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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 30 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AUPH AURINIA PHARMACE Healthcare 1,874,597.0 $27.8M 0.03% +300K +19.0% $14.82 +4.9%
582 GTLS CHART INDUSTRIES Industrials 134,163.0 $27.7M 0.03% +5K +3.9% $206.75 +0.2%
583 IDXX IDEXX LABS Healthcare 49,295.0 $27.7M 0.03% +48K +3917.5% $561.89 -2.9%
584 TNDM TANDEM DIABETES Healthcare 1,442,472.0 $27.7M 0.03% +567K +64.8% $19.17 -29.4%
585 TTWO PUT TAKE-TWO INTERAC Communication Services 140,000.0 $27.6M 0.03% NEW $197.50 +22.6%
586 PSMT PRICESMART INC Consumer Defensive 183,665.0 $27.6M 0.03% +102K +123.7% $150.50 +8.2%
587 CC CHEMOURS CO Basic Materials 1,253,283.0 $27.6M 0.03% NEW $22.03 -1.3%
588 UNFI UNITED NATURAL Consumer Defensive 612,466.0 $27.6M 0.03% +102K +19.9% $45.06 +12.7%
589 FENY FID-ENERGY 809,088.0 $27.5M 0.03% NEW $34.02 +0.1%
590 LIVE NATION ENTERTAINMEN 18,000,000.0 $27.4M 0.03% $1.52
591 LII LENNOX INTL INC Industrials 58,517.0 $27.2M 0.03% NEW $464.13 +8.0%
592 NVT NVENT ELECTRIC Industrials 229,221.0 $27.1M 0.03% +192K +514.9% $118.28 +35.9%
593 SIX FLAGS ENTERT 1,522,292.0 $27.0M 0.03% +1.3M +482.2% $17.75
594 GPK GRAPHIC PACKAGIN Consumer Cyclical 2,713,609.0 $27.0M 0.03% +1.0M +59.7% $9.94 -3.0%
595 AVTR AVANTOR INC Healthcare 3,437,833.0 $27.0M 0.03% NEW $7.84 -2.6%
596 SLV ISHARES SILVER T Financial Services 394,677.0 $26.9M 0.03% -1.3M -76.3% $68.14 -1.8%
597 TKO TKO GROUP HOLDIN Communication Services 131,114.0 $26.4M 0.03% -260K -66.5% $201.65 -5.7%
598 AAPL CALL APPLE INC Technology 103,900.0 $26.4M 0.03% +80K +332.9% $253.79 +17.8%
599 NG NOVAGOLD RES Basic Materials 2,934,337.0 $26.4M 0.03% +2.1M +268.0% $8.98 -10.8%
600 DHT DHT HOLDINGS INC Energy 1,432,113.0 $26.2M 0.03% NEW $18.27 -2.0%
Page 30 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%