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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 28 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NOW PUT SERVICENOW INC Technology 300,000.0 $31.4M 0.03% NEW $104.55 +3.0%
542 CSCO CISCO SYSTEMS Technology 403,502.0 $31.3M 0.03% -1.6M -79.7% $77.59 +52.0%
543 RLMD RELMADA THERAPEU Healthcare 4,481,606.0 $31.2M 0.03% +1.3M +40.5% $6.96 -8.0%
544 SIMO SILICON MOTI-ADR Technology 276,600.0 $31.1M 0.03% +144K +108.5% $112.29 +112.3%
545 FSLR CALL FIRST SOLAR INC Energy 156,900.0 $31.0M 0.03% +34K +27.7% $197.26 +15.2%
546 ARX ACCELERANT HOL-A Financial Services 2,274,152.0 $30.4M 0.03% +1.9M +553.2% $13.36 +20.1%
547 GXO GXO LOGISTIC Industrials 583,773.0 $30.3M 0.03% +572K +4961.8% $51.85 -11.6%
548 CNC PUT CENTENE CORP Healthcare 924,100.0 $30.3M 0.03% +877K +1870.4% $32.74 +76.0%
549 CNH INDUSTRIAL N 2,746,900.0 $30.2M 0.03% -1.4M -34.4% $11.00
550 TOL TOLL BROTHERS Consumer Cyclical 221,231.0 $30.2M 0.03% -56K -20.2% $136.47 -9.3%
551 VDE VANGUARD ENERG E 174,266.0 $30.2M 0.03% NEW $173.04 -0.9%
552 LQD ISHARES-IBOXX IV 273,400.0 $29.8M 0.03% +164K +150.9% $108.99 -1.7%
553 ZTS PUT ZOETIS INC Healthcare 251,300.0 $29.7M 0.03% NEW $118.21 -34.0%
554 SUI SUN COMMUNITIES Real Estate 235,675.0 $29.7M 0.03% +227K +2711.0% $125.96 -3.5%
555 CALUMET INC 824,028.0 $29.6M 0.03% +56K +7.3% $35.90
556 VNOM VIPER ENERGY I-A Energy 623,916.0 $29.3M 0.03% +607K +3669.2% $46.99 +5.0%
557 AXS AXIS CAPITAL Financial Services 288,060.0 $29.2M 0.03% +107K +59.5% $101.41 -1.3%
558 UNITY SOFTWARE INC 30,000,000.0 $29.2M 0.03% $0.97
559 FTDR FRONTDOOR INC Consumer Cyclical 551,453.0 $29.1M 0.03% +129K +30.6% $52.86 +17.0%
560 CWAN CLEARWATER AN-A Technology 1,231,836.0 $29.1M 0.03% +762K +162.2% $23.65 +3.2%
Page 28 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%