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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 29 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MCHP PUT MICROCHIP TECH Technology 450,000.0 $29.1M 0.03% NEW $64.61 +43.6%
562 MKC MCCORMICK-N/V Consumer Defensive 573,489.0 $28.9M 0.03% +56K +10.9% $50.44 -7.4%
563 PHM PULTEGROUP INC Consumer Cyclical 245,305.0 $28.9M 0.03% NEW $117.61 -5.0%
564 EHC ENCOMPASS HEALTH Healthcare 297,635.0 $28.8M 0.03% +283K +1893.7% $96.73 +9.7%
565 EGP EASTGROUP PROP Real Estate 155,490.0 $28.8M 0.03% +18K +12.9% $185.09 +9.2%
566 SUNB SUNBELT RENTALS Financial Services 442,045.0 $28.8M 0.03% NEW $65.09 +16.4%
567 EMN EASTMAN CHEMICAL Basic Materials 376,617.0 $28.7M 0.03% +183K +95.0% $76.32 -7.0%
568 DNTH DIANTHUS THERAPE Healthcare 341,929.0 $28.7M 0.03% -667K -66.1% $83.92 -0.4%
569 MDLN MEDLINE INC-A Healthcare 641,715.0 $28.6M 0.03% +496K +341.1% $44.50 -19.1%
570 NIO INC 28,719,000.0 $28.5M 0.03% $0.99
571 DIGITALOCEAN HOLDINGS 29,000,000.0 $28.4M 0.03% $0.98
572 TXN TEXAS INSTRUMENT Technology 145,122.0 $28.2M 0.03% -277K -65.6% $194.14 +54.8%
573 ASML CALL ASML HOLDING-NY Technology 21,300.0 $28.1M 0.03% NEW $1320.83 +10.5%
574 WBS WEBSTER FINL Financial Services 404,166.0 $28.1M 0.03% +92K +29.6% $69.42 +3.3%
575 ONB OLD NATL BANCORP Financial Services 1,267,628.0 $28.0M 0.03% +238K +23.1% $22.10 +6.2%
576 SBLK STAR BULK CARRIE Industrials 1,216,937.0 $28.0M 0.03% +1.1M +1168.9% $22.97 +14.8%
577 HSBC HSBC HOLDING-ADR Financial Services 338,412.0 $27.9M 0.03% +169K +100.2% $82.49 +9.3%
578 IP INTL PAPER CO Consumer Cyclical 779,298.0 $27.8M 0.03% +761K +4092.0% $35.70 -14.8%
579 KWEB PUT KRANESHARES CSI 978,100.0 $27.8M 0.03% +102K +11.7% $28.43 -0.5%
580 BIDU BAIDU INC-SP ADR Communication Services 249,407.0 $27.8M 0.03% -286K -53.4% $111.42 +23.6%
Page 29 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%