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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 58 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 TPC TUTOR PERINI COR Industrials 90,329.0 $7.0M 0.01% +12K +15.9% $77.19 -0.3%
1142 PAY PAYMENTUS HOLD-A Technology 274,408.0 $7.0M 0.01% +203K +283.1% $25.40 -7.6%
1143 BCPC BALCHEM CORP Basic Materials 41,097.0 $7.0M 0.01% -1K -3.3% $169.48 -4.6%
1144 ROAD CONSTRUCTION P-A Industrials 62,624.0 $7.0M 0.01% NEW $111.12 +1.3%
1145 DFH DREAM FINDERS-A Consumer Cyclical 499,587.0 $7.0M 0.01% +310K +163.0% $13.92 +5.1%
1146 HUN HUNTSMAN CORP Basic Materials 521,680.0 $6.9M 0.01% -190K -26.7% $13.31 +8.0%
1147 CNA CNA FINL CORP Financial Services 150,420.0 $6.9M 0.01% -32K -17.4% $45.92 -3.5%
1148 ERAS ERASCA INC Healthcare 426,526.0 $6.9M 0.01% +365K +588.4% $16.18 -28.2%
1149 MARA HOLDINGS INC 7,500,000.0 $6.9M 0.01% -7.5M -50.0% $0.92
1150 IEX IDEX CORP Industrials 36,207.0 $6.9M 0.01% -119K -76.7% $189.55 +8.5%
1151 AXTI AXT INC Technology 120,388.0 $6.9M 0.01% -72K -37.3% $56.98 +112.4%
1152 NEWT NEWTEKONE INC Financial Services 624,203.0 $6.8M 0.01% +109K +21.2% $10.95 +21.4%
1153 MRNA MODERNA INC Healthcare 133,815.0 $6.8M 0.01% +14K +12.0% $50.80 -7.0%
1154 OIH PUT VANECK OIL SRVS 16,800.0 $6.8M 0.01% NEW $404.21 +10.1%
1155 APOGEE THERAPEUT 80,201.0 $6.8M 0.01% +29K +58.0% $84.17
1156 GPN GLOBAL PAYMENTS Industrials 100,137.0 $6.7M 0.01% -860K -89.6% $67.30 +7.9%
1157 AGNC AGNC INVESTMENT Real Estate 670,951.0 $6.7M 0.01% NEW $10.03 +2.3%
1158 KRE SPDR S&P REG BAN 103,275.0 $6.7M 0.01% -1.5M -93.4% $65.15 +6.2%
1159 CNTA CENTESSA PHARMAC Healthcare 168,177.0 $6.7M 0.01% -48K -22.2% $39.72 +0.2%
1160 VCEL VERICEL CORP Healthcare 206,669.0 $6.6M 0.01% +115K +126.6% $32.17 +10.0%
Page 58 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%