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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 19 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BW BABCOCK & WILCOX Industrials 3,411,162.0 $50.1M 0.05% +40K +1.2% $14.69 +37.2%
362 LAD LITHIA MOTORS Consumer Cyclical 199,363.0 $49.8M 0.05% +36K +22.4% $249.72 +4.9%
363 GDXJ PUT VANECK VECTORS J 412,500.0 $49.5M 0.05% -36K -8.1% $120.04 -3.8%
364 XLE PUT SPDR-ENERGY SEL 804,100.0 $49.3M 0.05% NEW $61.26 -1.2%
365 NVS NOVARTIS AG-ADR Healthcare 322,056.0 $49.2M 0.05% -371K -53.5% $152.75 -3.1%
366 TGT PUT TARGET CORP Consumer Defensive 404,000.0 $49.0M 0.05% NEW $121.20 +0.3%
367 CIEN CIENA CORP Technology 125,977.0 $48.9M 0.05% +73K +136.8% $388.23 +35.1%
368 TERN TERNS PHARMACEUT Healthcare 927,600.0 $48.9M 0.05% +49K +5.6% $52.72 +0.4%
369 ANET ARISTA NETWORKS Technology 397,000.0 $48.7M 0.05% -288K -42.1% $122.78 +15.4%
370 GLOBUS MEDICAL I 562,630.0 $48.5M 0.05% -413K -42.4% $86.16
371 VENTURE GLOBAL-A 3,061,117.0 $48.2M 0.05% NEW $15.76
372 BBD BRADESCO-ADR Financial Services 13,150,905.0 $48.0M 0.05% -17.5M -57.1% $3.65 -3.8%
373 ETN EATON CORP PLC Industrials 134,106.0 $48.0M 0.05% +112K +516.5% $357.67 +11.7%
374 OHI OMEGA HEALTHCARE Real Estate 1,092,516.0 $47.9M 0.05% +316K +40.7% $43.82 +8.0%
375 TSM CALL TAIWAN SEMIC-ADR Technology 141,400.0 $47.8M 0.05% NEW $337.95 +19.6%
376 FRPT FRESHPET INC Consumer Defensive 807,092.0 $47.6M 0.05% +417K +106.9% $58.96 -16.3%
377 HEICO CORP-A 225,361.0 $47.6M 0.05% +110K +95.0% $211.09
378 UBER PUT UBER TECHNOLOGIE Technology 661,300.0 $47.6M 0.05% NEW $71.93 +4.4%
379 FIGS FIGS INC-CLASS A Consumer Cyclical 3,216,462.0 $47.5M 0.05% -1.1M -25.2% $14.77 -20.3%
380 HON HONEYWELL INTL Industrials 209,799.0 $47.4M 0.05% -1.2M -84.7% $226.03 -5.7%
Page 19 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%