.8M 0.09% NEW $398.00 +25.9%
197 XYL XYLEM INC Industrials 741,773.0 $88.6M 0.09% +447K +151.6% $119.50 -8.4%
198 ADBE ADOBE INC Technology 363,068.0 $88.3M 0.09% +232K +176.8% $243.08 +1.9%
199 FCX FREEPORT-MCMORAN Basic Materials 1,494,132.0 $87.8M 0.09% -2.1M -58.9% $58.78 +12.5%
200 SLV CALL ISHARES SILVER T Financial Services 1,288,100.0 $87.8M 0.09% -379K -22.7% $68.14 +1.3%
Page 10 of 157  ·  3,130 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%