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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 26 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SKY CHAMPION HOMES I Consumer Cyclical 452,512.0 $33.7M 0.03% -785K -63.4% $74.37 -14.0%
502 MDLZ MONDELEZ INTER-A Consumer Defensive 582,629.0 $33.6M 0.03% +549K +1612.0% $57.64 +7.0%
503 CIFR CIPHER DIGITAL I Financial Services 2,604,656.0 $33.5M 0.03% +179K +7.4% $12.87 +47.7%
504 PYPL PUT PAYPAL HOLDINGS Financial Services 740,500.0 $33.5M 0.03% -649K -46.7% $45.23 -2.6%
505 TECHNIPFMC PLC 484,231.0 $33.5M 0.03% +395K +442.7% $69.13
506 INTC PUT INTEL CORP Technology 757,000.0 $33.4M 0.03% +613K +424.6% $44.13 +144.0%
507 AZO AUTOZONE INC Consumer Cyclical 9,856.0 $33.3M 0.03% -7K -40.0% $3377.78 -1.4%
508 OKTA OKTA INC Technology 422,737.0 $33.3M 0.03% +75K +21.6% $78.71 +11.5%
509 ETSY INC 664,706.0 $33.2M 0.03% -257K -27.9% $49.98
510 INFY INFOSYS LTD-ADR Technology 2,457,842.0 $33.2M 0.03% +1.5M +152.8% $13.51 -6.5%
511 LBRDK LIBERTY BR-C Communication Services 658,891.0 $33.1M 0.03% -42K -6.0% $50.30 -33.8%
512 ELAN ELANCO ANIMAL HE Healthcare 1,382,412.0 $33.1M 0.03% NEW $23.93 -18.1%
513 IGV PUT ISHARES EXPANDED 411,900.0 $33.0M 0.03% +409K +10000.0% $80.05 +16.3%
514 PDD PDD HOLDINGS INC Consumer Cyclical 322,585.0 $33.0M 0.03% -4.2M -92.8% $102.18 -6.5%
515 PAYC PAYCOM SOFTWARE Technology 269,884.0 $32.8M 0.03% +159K +144.0% $121.54 +15.8%
516 EOSE EOS ENERGY ENTER Industrials 6,611,495.0 $32.8M 0.03% +6.4M +3529.4% $4.96 +42.0%
517 BP BP PLC-ADR Energy 697,141.0 $32.8M 0.03% -83K -10.7% $47.00 -2.6%
518 PAYP PAYPAY CORP Technology 1,534,303.0 $32.7M 0.03% NEW $21.34 -11.0%
519 EVR EVERCORE INC Financial Services 109,630.0 $32.7M 0.03% NEW $298.51 +9.5%
520 BILL BILL HOLDINGS IN Technology 852,762.0 $32.7M 0.03% -2.1M -71.2% $38.30 +2.9%
Page 26 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%