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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 60 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 XOP CALL SPDR OIL&GAS EXP 35,000.0 $6.4M 0.01% NEW $181.83 -6.1%
1182 OLLI OLLIE'S BARGAIN Consumer Defensive 69,117.0 $6.4M 0.01% -105K -60.3% $92.04 -9.7%
1183 RRX REGAL REXNORD CO Industrials 33,879.0 $6.3M 0.01% -187K -84.6% $187.26 +4.2%
1184 IMXI INTERNATIONAL MO Technology 401,400.0 $6.3M 0.01% $15.80 -3.6%
1185 NAVN NAVAN INC-CL A Technology 478,509.0 $6.3M 0.01% +185K +63.0% $13.24 +40.1%
1186 WTFC WINTRUST FINL Financial Services 45,570.0 $6.3M 0.01% +41K +809.0% $138.94 +7.8%
1187 PAC GRUPO AEROPO DEL PACIFICO-ADR Industrials 25,638.0 $6.3M 0.01% -14K -35.0% $246.87 -1.1%
1188 SBS SABESP-ADR Utilities 207,164.0 $6.3M 0.01% -83K -28.7% $30.51 -80.8%
1189 ARKO ARKO CORP Consumer Cyclical 1,136,571.0 $6.3M 0.01% +653K +135.2% $5.56 +35.1%
1190 AXIA ENERGIA-ADR 558,410.0 $6.3M 0.01% -489K -46.7% $11.28
1191 PI IMPINJ INC Technology 61,319.0 $6.3M 0.01% -5K -7.7% $102.70 +33.6%
1192 LXU LSB INDUS INC Basic Materials 422,414.0 $6.3M 0.01% NEW $14.90 -13.0%
1193 OCUL OCULAR THERAPEUT Healthcare 740,803.0 $6.3M 0.01% -636K -46.2% $8.47 -3.0%
1194 PRMB PRIMO BRANDS COR Consumer Defensive 333,058.0 $6.3M 0.01% +83K +33.0% $18.83 +19.8%
1195 FN FABRINET Technology 12,025.0 $6.3M 0.01% +11K +1658.0% $521.52 +34.9%
1196 MP MP MATERIALS COR Basic Materials 129,520.0 $6.3M 0.01% -25K -16.4% $48.26 +27.9%
1197 NEBIUS GROUP NV 60,057.0 $6.2M 0.01% +30K +102.3% $103.76
1198 CCEP COCA-COLA EUROPA Consumer Defensive 68,638.0 $6.2M 0.01% +64K +1442.8% $90.76 +3.7%
1199 GCI LIBERTY-C 167,396.0 $6.2M 0.01% +25K +17.3% $37.21
1200 DVYE ISHARES EMERGING 180,877.0 $6.2M 0.01% $34.38 -0.3%
Page 60 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%