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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 35 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 TTEK TETRA TECH INC Industrials 719,618.0 $21.7M 0.02% +625K +657.1% $30.12 -9.6%
682 NEE PUT NEXTERA ENERGY Utilities 231,000.0 $21.5M 0.02% +231K +10000.0% $92.88 -3.0%
683 FLS FLOWSERVE CORP Industrials 290,013.0 $21.3M 0.02% +263K +964.3% $73.51 -12.4%
684 LITHIUM ARGENTIN 3,186,424.0 $21.3M 0.02% NEW $6.68
685 EXR EXTRA SPACE STOR Real Estate 162,289.0 $21.3M 0.02% -52K -24.3% $131.13 +7.0%
686 QFIN HOLDINGS INC 25,000,000.0 $21.3M 0.02% NEW $0.85
687 ICE INTERCONT EXCH I Financial Services 134,267.0 $21.1M 0.02% NEW $157.28 -0.8%
688 RVMD REVOLUTION MEDIC Healthcare 216,661.0 $21.1M 0.02% -170K -43.9% $97.25 +51.5%
689 JBT MAREL CORP 163,255.0 $20.9M 0.02% +147K +910.4% $127.87
690 CSGP COSTAR GROUP INC Real Estate 517,260.0 $20.9M 0.02% +126K +32.2% $40.34 -16.2%
691 HCA HCA HEALTHCARE I Healthcare 44,059.0 $20.9M 0.02% -19K -30.1% $473.24 -14.5%
692 AMPX AMPRIUS TECHNOLO Industrials 1,227,599.0 $20.7M 0.02% NEW $16.86 -10.6%
693 PRA PROASSURANCE COR Financial Services 833,726.0 $20.6M 0.02% +46K +5.9% $24.72 -0.2%
694 LFUS LITTELFUSE INC Technology 60,726.0 $20.6M 0.02% +38K +163.0% $339.35 +26.8%
695 VOR VOR BIOPHARMA IN Healthcare 1,153,276.0 $20.6M 0.02% NEW $17.84 -12.8%
696 MAA MID-AMERICA APAR Real Estate 168,206.0 $20.5M 0.02% -49K -22.7% $122.12 +5.2%
697 FRO FRONTLINE PLC Energy 587,787.0 $20.5M 0.02% +177K +43.1% $34.86 +7.4%
698 EWTX EDGEWISE THERAPE Healthcare 648,393.0 $20.4M 0.02% -34K -4.9% $31.50 -0.2%
699 DOCN Digitalocean Hol Technology 237,704.0 $20.4M 0.02% +211K +795.4% $85.78 +74.9%
700 EVMN EVOMMUNE INC Healthcare 879,728.0 $20.2M 0.02% -108K -11.0% $22.99 -8.1%
Page 35 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%