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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 32 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 COLL COLLEGIUM PHARMA Healthcare 748,812.0 $24.8M 0.03% +256K +52.1% $33.07 +1.8%
622 SQM QUIMICA Y-SP ADR Basic Materials 305,110.0 $24.7M 0.03% +148K +94.2% $80.94 +2.1%
623 PPL PPL CORP Utilities 645,988.0 $24.7M 0.03% +617K +2139.9% $38.20 -8.6%
624 SVRA SAVARA INC Healthcare 4,514,348.0 $24.6M 0.03% -46K -1.0% $5.46 -10.1%
625 APOS APOLLO GLOBAL MA Financial Services 220,883.0 $24.6M 0.03% +216K +4666.6% $111.42 -76.8%
626 LYG LLOYDS BANKING G Financial Services 4,885,905.0 $24.6M 0.02% NEW $5.03 +2.8%
627 MU PUT MICRON TECH Technology 72,700.0 $24.6M 0.02% -237K -76.5% $337.84 +101.7%
628 KDP KEURIG DR PEPPER Consumer Defensive 930,536.0 $24.5M 0.02% -3.3M -78.0% $26.33 +11.8%
629 ALLY ALLY FINANCIAL I Financial Services 620,108.0 $24.3M 0.02% +586K +1726.4% $39.23 +4.1%
630 AEIS ADV ENERGY INDS Industrials 75,271.0 $24.3M 0.02% +67K +781.4% $322.71 -6.2%
631 ZIM ZIM INTEGRATED S Industrials 917,072.0 $24.2M 0.02% NEW $26.35 -2.7%
632 WDFC WD-40 CO Basic Materials 118,388.0 $24.1M 0.02% -6K -4.8% $203.94 +0.1%
633 GOOG PUT ALPHABET INC-C Communication Services 83,400.0 $23.9M 0.02% -173K -67.5% $286.86 +37.0%
634 FIS FIDELITY NATIONA Technology 508,941.0 $23.9M 0.02% NEW $46.91 -7.5%
635 AXSM AXSOME THERAPEUT Healthcare 141,236.0 $23.9M 0.02% -179K -55.9% $169.02 +34.1%
636 ONESTREAM INC 990,806.0 $23.8M 0.02% -1.8M -64.4% $24.00
637 ASML PUT ASML HOLDING-NY Technology 18,000.0 $23.8M 0.02% +12K +200.0% $1320.83 +10.5%
638 CMCSA PUT COMCAST CORP-A Communication Services 827,900.0 $23.8M 0.02% +828K +10000.0% $28.71 -13.6%
639 NOV NOV INC Energy 1,263,436.0 $23.8M 0.02% +572K +82.7% $18.81 +12.5%
640 BFAM BRIGHT HORIZONS Consumer Cyclical 289,032.0 $23.7M 0.02% -340K -54.1% $82.13 -18.0%
Page 32 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%