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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 36 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CAT CATERPILLAR INC Industrials 28,499.0 $20.2M 0.02% -8K -22.0% $708.46 +23.2%
702 RCAT RED CAT HOLDINGS Technology 1,541,470.0 $20.2M 0.02% NEW $13.09 -34.7%
703 AMPH AMPHASTAR PHARMA Healthcare 1,025,640.0 $20.1M 0.02% -212K -17.1% $19.59 -7.7%
704 IMAX IMAX CORP Communication Services 528,382.0 $20.1M 0.02% -186K -26.1% $38.01 -12.9%
705 TT TRANE TECHNOLOGI Industrials 48,124.0 $20.1M 0.02% NEW $416.74 +7.5%
706 PSTL POSTAL REALTY-A Real Estate 1,073,713.0 $19.9M 0.02% +737K +219.2% $18.56 +25.0%
707 ASTS AST SPACEMOBILE Technology 239,196.0 $19.8M 0.02% -25K -9.6% $82.87 +8.1%
708 URG UR-ENERGY INC Energy 13,284,672.0 $19.8M 0.02% +10.5M +383.6% $1.49 +0.7%
709 CRDO PUT CREDO TECHNOLOGY Technology 210,000.0 $19.7M 0.02% NEW $93.87 +80.0%
710 ALAB ASTERA LABS INC Technology 179,550.0 $19.7M 0.02% -169K -48.5% $109.60 +162.3%
711 LGIH LGI HOMES INC Consumer Cyclical 495,463.0 $19.6M 0.02% +459K +1256.0% $39.53 +2.6%
712 MYRG MYR GROUP INC/DE Industrials 69,325.0 $19.6M 0.02% +58K +513.0% $282.32 +56.1%
713 WCC WESCO INTL Industrials 71,466.0 $19.6M 0.02% +32K +80.3% $273.62 +23.2%
714 CTMX CYTOMX THERAPEUT Healthcare 4,138,176.0 $19.4M 0.02% +3.0M +257.7% $4.70 -22.6%
715 SN SHARKNINJA INC Consumer Cyclical 183,191.0 $19.4M 0.02% -49K -21.1% $105.90 -3.7%
716 ESPR ESPERION THERAPE Healthcare 7,075,083.0 $19.4M 0.02% +1.6M +29.3% $2.74 +14.2%
717 PAYX PAYCHEX INC Industrials 208,517.0 $19.2M 0.02% +101K +94.4% $92.12 +2.6%
718 LUV SOUTHWEST AIR Industrials 509,456.0 $19.1M 0.02% +268K +111.0% $37.57 -0.6%
719 GLOB GLOBANT SA Technology 414,084.0 $19.1M 0.02% -4K -0.8% $46.11 -12.7%
720 DNLI DENALI THERAPEUT Healthcare 991,268.0 $19.0M 0.02% +227K +29.8% $19.20 -5.7%
Page 36 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%