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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 20 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ASO ACADEMY SPORTS & Consumer Cyclical 839,637.0 $47.4M 0.05% +508K +153.2% $56.45 -11.5%
382 TRVI TREVI THERAPEUTI Healthcare 3,966,019.0 $47.3M 0.05% -615K -13.4% $11.93 +19.0%
383 NFLX CALL NETFLIX INC Communication Services 490,600.0 $47.2M 0.05% NEW $96.15 -9.5%
384 ENTG ENTEGRIS INC Technology 402,113.0 $47.1M 0.05% +384K +2077.6% $117.24 +13.5%
385 OTIS OTIS WORLDWI Industrials 607,939.0 $46.9M 0.05% -2.6M -81.3% $77.08 -7.9%
386 SMR NUSCALE POWER CO Utilities 4,307,637.0 $46.7M 0.05% +3.9M +849.7% $10.84 +3.6%
387 XOM EXXON MOBIL CORP Energy 275,000.0 $46.7M 0.05% -460K -62.6% $169.66 -6.9%
388 LNTH LANTHEUS HOLDING Healthcare 611,747.0 $46.4M 0.05% +379K +162.9% $75.85 +23.8%
389 ED CONS EDISON INC Utilities 409,262.0 $46.3M 0.05% -430K -51.2% $113.18 -6.9%
390 HRI HERC HOLDINGS IN Industrials 462,629.0 $46.1M 0.05% +370K +402.0% $99.55 +38.8%
391 EA ELECTRONIC ARTS Communication Services 224,446.0 $45.8M 0.05% -59K -20.8% $203.87 -1.6%
392 KHC KRAFT HEINZ CO/T Consumer Defensive 2,031,673.0 $45.7M 0.05% -11.9M -85.4% $22.49 +1.9%
393 TLT PUT ISHARES-LEH 20 526,100.0 $45.6M 0.04% +227K +76.0% $86.69 -3.6%
394 EMR EMERSON ELEC CO Industrials 347,403.0 $45.5M 0.04% NEW $131.02 +1.5%
395 TRMB TRIMBLE INC Technology 693,302.0 $45.2M 0.04% +292K +72.9% $65.23 -15.5%
396 FIGR FIGURE TECHNOL-A Financial Services 1,330,147.0 $45.2M 0.04% +1.3M +4547.6% $33.95 +27.5%
397 UTHR UNITED THERAPEUT Healthcare 75,977.0 $45.1M 0.04% NEW $592.98 -4.1%
398 WDAY WORKDAY INC-A Technology 346,470.0 $45.0M 0.04% +212K +157.8% $129.92 -3.8%
399 TREX TREX CO INC Industrials 1,235,056.0 $45.0M 0.04% +1.1M +793.3% $36.42 +2.8%
400 EMBJ EMBRAER SA-ADR Industrials 753,342.0 $44.7M 0.04% +609K +422.6% $59.34 -6.0%
Page 20 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%