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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 132 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 FEAM 5E ADVANCED MATE Basic Materials 233,726.0 $327K +141K +153.0% $1.40 +35.0%
2622 VINP VINCI COMPASS IN Financial Services 30,976.0 $327K -49K -61.2% $10.55 -4.7%
2623 SGDM SPROTT GOLD MINE 4,301.0 $325K NEW $75.49 -5.9%
2624 ASCENT INDUSTRIE 24,372.0 $324K NEW $13.31
2625 CALL IQVIA HOLDINGS I 1,900.0 $324K NEW $170.54
2626 CHGG CHEGG INC Consumer Defensive 437,514.0 $324K -385K -46.8% $0.74 +64.9%
2627 WDH WATERDROP INC Financial Services 199,434.0 $323K -173K -46.5% $1.62 -4.3%
2628 ESI ELEMENT SOLUTION Basic Materials 9,440.0 $322K -3K -23.2% $34.14 +15.6%
2629 BX CALL BLACKSTONE INC Financial Services 2,800.0 $322K +500.0 +21.7% $114.99 +1.6%
2630 CZNC CITIZENS & NORTH Financial Services 14,412.0 $322K NEW $22.34 -8.2%
2631 IWL ISHARES RUSSELL 2,006.0 $322K NEW $160.48 +15.0%
2632 IBB CALL ISHARES NASDAQ B 1,900.0 $321K -17K -90.0% $168.85 -0.6%
2633 FSLY FASTLY INC -CL A Technology 10,989.0 $319K -244K -95.7% $29.06 -43.7%
2634 G GENPACT Technology 8,501.0 $317K -19K -69.1% $37.25 -15.0%
2635 MATX MATSON INC Industrials 1,931.0 $317K NEW $163.94 +9.8%
2636 QUAD QUAD GRAPHICS IN Industrials 47,842.0 $316K -254K -84.2% $6.61 +11.5%
2637 BILI BILIBILI INC-ADR Technology 13,998.0 $316K -6K -30.8% $22.56 -18.9%
2638 OPLN OPENLANE INC Consumer Cyclical 10,800.0 $315K -57K -84.0% $29.15 +18.1%
2639 LYB CALL LYONDELLBASELL-A Basic Materials 3,900.0 $314K +4K +1850.0% $80.56 -9.3%
2640 WRAP WRAP TECHNOLOGIE Technology 203,398.0 $313K +170K +502.6% $1.54 -5.8%
Page 132 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%