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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 57 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 RH RH Consumer Cyclical 52,001.0 $7.3M 0.01% +43K +500.8% $139.82 -4.8%
1122 JLL JONES LANG LASAL Real Estate 23,878.0 $7.3M 0.01% -200K -89.3% $304.32 -3.7%
1123 CLF CLEVELAND-CLIFFS Basic Materials 855,037.0 $7.2M 0.01% +93K +12.3% $8.45 +26.6%
1124 SAIL SAILPOINT INC Technology 545,422.0 $7.2M 0.01% +460K +540.4% $13.24 +13.1%
1125 MQ MARQETA INC-A Technology 1,767,013.0 $7.2M 0.01% +1.4M +333.1% $4.08 -3.2%
1126 IONS IONIS PHARMACEUT Healthcare 95,954.0 $7.2M 0.01% -161K -62.6% $75.09 +0.9%
1127 BKD BROOKDALE SR Healthcare 526,638.0 $7.2M 0.01% -230K -30.4% $13.68 -2.2%
1128 TV GRUPO TELEV-ADR Communication Services 2,475,730.0 $7.2M 0.01% +1.0M +71.0% $2.91 -2.7%
1129 ASHR PUT DEUTSCHE X-TRACK 219,700.0 $7.2M 0.01% +169K +336.8% $32.64 +8.0%
1130 MARA MARA HOLDINGS IN Financial Services 873,098.0 $7.1M 0.01% NEW $8.16 +66.1%
1131 GEM GOLDMAN ACT EMG 164,615.0 $7.1M 0.01% +17K +11.4% $43.20 +16.1%
1132 TECX TECTONIC THERAPE Healthcare 229,595.0 $7.1M 0.01% +199K +642.6% $30.91 -6.7%
1133 CSL CARLISLE COS INC Industrials 21,133.0 $7.1M 0.01% NEW $333.62 -0.4%
1134 DAWN DAY ONE BIOPHARM Healthcare 328,638.0 $7.0M 0.01% NEW $21.44 +0.4%
1135 SYRE SPYRE THERAPEUTI Healthcare 139,259.0 $7.0M 0.01% NEW $50.44 +42.6%
1136 PLTR CALL PALANTIR TECHN-A Technology 48,000.0 $7.0M 0.01% +48K +10000.0% $146.28 -6.2%
1137 PRKS UNITED PARKS & R Consumer Cyclical 214,767.0 $7.0M 0.01% -11K -5.1% $32.66 +6.2%
1138 AGBK AGI INC-CL A Financial Services 963,709.0 $7.0M 0.01% NEW $7.27 -1.4%
1139 BABA CALL ALIBABA GRP-ADR Consumer Cyclical 55,700.0 $7.0M 0.01% +10K +21.4% $125.46 +4.8%
1140 AYI ACUITY INC Industrials 24,935.0 $7.0M 0.01% +10K +64.0% $280.22 +0.3%
Page 57 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%