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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 52 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 AIP ARTERIS INC Technology 560,023.0 $9.2M 0.01% +350K +166.9% $16.44 +118.4%
1022 PFG PRINCIPAL FINL Financial Services 102,158.0 $9.2M 0.01% -630K -86.1% $90.11 +14.1%
1023 SFL SFL CORP LTD Industrials 852,401.0 $9.2M 0.01% NEW $10.79 +17.9%
1024 DIGITALBRIDGE GR 592,800.0 $9.1M 0.01% +520K +711.4% $15.42
1025 ALC ALCON INC Healthcare 121,182.0 $9.1M 0.01% -122K -50.1% $75.31 -9.8%
1026 SCCO SOUTHERN COPPER Basic Materials 52,629.0 $9.1M 0.01% -68K -56.2% $172.06 +1.2%
1027 GENI GENIUS SPORTS LT Communication Services 2,038,043.0 $9.0M 0.01% +1.7M +442.6% $4.43 +10.4%
1028 SMMT SUMMIT THERAPEUT Healthcare 475,241.0 $9.0M 0.01% NEW $18.96 -5.6%
1029 PTLO PORTILLO'S-CL A Consumer Cyclical 1,696,560.0 $9.0M 0.01% NEW $5.29 -26.3%
1030 CRVL CORVEL CORP Financial Services 163,963.0 $9.0M 0.01% +114K +228.3% $54.65 +12.6%
1031 SBET SHARPLINK INC Financial Services 1,388,330.0 $9.0M 0.01% NEW $6.45 -1.9%
1032 XOP SPDR OIL&GAS EXP 49,006.0 $8.9M 0.01% -173K -78.0% $181.83 -6.1%
1033 COKE COCA-COLA CONSOL Consumer Defensive 46,299.0 $8.9M 0.01% +14K +41.9% $191.74 -8.0%
1034 GDXJ VANECK VECTORS J 73,865.0 $8.9M 0.01% +71K +2849.9% $120.04 -6.5%
1035 NTR NUTRIEN LTD Basic Materials 117,161.0 $8.8M 0.01% +111K +1677.0% $75.46 -6.9%
1036 RXRX RECURSION PHAR-A Healthcare 2,876,928.0 $8.8M 0.01% +2.7M +1169.6% $3.07 -3.6%
1037 VMI VALMONT INDS Industrials 22,101.0 $8.8M 0.01% +13K +150.0% $399.57 +26.0%
1038 IWM CALL ISHARES-RUS 2000 35,500.0 $8.8M 0.01% -114K -76.3% $248.00 +13.9%
1039 LCID LUCID GROUP INC Consumer Cyclical 923,777.0 $8.8M 0.01% -1.8M -66.0% $9.53 -38.7%
1040 COTY COTY INC-CL A Consumer Defensive 4,368,415.0 $8.8M 0.01% +2.6M +141.2% $2.01 -1.5%
Page 52 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%