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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 53 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 IDCC INTERDIGITAL INC Technology 29,057.0 $8.8M 0.01% +6K +26.1% $302.00 -11.6%
1042 FMX FOMENTO ECON-ADR Consumer Defensive 78,230.0 $8.7M 0.01% +62K +390.0% $111.06 +9.3%
1043 CHT CHUNGHWA TEL-ADR Communication Services 205,476.0 $8.7M 0.01% +132K +178.5% $42.24 +3.7%
1044 FRSH FRESHWORKS-CL A Technology 1,076,982.0 $8.6M 0.01% +1.1M +6385.1% $8.03 +13.0%
1045 BSY BENTLEY SYSTEM-B Technology 245,591.0 $8.6M 0.01% +211K +609.1% $35.12 -5.1%
1046 TM TOYOTA MOTOR-ADR Consumer Cyclical 41,832.0 $8.6M 0.01% +35K +503.8% $206.09 -7.8%
1047 SLS SELLAS LIFE SCIE Healthcare 2,037,162.0 $8.6M 0.01% +696K +52.0% $4.23 +112.1%
1048 RDN RADIAN GROUP INC Financial Services 258,968.0 $8.6M 0.01% NEW $33.08 +13.7%
1049 DEO DIAGEO PLC-ADR Consumer Defensive 115,034.0 $8.6M 0.01% NEW $74.45 +15.5%
1050 SATL SATELLOGIC INC-A Technology 1,572,639.0 $8.6M 0.01% NEW $5.44 +78.7%
1051 EC ECOPETROL-SP ADR Energy 570,295.0 $8.5M 0.01% +414K +265.8% $14.99 -7.5%
1052 WTM WHITE MOUNTAINS Financial Services 3,878.0 $8.5M 0.01% +3K +253.2% $2196.96 -2.4%
1053 KE KIMBALL ELECTRON Industrials 358,882.0 $8.5M 0.01% +174K +94.3% $23.69 +2.2%
1054 NEWAMSTERDAM PHA 264,802.0 $8.5M 0.01% NEW $32.01
1055 RRR RED ROCK RESOR-A Consumer Cyclical 158,454.0 $8.5M 0.01% +60K +61.0% $53.36 -1.7%
1056 EWT ISHARES MSCI TAI 118,951.0 $8.4M 0.01% +4K +3.4% $70.92 +33.2%
1057 SMRT SMARTRENT INC Technology 5,610,709.0 $8.4M 0.01% +1.6M +41.5% $1.50 -18.0%
1058 ALLO ALLOGENE THERAPE Healthcare 3,447,984.0 $8.4M 0.01% +3.2M +1107.4% $2.44 -19.7%
1059 VALE VALE SA-SP ADR Basic Materials 526,302.0 $8.4M 0.01% -2.6M -83.4% $15.91 +2.8%
1060 ATAIBECKLEY INC 2,364,446.0 $8.4M 0.01% -311K -11.6% $3.54
Page 53 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%