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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 150 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 ZM CALL ZOOM COMMUNICATI Technology 600.0 $48K $80.39 +23.1%
2982 DXJ PUT WISDOMTREE JAP H 300.0 $48K NEW $158.58 +6.9%
2983 EXPE PUT EXPEDIA GROUP IN Consumer Cyclical 200.0 $46K -4K -95.3% $230.89 -6.5%
2984 PTON CALL PELOTON INTERA-A Consumer Cyclical 10,600.0 $45K $4.29 +24.6%
2985 BCAB BIOATLA INC Healthcare 277,630.0 $44K NEW $0.16 +2368.7%
2986 M PUT MACY'S INC Consumer Cyclical 2,400.0 $43K NEW $18.09 +2.4%
2987 CLF CALL CLEVELAND-CLIFFS Basic Materials 5,100.0 $43K +5K +2450.0% $8.45 +23.6%
2988 RMBS PUT RAMBUS INC Technology 500.0 $43K NEW $86.03 +41.6%
2989 BILI PUT BILIBILI INC-ADR Technology 1,900.0 $43K -7K -77.7% $22.56 -13.7%
2990 AUR AURORA INNOVATIO Technology 10,400.0 $43K -1.3M -99.2% $4.12 +79.9%
2991 RKT PUT ROCKET COS INC-A Financial Services 3,000.0 $43K -6K -65.9% $14.25 -8.0%
2992 HYLN HYLIION HOLDINGS Consumer Cyclical 23,862.0 $42K NEW $1.76 +140.9%
2993 AMBA CALL AMBARELLA INC Technology 800.0 $41K -14K -94.6% $51.48 +54.0%
2994 SUNCAR TECHNOL-A 24,200.0 $41K NEW $1.70
2995 FUTU PUT FUTU HOLDING-ADR Financial Services 300.0 $41K -2K -88.9% $136.76 -3.0%
2996 B CALL BARRICK MINING C Basic Materials 1,000.0 $41K NEW $40.79 -0.6%
2997 WYNN CALL WYNN RESORTS LTD Consumer Cyclical 400.0 $41K +100.0 +33.3% $101.55 -5.9%
2998 VTRS CALL VIATRIS INC Healthcare 3,000.0 $41K NEW $13.51 +22.0%
2999 AVD AMER VANGUARD Basic Materials 16,275.0 $41K -90K -84.7% $2.49 +10.6%
3000 JASPER THERAPEUT 45,656.0 $40K NEW $0.88
Page 150 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%