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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 18 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 XLE CALL SPDR-ENERGY SEL 879,200.0 $53.9M 0.05% NEW $61.26 -1.2%
342 GLD SPDR GOLD TRUST Financial Services 124,962.0 $53.8M 0.05% +110K +710.9% $430.29 -3.0%
343 MOS MOSAIC CO/THE Basic Materials 2,086,169.0 $53.2M 0.05% NEW $25.50 -14.7%
344 SMH CALL MARKET VECTORS S 137,600.0 $52.8M 0.05% -165K -54.6% $383.40 +42.5%
345 RIVIAN AUTO INC 55,000,000.0 $52.7M 0.05% $0.96
346 D DOMINION ENERGY Utilities 850,272.0 $52.6M 0.05% +667K +362.9% $61.82 -0.1%
347 APP PUT APPLOVIN CO-CL A Technology 132,000.0 $52.5M 0.05% NEW $398.00 +23.7%
348 XRAY DENTSPLY SIRONA Healthcare 4,508,402.0 $52.3M 0.05% +2.3M +101.6% $11.60 -13.2%
349 INGERSOLL-RAND I 651,148.0 $52.2M 0.05% NEW $80.12
350 SRRK SCHOLAR ROCK HOL Healthcare 1,060,275.0 $52.1M 0.05% +692K +188.1% $49.16 +0.4%
351 TTD TRADE DESK INC-A Technology 2,286,685.0 $51.9M 0.05% +1.5M +209.7% $22.69 -6.8%
352 EQT EQT CORP Energy 815,183.0 $51.9M 0.05% -830K -50.5% $63.64 -11.7%
353 BA PUT BOEING CO/THE Industrials 259,800.0 $51.7M 0.05% +249K +2261.8% $199.03 +10.8%
354 KLARNA GROUP PLC 3,940,613.0 $51.6M 0.05% +3.4M +569.8% $13.09
355 EXPAND ENERGY CO 467,870.0 $51.4M 0.05% +454K +3237.2% $109.78
356 BEONE MEDICINES 172,643.0 $51.3M 0.05% +20K +13.4% $296.97
357 INSM INSMED INC Healthcare 312,565.0 $51.1M 0.05% -77K -19.8% $163.52 -33.3%
358 NIO NIO INC - ADR Consumer Cyclical 8,369,102.0 $50.5M 0.05% NEW $6.03 +1.2%
359 WEC WEC ENERGY GROUP Utilities 435,096.0 $50.4M 0.05% -209K -32.5% $115.77 -5.7%
360 BOOT BOOT BARN HOLDIN Consumer Cyclical 342,967.0 $50.2M 0.05% -189K -35.5% $146.36 -3.6%
Page 18 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%