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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 153 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 HPQ PUT HP INC Technology 1,200.0 $23K NEW $19.21 +8.1%
3042 HWM PUT HOWMET AEROSPACE Industrials 100.0 $23K -400.0 -80.0% $230.46 +18.2%
3043 AKAM CALL AKAMAI TECHNOLOG Technology 200.0 $23K NEW $114.85 +31.4%
3044 INOVIO PHARMACEU 13,187.0 $23K -69K -84.0% $1.74
3045 FIVE CALL FIVE BELOW Consumer Cyclical 100.0 $23K NEW $228.48 -5.9%
3046 W PUT WAYFAIR INC- A Consumer Cyclical 300.0 $23K -2K -88.0% $75.21 -17.7%
3047 BIDU CALL BAIDU INC-SP ADR Communication Services 200.0 $22K NEW $111.42 +21.5%
3048 CHWY PUT CHEWY INC- CL A Consumer Cyclical 800.0 $22K +700.0 +700.0% $27.00 -21.2%
3049 CALL ETSY INC 400.0 $20K -200.0 -33.3% $49.98
3050 UPS PUT UNITED PARCEL-B Industrials 200.0 $20K NEW $98.38 +0.0%
3051 BBY CALL BEST BUY CO INC Consumer Cyclical 300.0 $19K NEW $64.20 -12.3%
3052 PBF CALL PBF ENERGY INC-A Energy 400.0 $19K NEW $47.62 -14.6%
3053 DHR CALL DANAHER CORP Healthcare 100.0 $19K NEW $189.60 -13.2%
3054 FIS CALL FIDELITY NATIONA Technology 400.0 $19K NEW $46.91 -10.9%
3055 SPG PUT SIMON PROPERTY Real Estate 100.0 $19K NEW $186.53 +8.7%
3056 ORLY PUT O'REILLY AUTOMOT Consumer Cyclical 200.0 $18K -5K -96.3% $92.31 -2.8%
3057 CTSH CALL COGNIZANT TECH-A Technology 300.0 $18K +100.0 +50.0% $61.35 -24.9%
3058 COEPTIS HOLDINGS 18,192.0 $18K NEW $1.00
3059 IO BIOTECH INC 301,291.0 $18K -128K -29.8% $0.06
3060 CLF PUT CLEVELAND-CLIFFS Basic Materials 2,100.0 $18K NEW $8.45 +22.0%
Page 153 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%