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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 14 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TIGO MILLICOM INTL Communication Services 924,111.0 $69.3M 0.07% +908K +5545.1% $74.94 +7.4%
262 IWM PUT ISHARES-RUS 2000 278,800.0 $69.1M 0.07% -495K -64.0% $248.00 +11.2%
263 CE CELANESE CORP Basic Materials 1,042,812.0 $68.6M 0.07% +577K +123.8% $65.77 -14.6%
264 HWM HOWMET AEROSPACE Industrials 295,390.0 $68.1M 0.07% +293K +10000.0% $230.46 +12.1%
265 SMH MARKET VECTORS S 176,757.0 $67.8M 0.07% NEW $383.40 +41.8%
266 WAT WATERS CORP Healthcare 226,886.0 $67.6M 0.07% -354K -61.0% $297.80 +11.3%
267 XLI SPDR-INDU SELECT 417,322.0 $67.5M 0.07% -173K -29.2% $161.73 +5.2%
268 ADBE PUT ADOBE INC Technology 276,200.0 $67.1M 0.07% +267K +2869.9% $243.08 +4.0%
269 NBIX NEUROCRINE BIOSC Healthcare 508,977.0 $67.1M 0.07% +160K +45.9% $131.74 +20.5%
270 SMTC SEMTECH CORP Technology 869,066.0 $66.8M 0.07% +852K +5083.5% $76.89 +70.2%
271 PTGX PROTAGONIST THER Healthcare 628,075.0 $66.2M 0.07% -397K -38.7% $105.40 -3.4%
272 YMM FULL TRUCK A-ADR Technology 7,964,011.0 $66.1M 0.07% +5.9M +282.6% $8.30 +3.3%
273 AAL AMERICAN AIRLINE Industrials 6,154,345.0 $66.1M 0.07% -19.8M -76.3% $10.74 +15.4%
274 HEI HEICO CORP Industrials 239,052.0 $65.5M 0.07% +10K +4.2% $274.20 +6.1%
275 GE GENERAL ELECTRIC Industrials 230,409.0 $65.4M 0.07% +229K +10000.0% $283.77 +0.4%
276 COMP COMPASS INC - A Technology 8,913,317.0 $65.2M 0.07% +5.5M +159.6% $7.31 +10.9%
277 JBS NV-A 3,603,137.0 $64.7M 0.06% +1.6M +76.0% $17.96
278 MCK MCKESSON CORP Healthcare 74,488.0 $64.5M 0.06% -31K -29.1% $865.36 -10.5%
279 CRM PUT SALESFORCE INC Technology 345,300.0 $64.5M 0.06% +340K +6294.4% $186.67 -4.3%
280 DLO DLOCAL LTD Technology 4,968,264.0 $64.4M 0.06% +1.3M +35.6% $12.97 -14.0%
Page 14 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%