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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 51 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 MSTR PUT STRATEGY INC Technology 76,400.0 $9.5M 0.01% -224K -74.5% $124.80 +32.1%
1002 NVAX NOVAVAX INC Healthcare 1,166,197.0 $9.5M 0.01% +237K +25.4% $8.14 +10.3%
1003 AIA ISHARES ASIA 50 89,075.0 $9.5M 0.01% +67K +296.1% $106.15 +27.6%
1004 EBAY EBAY INC Consumer Cyclical 103,561.0 $9.4M 0.01% -2.1M -95.2% $91.02 +28.7%
1005 ESAB ESAB CORP Industrials 97,482.0 $9.4M 0.01% +56K +137.4% $96.66 -5.7%
1006 XLY SPDR-CONS DISCRE 86,367.0 $9.4M 0.01% -170K -66.3% $108.98 +8.9%
1007 PRG PROG HOLDINGS IN Industrials 328,043.0 $9.4M 0.01% NEW $28.69 +17.6%
1008 SPGI S&P GLOBAL INC Financial Services 22,083.0 $9.4M 0.01% -97K -81.4% $425.34 -2.0%
1009 RLAY RELAY THERAPEUTI Healthcare 941,825.0 $9.4M 0.01% NEW $9.95 +30.9%
1010 BHF BRIGHTHOUSE FINA Financial Services 156,223.0 $9.4M 0.01% +131K +515.6% $59.88 +4.7%
1011 WEN WENDY'S CO/THE Consumer Cyclical 1,343,549.0 $9.3M 0.01% +207K +18.2% $6.95 +11.5%
1012 TLT CALL ISHARES-LEH 20 107,600.0 $9.3M 0.01% +45K +71.3% $86.69 -2.8%
1013 FHN FIRST HORIZON CO Financial Services 408,956.0 $9.3M 0.01% +20K +5.3% $22.76 +5.9%
1014 CCS CENTURY COMMUNIT Consumer Cyclical 161,856.0 $9.3M 0.01% -26K -14.0% $57.38 -8.6%
1015 MAZE MAZE THERAPEUTIC Healthcare 310,639.0 $9.3M 0.01% -537K -63.4% $29.85 -13.7%
1016 BIO BIO-RAD LABS-A Healthcare 33,217.0 $9.3M 0.01% +22K +187.3% $278.75 +2.9%
1017 EEM PUT ISHARES MSCI EME 162,800.0 $9.2M 0.01% -23K -12.5% $56.79 +16.3%
1018 BFLY BUTTERFLY NETWOR Healthcare 2,283,649.0 $9.2M 0.01% +1.9M +444.3% $4.04 +10.9%
1019 BXP BXP INC Real Estate 177,483.0 $9.2M 0.01% -242K -57.7% $51.90 +15.9%
1020 META PUT META PLATFORMS-A Communication Services 16,100.0 $9.2M 0.01% +15K +2200.0% $572.13 +6.2%
Page 51 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%