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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 59 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CMRE COSTAMARE INC Industrials 393,346.0 $6.6M 0.01% +204K +108.0% $16.90 +1.4%
1162 ESLT ELBIT SYSTEMS Industrials 7,828.0 $6.6M 0.01% -41K -84.0% $849.09 -10.1%
1163 LIBERTY GLOBAL-C 566,391.0 $6.6M 0.01% +40K +7.5% $11.73
1164 ATLANTA BRAVES H 155,502.0 $6.6M 0.01% +104K +199.1% $42.70
1165 EPAC ENERPAC TOOL GRO Industrials 181,938.0 $6.6M 0.01% +82K +81.4% $36.47 -6.3%
1166 OOMA OOMA INC Communication Services 455,994.0 $6.6M 0.01% +208K +83.5% $14.55 +29.7%
1167 CRNC CERENCE INC Technology 1,045,209.0 $6.6M 0.01% +65K +6.6% $6.31 +53.6%
1168 LEU CENTRUS ENERGY-A Energy 37,958.0 $6.6M 0.01% +31K +449.7% $173.59 +2.1%
1169 CNP CENTERPOINT ENER Utilities 152,285.0 $6.6M 0.01% +74K +93.4% $43.16 -1.6%
1170 UHAL U-HAUL HOLDING C Industrials 137,554.0 $6.6M 0.01% NEW $47.78 +5.2%
1171 GPOR GULFPORT ENERGY Energy 31,025.0 $6.6M 0.01% +30K +2720.4% $211.57 -15.4%
1172 LVS LAS VEGAS SANDS Consumer Cyclical 121,657.0 $6.6M 0.01% -1K -0.9% $53.88 -8.2%
1173 AMCOR PLC 164,271.0 $6.5M 0.01% +86K +110.6% $39.75
1174 EQPT EQUIPMENTSHARE-A Industrials 320,162.0 $6.5M 0.01% NEW $20.37 -2.0%
1175 NXT NEXTPOWER INC-A Technology 53,973.0 $6.5M 0.01% +22K +71.0% $120.55 +0.4%
1176 DHI DR HORTON INC Consumer Cyclical 47,242.0 $6.5M 0.01% NEW $137.22 +5.0%
1177 XLP CALL SPDR-CONS STAPLE 78,500.0 $6.4M 0.01% +78K +10000.0% $81.98 +3.3%
1178 CIG CEMIG SA-ADR Utilities 2,683,686.0 $6.4M 0.01% +2.3M +679.0% $2.39 -6.7%
1179 MSI MOTOROLA SOLUTIO Technology 14,746.0 $6.4M 0.01% +7K +90.0% $433.97 -7.8%
1180 HIW HIGHWOODS PROP Real Estate 298,072.0 $6.4M 0.01% +183K +158.6% $21.41 +19.3%
Page 59 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%