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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 15 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 F FORD MOTOR CO Consumer Cyclical 5,550,548.0 $64.1M 0.06% -15.1M -73.1% $11.54 +14.5%
282 BLDR BUILDERS FIRSTSO Industrials 776,133.0 $63.9M 0.06% +620K +397.9% $82.33 -14.4%
283 HOOD ROBINHOOD MARK-A Financial Services 921,573.0 $63.9M 0.06% +171K +22.7% $69.30 +10.2%
284 CHYM CHIME FINANCI-A Financial Services 3,392,050.0 $63.5M 0.06% +1.5M +76.1% $18.73 -7.1%
285 GTX GARRETT MOTIO Consumer Cyclical 3,463,804.0 $62.9M 0.06% -1.0M -22.6% $18.17 +69.5%
286 USB US BANCORP Financial Services 1,201,323.0 $62.5M 0.06% -5.8M -82.9% $52.01 +2.9%
287 VTR VENTAS INC Real Estate 763,865.0 $62.5M 0.06% +281K +58.2% $81.78 +6.6%
288 MTB M&T BANK CORP Financial Services 301,645.0 $62.4M 0.06% +244K +424.1% $206.72 -0.3%
289 ROIV ROIVANT SCIENCES Healthcare 2,246,943.0 $62.2M 0.06% -1.2M -35.0% $27.70 +3.2%
290 BOX BOX INC- CLASS A Technology 2,630,154.0 $62.2M 0.06% +883K +50.5% $23.64 +7.8%
291 ILMN ILLUMINA INC Healthcare 504,363.0 $62.2M 0.06% +358K +244.3% $123.26 +14.6%
292 QQQ INVESCO QQQ TRUS Financial Services 107,521.0 $62.1M 0.06% +72K +205.6% $577.18 +21.8%
293 XP XP INC - CLASS A Financial Services 3,240,367.0 $61.7M 0.06% +2.7M +484.1% $19.04 -10.2%
294 COGT COGENT BIOSCIENC Healthcare 1,600,168.0 $61.6M 0.06% -61K -3.6% $38.49 -17.5%
295 OLED UNIVERSAL DISPLA Technology 665,882.0 $61.0M 0.06% +521K +361.2% $91.66 -2.0%
296 WH WYNDHAM HOTELS & Consumer Cyclical 748,499.0 $60.8M 0.06% +427K +133.1% $81.23 -3.0%
297 PBR PETROBRAS SA-ADR Energy 2,929,986.0 $60.8M 0.06% -6.5M -68.9% $20.75 -1.5%
298 DDOG DATADOG INC-A Technology 514,454.0 $60.7M 0.06% NEW $118.05 +77.0%
299 LNT ALLIANT ENERGY Utilities 845,825.0 $60.7M 0.06% +592K +233.1% $71.76 -0.5%
300 TDG TRANSDIGM GROUP Industrials 52,191.0 $60.5M 0.06% +6K +12.0% $1158.96 +1.9%
Page 15 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%