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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 46 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 CWT CALIF WATER SRVC Utilities 256,767.0 $11.6M 0.01% NEW $45.34 -4.7%
902 SSRM SSR MINING INC Basic Materials 394,056.0 $11.6M 0.01% +362K +1131.8% $29.40 +4.6%
903 LEG LEGGETT & PLATT Consumer Cyclical 1,169,326.0 $11.6M 0.01% -944K -44.7% $9.88 +1.6%
904 MSFT CALL MICROSOFT CORP Technology 31,200.0 $11.5M 0.01% NEW $370.17 +13.2%
905 LW LAMB WESTON Consumer Defensive 273,192.0 $11.5M 0.01% -749K -73.3% $42.26 +1.3%
906 UTZ UTZ BRANDS INC Consumer Defensive 1,457,204.0 $11.5M 0.01% -201K -12.1% $7.92 -2.5%
907 COIN CALL COINBASE GLOBA-A Financial Services 66,000.0 $11.5M 0.01% +56K +566.7% $174.61 +10.9%
908 SANM SANMINA CORP Technology 88,638.0 $11.5M 0.01% -340K -79.3% $129.64 +78.3%
909 MDGL MADRIGAL PHARMAC Healthcare 21,902.0 $11.5M 0.01% -18K -44.7% $523.47 -1.9%
910 YOU CLEAR SECURE I-A Technology 236,646.0 $11.5M 0.01% +195K +468.4% $48.41 +28.1%
911 CTVA CORTEVA INC Basic Materials 136,305.0 $11.4M 0.01% NEW $83.71 -5.6%
912 VNET VNET GROUP-ADR Technology 1,358,018.0 $11.4M 0.01% +1.3M +4666.5% $8.39 +21.7%
913 KYIV KYIVSTAR GROUP L Communication Services 1,124,672.0 $11.4M 0.01% NEW $10.12 +38.3%
914 SYM SYMBOTIC INC Industrials 212,918.0 $11.3M 0.01% -358K -62.7% $53.20 -6.1%
915 TMC TMC THE METALS C Basic Materials 2,419,946.0 $11.3M 0.01% +2.4M +10000.0% $4.67 +9.2%
916 CHKP CHECK POINT SOFT Technology 79,105.0 $11.3M 0.01% +29K +58.2% $142.85 -7.8%
917 OIH VANECK OIL SRVS 27,892.0 $11.3M 0.01% +17K +166.6% $404.21 +10.1%
918 ARWR ARROWHEAD PHARMA Healthcare 179,573.0 $11.3M 0.01% +56K +45.0% $62.70 +20.5%
919 DK DELEK US HOLDING Energy 249,518.0 $11.2M 0.01% NEW $45.07 -6.6%
920 ADTRAN HOLDINGS 891,520.0 $11.2M 0.01% NEW $12.58
Page 46 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%