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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 22 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PAAS PAN AMER SILVER Basic Materials 781,342.0 $42.7M 0.04% NEW $54.63 +3.2%
422 PGR PROGRESSIVE CORP Financial Services 215,221.0 $42.7M 0.04% -229K -51.5% $198.24 +0.8%
423 NEM PUT NEWMONT CORP Basic Materials 392,300.0 $42.5M 0.04% +392K +10000.0% $108.25 +0.7%
424 CARR CARRIER GLOB Industrials 752,036.0 $42.3M 0.04% -13K -1.7% $56.31 +14.6%
425 BUNGE GLOBAL SA 332,640.0 $42.3M 0.04% +106K +46.9% $127.20
426 BIIB BIOGEN INC Healthcare 229,879.0 $42.1M 0.04% -156K -40.4% $183.33 +5.2%
427 PEP PEPSICO INC Consumer Defensive 270,670.0 $42.0M 0.04% +184K +210.7% $155.29 -4.0%
428 BRX BRIXMOR PROPERTY Real Estate 1,457,009.0 $42.0M 0.04% -133K -8.4% $28.80 +4.2%
429 FRT FED REALTY INVS Real Estate 394,601.0 $41.9M 0.04% -43K -9.8% $106.21 +6.5%
430 TXNM ENERGY INC 716,834.0 $41.9M 0.04% +27K +4.0% $58.46
431 ATRC ATRICURE INC Healthcare 1,467,524.0 $41.9M 0.04% +554K +60.7% $28.53 -0.2%
432 SPOT SPOTIFY TECHNOLO Communication Services 86,162.0 $41.8M 0.04% -733K -89.5% $484.91 -9.9%
433 APG API GROUP CORP Industrials 1,025,934.0 $41.6M 0.04% +1.0M +10000.0% $40.52 +4.2%
434 LWLG LIGHTWAVE LOGIC Basic Materials 5,903,844.0 $41.5M 0.04% +4.9M +482.4% $7.03 +94.2%
435 MANE VERADERMICS INC Healthcare 654,601.0 $41.3M 0.04% NEW $63.15 +57.9%
436 CNC CENTENE CORP Healthcare 1,242,592.0 $40.7M 0.04% -852K -40.7% $32.74 +77.9%
437 DAR DARLING INGREDIE Consumer Defensive 650,800.0 $40.3M 0.04% +602K +1232.9% $61.85 +0.8%
438 PAAS PUT PAN AMER SILVER Basic Materials 736,000.0 $40.2M 0.04% NEW $54.63 +3.2%
439 CI PUT THE CIGNA GROUP Healthcare 150,000.0 $40.0M 0.04% NEW $266.75 +7.5%
440 IHG INTERCONTIN-ADR Consumer Cyclical 299,499.0 $40.0M 0.04% +31K +11.5% $133.46 +11.3%
Page 22 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%