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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 49 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CRK COMSTOCK RES INC Energy 496,758.0 $10.5M 0.01% +421K +553.4% $21.08 -33.1%
962 V CALL VISA INC-CLASS A Financial Services 34,600.0 $10.5M 0.01% +30K +743.9% $302.24 +9.4%
963 REXR REXFORD INDUSTRI Real Estate 318,569.0 $10.4M 0.01% NEW $32.73 +10.1%
964 TFIN TRIUMPH FINANCIA Financial Services 173,645.0 $10.4M 0.01% -72K -29.3% $59.66 +9.8%
965 OSK OSHKOSH CORP Industrials 70,368.0 $10.4M 0.01% +60K +559.1% $147.21 -13.6%
966 VRT VERTIV HOLDING-A Industrials 41,154.0 $10.3M 0.01% -2.6M -98.5% $250.58 +26.0%
967 LTM LATAM AIRLINES G Industrials 208,253.0 $10.3M 0.01% -107K -34.0% $49.44 +3.0%
968 IYE ISHARES-DJ ENERG 158,836.0 $10.3M 0.01% NEW $64.77 -3.2%
969 ADBE CALL ADOBE INC Technology 42,300.0 $10.3M 0.01% +38K +819.6% $243.08 +0.4%
970 CAT CALL CATERPILLAR INC Industrials 14,500.0 $10.3M 0.01% +14K +10000.0% $708.46 +22.2%
971 ALGT ALLEGIANT TRAVEL Industrials 126,508.0 $10.3M 0.01% NEW $81.04 +0.4%
972 AMZN PUT AMAZON.COM INC Consumer Cyclical 48,800.0 $10.2M 0.01% +10K +26.1% $208.27 +28.9%
973 NKTR NEKTAR THERAPEUT Healthcare 140,588.0 $10.1M 0.01% +117K +485.2% $71.95 -4.7%
974 SFIX STITCH FIX INC-A Consumer Cyclical 3,048,209.0 $10.1M 0.01% +2.3M +283.3% $3.31 -3.3%
975 SNAP INC 11,000,000.0 $10.0M 0.01% $0.91
976 LUNR INTUITIVE MACHIN Industrials 538,310.0 $10.0M 0.01% -722K -57.3% $18.56 +84.5%
977 NKE NIKE INC -CL B Consumer Cyclical 188,809.0 $10.0M 0.01% -211K -52.8% $52.82 -16.0%
978 PCTY PAYLOCITY HOLDIN Technology 92,191.0 $10.0M 0.01% +32K +52.2% $108.04 +3.4%
979 BBB FOODS INC-A 280,850.0 $9.9M 0.01% -187K -39.9% $35.37
980 KRP KIMBELL ROYALTY Energy 683,116.0 $9.9M 0.01% +507K +286.8% $14.47 +5.5%
Page 49 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%