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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 40 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 STX PUT SEAGATE TECHNOLO Technology 41,000.0 $16.1M 0.02% +32K +355.6% $391.76 +96.3%
782 TDUP THREDUP- CLASS A Consumer Cyclical 4,896,633.0 $16.1M 0.02% +71K +1.5% $3.28 +29.3%
783 TPH TRI POINTE HOMES Consumer Cyclical 343,484.0 $16.1M 0.02% NEW $46.73 +0.5%
784 IRWD IRONWOOD PHARMAC Healthcare 4,525,064.0 $15.9M 0.02% +101K +2.3% $3.51 +7.5%
785 TYL TYLER TECHNOLOG Technology 46,372.0 $15.9M 0.02% NEW $342.38 -10.4%
786 SRPT SAREPTA THERAPEU Healthcare 725,068.0 $15.8M 0.02% +582K +405.3% $21.76 -22.2%
787 GRDN GUARDIAN PHARM-A Healthcare 417,710.0 $15.7M 0.02% NEW $37.66 -2.6%
788 WY WEYERHAEUSER CO Real Estate 641,125.0 $15.7M 0.02% +430K +203.1% $24.43 -6.5%
789 SEALED AIR CORP 371,372.0 $15.6M 0.02% +194K +109.4% $42.05
790 IQIYI INC 17,000,000.0 $15.6M 0.02% NEW $0.92
791 BCH BANCO CHILE-ADR Financial Services 420,691.0 $15.6M 0.02% NEW $37.04 +1.6%
792 ISSC INNOVATIVE SOL Industrials 753,377.0 $15.5M 0.01% $20.53 -23.2%
793 TOWN TOWNE BANK Financial Services 455,583.0 $15.3M 0.01% +257K +130.0% $33.67 +1.9%
794 CI THE CIGNA GROUP Healthcare 57,180.0 $15.3M 0.01% +56K +6197.4% $266.75 +5.1%
795 INVH INVITATION HOMES Real Estate 612,947.0 $15.2M 0.01% -2.3M -79.1% $24.85 +16.1%
796 LRCX CALL LAM RESEARCH Technology 71,100.0 $15.2M 0.01% +58K +426.7% $213.66 +37.9%
797 AAOI APPLIED OPTOELEC Technology 179,422.0 $15.2M 0.01% +119K +195.1% $84.59 +99.8%
798 AGIO AGIOS PHARMACEUT Healthcare 448,118.0 $15.2M 0.01% +94K +26.7% $33.83 -17.2%
799 CRH PLC 144,191.0 $15.2M 0.01% -468K -76.5% $105.12
800 FXI CALL ISHARES CHINA LA 420,200.0 $15.1M 0.01% +319K +314.0% $35.90 -1.2%
Page 40 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%