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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 63 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 STX SEAGATE TECHNOLO Technology 14,425.0 $5.7M 0.01% -7K -33.0% $391.76 +91.7%
1242 JJSF J & J SNACK FOOD Consumer Defensive 71,276.0 $5.7M 0.01% +61K +622.5% $79.27 -7.0%
1243 HNST HONEST CO INC/TH Consumer Cyclical 1,921,143.0 $5.6M 0.01% NEW $2.94 +8.5%
1244 NTES NETEASE INC-ADR Technology 50,437.0 $5.6M 0.01% -29K -36.3% $111.94 +2.1%
1245 TDC TERADATA CORP Technology 220,136.0 $5.6M 0.01% -90K -29.0% $25.63 +29.1%
1246 TENAX THERAPEUTI 352,572.0 $5.6M 0.01% +54K +18.2% $15.99
1247 SEMR SEMRUSH HOLDIN-A Technology 471,571.0 $5.6M 0.01% NEW $11.94 +0.5%
1248 MAREX GROUP PLC 125,494.0 $5.6M 0.01% +11K +9.7% $44.58
1249 CMCO COLUMBUS MCKI/NY Industrials 384,810.0 $5.6M 0.01% -249K -39.3% $14.53 +0.9%
1250 OGN ORGANON & CO Healthcare 933,176.0 $5.6M 0.01% +493K +112.1% $5.99 +124.0%
1251 JANUS LIVING A-1 235,691.0 $5.6M 0.01% NEW $23.57
1252 SHLS SHOALS TECHNOL-A Energy 844,255.0 $5.6M 0.01% +676K +401.8% $6.58 +47.1%
1253 SUTRO BIOPHARMA 222,634.0 $5.5M 0.01% +137K +160.0% $24.91
1254 MTSI MACOM TECHNOLOGY Technology 24,972.0 $5.5M 0.01% +22K +869.4% $222.07 +71.3%
1255 EDU NEW ORIENTAL-ADR Consumer Defensive 97,913.0 $5.5M 0.01% +33K +51.1% $56.63 -16.0%
1256 ASAN ASANA INC- CL A Technology 865,790.0 $5.5M 0.01% -1.8M -67.4% $6.40 -0.6%
1257 ANGO ANGIODYNAMICS IN Healthcare 485,504.0 $5.5M 0.01% +201K +70.5% $11.37 +5.2%
1258 IAG IAMGOLD CORP Basic Materials 292,625.0 $5.5M 0.01% -507K -63.4% $18.82 -10.8%
1259 TSLA PUT TESLA INC Consumer Cyclical 14,800.0 $5.5M 0.01% -176K -92.2% $371.75 +12.2%
1260 HCSG HEALTHCARE SERVS Healthcare 296,436.0 $5.5M 0.01% +182K +158.6% $18.55 +8.9%
Page 63 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%