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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 65 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 KYTX KYVERNA THERAPEU Healthcare 605,512.0 $5.2M 0.01% +470K +346.5% $8.63 +3.1%
1282 CYH COMMUNITY HEALTH Healthcare 1,776,379.0 $5.2M 0.01% +253K +16.6% $2.94 -5.8%
1283 WSO WATSCO INC Industrials 14,330.0 $5.2M 0.01% NEW $363.79 +6.3%
1284 TNK TEEKAY TANK-CL A Energy 71,005.0 $5.2M 0.01% +5K +8.0% $73.32 +7.7%
1285 TSLA CALL TESLA INC Consumer Cyclical 14,000.0 $5.2M 0.01% -44K -76.1% $371.75 +12.2%
1286 STANDARDAERO INC 201,338.0 $5.2M 0.01% +48K +31.6% $25.83
1287 AREC AMERICAN RESOURC Energy 2,148,227.0 $5.2M 0.01% NEW $2.42 -12.0%
1288 LEGN LEGEND BIOT-ADR Healthcare 287,123.0 $5.2M 0.01% -469K -62.0% $18.09 +54.7%
1289 LCII LCI INDUSTRIES Consumer Cyclical 42,069.0 $5.2M 0.01% +20K +94.5% $122.98 -11.2%
1290 FCFS FIRSTCASH HOLDIN Financial Services 27,463.0 $5.2M 0.01% -38K -57.9% $188.00 +20.4%
1291 SITM SITIME CORP Technology 14,935.0 $5.2M 0.01% +14K +2135.8% $345.35 +101.8%
1292 VST VISTRA CORP Utilities 34,306.0 $5.2M 0.01% -48K -58.5% $150.33 -4.2%
1293 KMPR KEMPER CORP Financial Services 168,727.0 $5.2M 0.01% +81K +92.7% $30.56 -2.9%
1294 FWDI FORWARD INDUSTRI Consumer Cyclical 1,162,310.0 $5.1M 0.01% NEW $4.43 +7.0%
1295 TEO TELECOM ARGE-ADR Communication Services 439,031.0 $5.1M 0.01% +269K +158.9% $11.69 +0.1%
1296 RPD RAPID7 INC Technology 923,594.0 $5.1M 0.01% -481K -34.2% $5.51 +32.7%
1297 JACK JACK IN THE BOX Consumer Cyclical 525,790.0 $5.1M 0.01% +491K +1431.2% $9.67 +17.4%
1298 ZURA BIO LTD 852,340.0 $5.1M 0.01% -25K -2.9% $5.95
1299 UNILEVER PLC-ADR 88,895.0 $5.1M 0.01% +74K +485.4% $56.97
1300 UVE UNIVERSAL INSURA Financial Services 148,164.0 $5.1M 0.01% +35K +31.4% $34.16 +16.9%
Page 65 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%