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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 48 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 FLYW FLYWIRE CORP-VOT Technology 925,285.0 $10.8M 0.01% -15K -1.6% $11.64 +38.8%
942 KMI KINDER MORGAN IN Energy 321,059.0 $10.8M 0.01% -1.5M -82.2% $33.53 -0.1%
943 TPB TURNING POINT BR Consumer Defensive 124,009.0 $10.8M 0.01% +119K +2274.7% $86.79 +5.1%
944 DQ DAQO NEW ENE-ADR Technology 505,591.0 $10.8M 0.01% -62K -10.9% $21.27 -15.6%
945 NTRA NATERA INC Healthcare 53,702.0 $10.7M 0.01% NEW $199.99 +1.9%
946 ACVA ACV AUCTIONS-A Consumer Cyclical 2,521,784.0 $10.7M 0.01% +1.0M +68.5% $4.24 +39.2%
947 GDDY GODADDY INC-A Technology 129,273.0 $10.7M 0.01% NEW $82.67 +10.8%
948 LYV PUT LIVE NATION ENTE Communication Services 70,000.0 $10.7M 0.01% NEW $152.51 +8.8%
949 CRWD PUT CROWDSTRIKE HO-A Technology 27,300.0 $10.7M 0.01% +17K +157.6% $390.41 +66.0%
950 RIO RIO TINTO-ADR Basic Materials 114,028.0 $10.6M 0.01% +91K +393.5% $93.29 +10.7%
951 DBX DROPBOX INC-A Technology 467,923.0 $10.6M 0.01% NEW $22.72 +19.9%
952 BH BIGLARI HOLDIN-B Consumer Cyclical 32,207.0 $10.6M 0.01% +32K +4474.9% $329.59 -16.9%
953 OSCR OSCAR HEALTH -A Healthcare 922,646.0 $10.6M 0.01% -112K -10.9% $11.47 +93.0%
954 RELX RELX PLC - ADR Communication Services 318,236.0 $10.5M 0.01% +136K +75.1% $33.15 +1.4%
955 OPUS GENETICS IN 2,313,380.0 $10.5M 0.01% +2.2M +1367.4% $4.55
956 EQIX EQUINIX INC Real Estate 10,738.0 $10.5M 0.01% -73K -87.2% $980.24 +10.0%
957 IMRX IMMUNEERING CO-A Healthcare 1,996,585.0 $10.5M 0.01% +1.3M +180.5% $5.27 -0.9%
958 XOM PUT EXXON MOBIL CORP Energy 62,000.0 $10.5M 0.01% NEW $169.66 -7.9%
959 SAM BOSTON BEER-A Consumer Defensive 45,645.0 $10.5M 0.01% +19K +69.6% $230.40 -20.4%
960 SOLV ENERGY IN-A 349,097.0 $10.5M 0.01% NEW $30.03
Page 48 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%