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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 27 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 XLK SPDR-TECH SEL S 245,729.0 $32.7M 0.03% NEW $132.90 +30.9%
522 KRE PUT SPDR S&P REG BAN 500,000.0 $32.6M 0.03% NEW $65.15 +3.4%
523 LOGI LOGITECH INTER-R Technology 359,586.0 $32.5M 0.03% -914K -71.8% $90.50 +15.4%
524 CINF CINCINNATI FIN Financial Services 206,614.0 $32.5M 0.03% +158K +328.7% $157.35 +6.5%
525 IMNM IMMUNOME INC Healthcare 1,480,788.0 $32.4M 0.03% +744K +100.9% $21.87 -9.6%
526 ALL ALLSTATE CORP Financial Services 156,000.0 $32.3M 0.03% -107K -40.6% $207.34 +7.0%
527 QCOM PUT QUALCOMM INC Technology 251,000.0 $32.3M 0.03% NEW $128.78 +53.5%
528 HOOD PUT ROBINHOOD MARK-A Financial Services 466,200.0 $32.3M 0.03% +368K +374.8% $69.30 +8.3%
529 ITT ITT INC Industrials 168,534.0 $32.1M 0.03% NEW $190.53 +0.7%
530 ICHR ICHOR HOLDINGS L Technology 688,822.0 $32.1M 0.03% NEW $46.61 +39.4%
531 TME TENCENT MUSI-ADR Communication Services 3,456,970.0 $32.1M 0.03% +3.4M +3139.9% $9.28 -3.6%
532 JETBLUE AIRWAYS CORP 32,000,000.0 $31.9M 0.03% $1.00
533 MSGS MADISON SQUARE G Communication Services 99,192.0 $31.9M 0.03% +63K +176.0% $321.40 +8.9%
534 PNC PNC FINANCIAL SE Financial Services 152,917.0 $31.8M 0.03% -174K -53.2% $208.09 +1.7%
535 INDA ISHARES MSCI IND 678,831.0 $31.8M 0.03% +631K +1310.6% $46.84 +1.0%
536 U UNITY SOFTWARE I Technology 1,445,759.0 $31.7M 0.03% NEW $21.94 +22.2%
537 QIAGEN NV 789,998.0 $31.6M 0.03% +484K +158.0% $40.03
538 HTHT H WORLD GROU-ADR Consumer Cyclical 627,092.0 $31.5M 0.03% +155K +32.9% $50.29 -7.3%
539 MNSO MINISO GROUP-ADR Consumer Cyclical 1,945,656.0 $31.5M 0.03% -36K -1.8% $16.20 -12.7%
540 PTCT PTC THERAPEUTICS Healthcare 460,638.0 $31.4M 0.03% +213K +85.9% $68.13 +3.6%
Page 27 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%