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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 24 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DAL DELTA AIR LI Industrials 570,650.0 $37.9M 0.04% +503K +744.2% $66.48 +5.6%
462 NTNX NUTANIX INC - A Technology 996,625.0 $37.9M 0.04% NEW $38.01 +21.9%
463 NEM NEWMONT CORP Basic Materials 346,086.0 $37.5M 0.04% -254K -42.3% $108.25 +0.7%
464 APLS APELLIS PHARMACE Healthcare 929,019.0 $37.4M 0.04% -62K -6.2% $40.23 +2.0%
465 LPX LOUISIANA-PACIFI Basic Materials 512,081.0 $37.3M 0.04% +385K +301.4% $72.75 -4.0%
466 SWKS SKYWORKS SOLUTIO Technology 694,914.0 $37.2M 0.04% +577K +491.8% $53.55 +28.0%
467 AME AMETEK INC Industrials 173,270.0 $37.1M 0.04% +28K +19.0% $214.36 +5.3%
468 RDY DR. REDDY'S LABO Healthcare 2,664,306.0 $36.9M 0.04% +2.1M +416.1% $13.85 -1.7%
469 RRC RANGE RESOURCES Energy 816,697.0 $36.9M 0.04% NEW $45.18 -6.0%
470 EMXC ISHARES EX CHINA 467,057.0 $36.7M 0.04% +455K +3684.6% $78.66 +18.9%
471 ZETA ZETA GLOBAL HO-A Technology 2,301,757.0 $36.6M 0.04% +492K +27.2% $15.92 +8.0%
472 FISV FISERV INC Technology 656,144.0 $36.6M 0.04% -44K -6.2% $55.80 -0.8%
473 EWY ISHARES-S KOREA 297,538.0 $36.6M 0.04% -62K -17.2% $123.01 +43.2%
474 PETROBR-SP P ADR 1,950,107.0 $36.6M 0.04% +1.9M +2666.5% $18.75
475 HST HOST HOTELS & RE Real Estate 1,904,678.0 $36.5M 0.04% -305K -13.8% $19.16 +11.6%
476 WU WESTERN UNION Financial Services 4,135,618.0 $36.1M 0.04% +395K +10.6% $8.73 -4.5%
477 HRB H&R BLOCK INC Consumer Cyclical 1,136,544.0 $36.1M 0.04% -39K -3.3% $31.74 +17.4%
478 ORCL 6.5 01/15/29 D 800,000.0 $36.0M 0.04% NEW $45.01
479 CLX CLOROX CO Consumer Defensive 347,409.0 $36.0M 0.04% +344K +10000.0% $103.63 -10.4%
480 IBM PUT IBM Technology 148,000.0 $35.9M 0.04% NEW $242.39 -9.5%
Page 24 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%