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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 136 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 VIAV PUT VIAVI SOLUTIONS Technology 7,700.0 $256K NEW $33.28 +49.5%
2702 IBCP INDEP BANK/MICH Financial Services 7,641.0 $254K NEW $33.30 +0.6%
2703 CDNL CARDINAL INFRA-A Industrials 6,400.0 $254K NEW $39.66 +23.8%
2704 ULTA ULTA BEAUTY INC Consumer Cyclical 485.0 $254K -478K -99.9% $522.71 -8.2%
2705 CXW CORECIVIC INC Real Estate 13,372.0 $253K NEW $18.91 +11.2%
2706 DUOT DUOS TECHNOLOGIE Technology 36,773.0 $252K -860.0 -2.3% $6.86 +20.7%
2707 FVCB FVCBANKCORP INC Financial Services 16,502.0 $251K NEW $15.19 +1.8%
2708 BATL BATTALION OIL CO Energy 63,645.0 $248K NEW $3.90 -43.8%
2709 AFYA AFYA LTD-CLASS A Consumer Defensive 16,584.0 $247K NEW $14.87 -5.4%
2710 NX QUANEX BUILDING Industrials 13,638.0 $245K NEW $17.97 -6.2%
2711 MOBILICOM LTD/AU 47,543.0 $244K NEW $5.14
2712 CALL GAMESTOP CORP-A 10,587.0 $244K $23.04
2713 MLYS MINERALYS THERAP Healthcare 8,987.0 $243K -240K -96.4% $27.09 -2.6%
2714 FDP FRESH DEL MONTE Consumer Defensive 6,012.0 $242K -5K -46.7% $40.26 -18.7%
2715 TCRX TSCAN THERAPEUTI Healthcare 237,346.0 $240K -102K -30.0% $1.01 -4.6%
2716 RLJ RLJ LODGING TRUS Real Estate 32,300.0 $240K NEW $7.42 +23.3%
2717 WISEKEY INTL-ADR 38,992.0 $239K +10K +36.6% $6.14
2718 SSL SASOL LTD-SP ADR Basic Materials 18,430.0 $239K NEW $12.96 +3.0%
2719 EWJ CALL ISHARES MSCI JPN 2,800.0 $236K NEW $84.44 +6.9%
2720 EQV VENTURES A-A 23,398.0 $236K -227K -90.6% $10.09
Page 136 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%